Loren Winter, Financial Advisor located in Kirkland, WA

Financial Advisor
Loren P Winter

CFP®
9710 NE 119th Way, Kirkland, WA 98034opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Football
  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Personal Fitness

Team Members

  • Stephanie Lillibridge
    Associate Financial Advisor
  • Sarah Kratz
    Sr. Branch Office Administrator
    FPQP®

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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 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(425) 821-0285

Fax

(866) 462-8465

Office Address

9710 NE 119th Way
Kirkland, WA 98034opens in a new window

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