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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Bortcosh is a registered investment advisor representative with Northwest Asset Management, based in Mercer Island, WA. Simon has been in the financial services industry since 2017 and has worked at several firms, including Fisher Investments, Uline, and Grocery Outlet. Simon holds a Series 65 license and specializes in helping individuals and families with their financial planning needs. Simon's experience includes working with clients on investments, retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
11/25/2024 - Present
Northwest Asset Management (MERCER ISLAND WA)
Active
Inactive
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