FINANCIAL SERVICES

ABOUT CARLOS

What is something most people don't know about you?

If I’m not watching my son play football and basketball or my daughter play soccer and run track, I enjoy volunteering for organizations in the Valley.  

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Where are your favorite places to go in the neighborhood/Valley?

Rattlesnake Lake, Mt. Si and Snoqualmie Brewery

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What are your favorite things to do in the neighborhood/Valley?

Hike Mt Si and go to the Farmers Market

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What are your favorite restaurants in the Valley?

Snoqualmie Brewery and Rio Bravo

What is something most people don't know about the business?

We emphasize financial planning, because without a plan, you’re planning to fail.

CARLOS DE IMUS

Financial Advisor and Vice President

206.236.8054

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Our team of financial, tax and legal advisors work together to provide comprehensive advice for families and small businesses.  Our goal is to provide confidence and financial peace of mind.

SERVICES:

• Financial Planning

• Investment Services

• Retirement Savings

• Retirement Planning and Income

• Educational Savings

• Life, Disability and Long Term Care Insurance

• Cash Management Solutions