Verified recordFinancial Services

Edward Ward

CEO at Robinswood Financial

Based in Kirkland, United States

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Seniority

C-Team

Department

General Business & Management

Location

Kirkland

Industry

Financial Services

Company size

9

Contact information

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Email

1 credit

e•••••••@robinswoodfinancial.com

Phone

5 credits

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Background

About Edward Ward

I am an Investment Advisor with Robinswood Financial in Kirkland, Washington. The majority of our clients are individual investors for whom we manage taxable, IRA, and 401(k) money. We help such clients develop long-term plans for their assets, transition from their working lives into retirement, and manage their wealth. We also manage investment portfolios for trusts. Specialties: Portfolio Management, Retirement Planning, Estate Planning.

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