General Information

General Information

General Information

Phone:

(206) 516-7991

Fax:

(206) 260-8877

Email:

mhelke@sageadvisorsllc.com

Address:

115 2nd Avenue North, Suite 200
Edmonds, WA
98020 United States

 

Holiday Closures:

  • New Year's Day
  • Martin Luther King Jr. Day
  • Presidents' Day
  • Good Friday
  • Memorial Day
  • Independence Day
  • Labor Day
  • Thanksgiving Day & the following Friday
  • Christmas Eve (half day)
  • Christmas Day
  • New Year's Eve (half day)

Advisors may make exceptions for client meetings. 

 

Check with your advisor before dropping by the office.

As we meet with clients out-of-office, we may be "open"

where the physical office is closed.

 

Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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