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  • Bellevue WA-76T
    11747 NE 1st St Ste 202 Bellevue, WA 98005-3018 O: 425.451.9502
    Map and Directions Map and Directions

Andrew W. Hergert, CFP®

Raymond JamesRaymond James
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
Family & Lifestyle
Read
Read
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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Andrew W. Hergert, CFP®

Raymond JamesRaymond James
  • 11747 NE 1st St Ste 202 Bellevue, WA 98005-3018
  • O 425.451.9502
  • Map & Directions
  • Map & Directions

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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