Kirk Felton, Financial Advisor

FINANCIAL ADVISOR
Kirk C Felton

CFP®, AAMS™, CRPC™
3011 78th Avenue SE Suite 150, Mercer Island, WA 98040opens in a new window
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Focus Areas

  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Lisa Boulanger
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(206) 232-8608

Fax

(888) 466-7823

Office Address

3011 78th Avenue SE Suite 150
Mercer Island, WA 98040opens in a new window

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