Nevis Financial
We are an independent, client centered, financial services firm located in Redmond, Washington. We are proud to work with a diverse clientele, from individuals and families to small business owners and professionals, with the goal of addressing a wide range of financial needs. Most of our clients live and work on the west coast of the US. While we offer a wide range of financial services, we specialize in comprehensive fee-based financial planning for clients who want a full-service, ongoing relationship with a credentialed, principled Certified Financial Planner™.
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Verified contacts
3
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
20
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Top roles at Nevis Financial
3 distinct titles indexed · top 3 shown.
- 1assistant regulator
- 1it manager systems analyst
- 1office manager client services and operations coordinator
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