Raymond James Financial Services, Inc.Bellevue, Washington

LIFE WELL PLANNED.

The selection of an investment advisory firm is a decision of great importance and should be made with as much care as possible. We provide independent fee-based wealth management and financial planning services with no proprietary products, sales-quotas or other encumbrances that could potentially come between us and our client's best interest.

"Our mission is to help you achieve and maintain your personal financial independence. Careful financial planning, innovative portfolio management and vigilant oversight are our professional contributions to the success of this goal. Simply put, your financial success is our business."

Thank you for visiting our website. Enjoy exploring the various links to learn more about the benefits of working with us. If you have any questions, we welcome the opportunity to talk with you personally.

To arrange your complimentary, no obligation portfolio review and financial planning consultation, please contact us today.


Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2012 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice
Financial Advisor Image
Steve Wormeli, CFP® Financial Advisor Registered Principal
40 Lake Bellevue Drive
Suite 280
Bellevue, WA 98005
Phone: 425-990-3030
Fax: 425-990-3221
Toll-Free: 800-964-3418
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