|
Ballard Capital Management, Inc. is a financial services firm
committed to helping our clients improve their long-term financial
success.
We encourage you to explore our site and learn more about the
services we provide. Should you have any questions or would like
more information on our firm, please feel
free to email us at info@bcm-web.com or call us at (800)789-3884 .
We look forward to hearing from you.
Gary A. Filion is President and CEO of Ballard Capital Management
Inc., located on the Ballard waterfront, in Seattle, WA. BCM has
been at this location since 1990.
Products & Services
At our firm, we provide assistance in the following areas:
INVESTMENTS
* Investment Management
* Private Wealth Separate Accounts
* Fiduciary Separate Accounts
* Preferred and Common Stocks (International and Domestic)
* Government Securities
* Municipal Bonds
* Corporate Bonds (U.S. and Foreign
* Annuities
* FDIC Insured C.D.'s and Saving Accounts
* IRA's and Retirement Plans
* College Saving Plans, Section 529 Plans
FINANCIAL PLANNING
* Wealth Management Plans
* Estate Transfer Plans
* Retirement Plans
* Business Owner Compensation Plans
* Business Owner Succession Plans
* Taxation Strategy Plans
* Trust Management Plans
* ING Corporate Trust Services Offered
* Investment Policy Statements
Contact Us
Ballard Capital Management Inc.
Seattle, WA 98107
Phone (206) 783-3366
Toll-Free (800) 789-3884
The availability of business assistance is critical for small
businesses at every stage, from start-up to rapid expansion. At
Community Capital Development, we provide
comprehensive assistance in three ways:
* Technical Assistance - our trained counselors help small
businesses with all aspects of starting and running a small
business, including marketing, management, finance
and strategic planning. We also help clients with their business
plans, cash flow projections and loan applications.
* Training - our training programs are designed specifically for
entreprenuers.
* Loans - we offer financing to qualified small businesses and
start-ups through our small business loan program.
Community Capital Development is a consortium of non-profit
community development organizations. This includes a community
development corporation that provides
training, counseling and membership. CCD also includes a certified
community development financial institution that provides access to
capital and business assistance to
small businesses, with special emphasis on low-income, women and
minority entrepreneurs and small businesses in distressed and
underserved communities in
Washington State. CCD's approach to economic development and
alleviating poverty is through self-sufficiency achieved through
entrepreneurialism.
Our counseling programs help guide entrepreneurs in Wshington State
to successfully start, grow and sustain their businesses through
one-on-one technical assistance.
We serve all entrepreneurs, but with particular focus on women,
minority and low-income populations. If your business is located
outside one of these areas, contact the
closest Center for one-on-one counseling provided by phone and
e-mail.
About Us
Community Capital Development (CCD) is an economic development
organization composed of three sister 501(c)(3) non-profit
organizations formed in 1997. The three
organizations are legally distinct, but share staff, operate in the
same office space, and do business collaboratively under the trade
name of Community Capital
Development.
Seattle Economic Development Association (SEDA) is the overall
administrative and strategic planning arm of CCD. SEDA administers
our USDA IRP fund and our SBA
7(a) Microloan Fund. SEDA is a certified Community Development
Financial Institution (CDFI) since 2009. The mission of a CDFI is to
promote lending and economic
opportunities to under-served populations and areas
eattle Business Assistance Center (SBAC) provides small business
consulting services, training and networking. SBAC operates three
centers: the Washington Business
Center, the South Sound Washington Business Center, the Northwest
Women’s Business Center and the Washington Statewide Minority
Business Enterprise Center
(MBEC).
(206) 324-4330 ext.100
1437 South Jackson, Suite 201
Seattle, WA 98144
info@seattleccd.com
At Laird Norton Tyee, you receive personal service focused only on
how to best reach your goals. Our open architecture approach means
we don't offer any proprietary
products or receive compensation or commissions from managers or
funds. Our recommendations and advice to you are based on building a
relationship and understanding
your vision for the future. As a leader among wealth management
firms, we are your steadfast advocates in all we do.
Headquartered in Seattle, Washington, Laird Norton Tyee (LNTyee) has
nearly $4 billion in assets under advisement and serves more than
425 clients. Those clients have a
net worth ranging from several million dollars to hundreds of
millions.
Unique among wealth management firms, our approach focuses on Wealth
Regeneration. This means we offer services differently, including:
* Investment management
* Business transition planning
* Financial, wealth and estate planning
* Trust and fiduciary services
* Wealth preservation and generational transfer
* Family business services
* Client education programs
By working with our in-house wealth management advisors and relying
on our relationships with some of the top minds in the legal and
accounting fields, you can depend on
clear guidance for all of your life needs.
Once your plan is in place, regular "all hands" meetings bring you
together with your LNTyee wealth management advisors, CPA and
attorney to evaluate progress and
adjust strategies based on any changes.
Many clients are surprised by the number of provocative questions we
ask and the attention we give to the answers.
At Laird Norton Tyee, your advisor team, led by an expert in the
needs of high wealth individuals, wants to know what keeps you awake
at night and what matters to you.
By understanding who you are and what you want to achieve, we're
able to effectively create a strategy that connects your goals with
your financial capital to create
opportunities that stay true to your vision for the future.
Beyond building your portfolio, our core competencies deliver
results and relationships to help you manage your complex life and
allow you to become a great owner of your
wealth.
Laird Norton Tyee
801 Second Avenue, Suite 1600
Seattle, WA 98104
Telephone: 206.464.5100
Toll free: 800.426.5105
Fax: 206.464.5267
Washington : Financial Advisor in Seattle :
Financial Advisor in Bellevue :
Financial Advisor in Spokane :
Financial Advisor in Yakima
|
