Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
o<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
r Professi<br />
Left to right: Crystal Graham, 2010 winner Jim Forsyth,<br />
Molly Hill and six-year winner Ed Grogan<br />
FS 30 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
e <strong>Star</strong> Professiona<br />
Your values, your aspirations and your specifi c wealth management needs are<br />
where we focus our time and attention. With a comprehensive approach towards<br />
your goals, our team of professionals is able to design, implement and help<br />
maintain a fi nancial road map that stands the test of time. With high-net-worth<br />
clients from all walks of life and scattered across the globe, our advisors have a<br />
unique perspective to lend to your specifi c situation.<br />
Summit Financial Group<br />
Having a Guide Helps<br />
• Comprehensive, fee-based wealth management*<br />
• All of our professionals are CERTIFIED FINANCIAL<br />
PLANNER practitioners<br />
• Offi ces in Gig Harbor and Whidbey Island<br />
Area of Focus: Our Clients<br />
Designations: Ed Grogan, CFP®, ChFC®, CLU®<br />
Jim Forsyth, CFP®<br />
Summit Financial Group<br />
6625 Wagner Way, Suite 320 • Gig Harbor, WA 98335<br />
P.O. Box 1320 • Freeland, WA 98249<br />
Phone: (253) 858-2884 • Phone: (360) 331-3474<br />
www.summitplans.com<br />
*Securities and advisory services offered through Commonwealth Financial Network. Member FINRA/SIPC, a registered investment adviser.<br />
W<br />
I<br />
N<br />
N<br />
E<br />
R<br />
Thomas D. Snyder, Jr.<br />
Personalized Financial Advice<br />
• 34 years of investment experience<br />
• Customized retirement income strategies<br />
• Complimentary fi nancial reviews<br />
Title: First Vice President – Investment Officer<br />
Let me help you design your personal fi nancial road map to take you to and through<br />
your retirement years. Using Envision® planning technology, skills developed in<br />
investing and advanced research tools, I analyze your current fi nancial situation<br />
and goals. The result is an Envision® plan that will enable you to take charge of your<br />
777 108<br />
fi nancial path. Areas of Focus: Retirement Income Planning, Portfolio Management<br />
and Estate Investment Planning.<br />
th Avenue Northeast, Suite 2400<br />
Bellevue, WA 98004<br />
Phone: (425) 450-4302<br />
t.snyder@wfadvisors.com<br />
home.wellsfargoadvisors.com/t.snyder<br />
Envision® is a registered service mark of Wells Fargo & Company and used under license. Wells Fargo Advisors, LLC is a registered broker/dealer and a separate nonbank affiliate of Wells Fargo & Company,<br />
© 2012 All Rights Reserved. Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section for important information on the scope of the award<br />
and the <strong>Five</strong> <strong>Star</strong> selection process. Wells Fargo Advisors, LLC, Member SIPC.[CAR 0212-3274 02/21/2012].<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
Change language