Financial Consulting Services at WaterRock Global Asset Management LLC (45% Off)

Seattle

Value Discount You Save
$750 45% $337
Give as a Gift
Limited quantity available
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In a Nutshell

From the merchant: A risk analysis and review of your current investments; not valid for asset-management services

The Fine Print

Promotional value expires 120 days after purchase. Amount paid never expires. Appointment required. Limit 1 per person, may buy 1 additional as a gift. Valid only for option purchased. Valid only within 20 miles of zip code 98007. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

A Chat with WaterRock Global Asset Management LLC

What services does your business offer and what makes your business stand out from the competition?
We are a Washington State-based registered investment advisor.

What was the inspiration to start or run this business?
My first investment was made at age 13. I have always had a passion and excitement for money and finances. Joining the investment adviser ranks allowed my passion to be my career.

What do you love most about your job?
Taking an abstract question—like “Am I taking on too much risk?” or, “When can I retire?”—quantifying it for a client, helping them understand the goal, and creating a concrete series of attainable steps to achieve that goal.


By purchasing this deal you'll unlock points which can be spent on discounts and rewards. Every 5,000 points can be redeemed for $5 Off your next purchase.
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