Gum Yip 如何核實理財顧問有廣東話服務?
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廣東話 · 西雅圖
瀏覽 2 個西雅圖廣東話理財顧問名錄,包括 Seattle 等地區。


Westlake Wealth Management, LLC
Huey T. Luu is a CFP professional at Westlake Wealth Management in Seattle. He works on investment management and retirement strategies, including executive compensation and estate planning. His CFP Board profile lists Cantonese. Contact Huey to confirm service availability, fees and any asset minimum.

Morgan Stanley Wealth Management — US
James Hedden provides Cantonese-speaking wealth advice from downtown Seattle. His work includes financial planning, portfolio management and corporate stock plans, with a focus on domestic and international business owners. Contact him to discuss service scope and fees.
我們會查閱服務機構自己公開的資料或其他權威來源,並盡量顯示引述、來源與查閱日期。語言安排可能會改變,預約之前請直接確認。
選擇服務機構之前,可以比較資格、經驗、收費與服務範圍。