Gies Associates, LLC, is a financial and estate services firm located in in Eastern and Western Washington. This information is intended for the use of residents in: Alaska, Arizona, California, Colorado, Idaho, North Dakota, New Mexico, New York, Oregon, Texas, Washington, and Wyoming. Securities related services may not be provided to individuals residing in states not listed. Insurance related services may not be provided to individuals residing in any states other than Washington and Oregon. We provide customized retirement and estate transfer plans for individuals and small businesses. Understanding that every life is unique, we pride ourselves on using a client centric model specific to each client and situation.
We offer a variety of specialized services designed to meet your specific goals and needs.
Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
Determine your financial risk, and your portfolios actual Risk Level with measurable certainty from an independent source for free.