Financial Services

Services are the hallmark of Magnolia. You can do your banking and financing, manage your mortgage, receive accounting assistance and prepare your taxes, select your insurance coverage, seek legal advice and counsel, and receive quality wealth management expertise here in Magnolia.

Financial services and Magnolia go together to provide professional guidance in your investment strategies, investment portfolios, and the management of your money and assets.

Mainspring Wealth Advisors LLC -Rory O’Sullivan (Private Wealth Advisor)

How much do I need to save for retirement?
My child’s education?
How do I generate income once I am retired?
Will my family be taken care of if something happens to me?
Why leave Magnolia when we can answer these questions right here in The Village?
To schedule an initial consult, or for more information and to review our disclosures, please follow the link below.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services.

2236 32nd Ave W
Ste A
206.556.3693
https://mainspringwa.com/team/rory-osullivan-cfp/
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Ranta CPA & Associates

Here at Ranta CPA + Associates we seek to provide value to our clients beyond compliance and tax returns. Through proactive consulting, planning, strategy, and tact, we can help you make better financial decisions, manage your business more effectively, and have greater confidence in your future. Yes, preparing and filing tax returns “keeps the lights on,” both at our office and within state, local, and federal government facilities, however, our ultimate goal is to enrich the lives of our clients and those around us. You can think of us as your family, friends, and trusted advisers.

200 W Thomas St
Suite 500
206.420.2246
https://www.ranta-cpa.com/
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Markow Financial

Markow Financial Group, Inc. is an independent financial firm that specializes in providing customized solutions tailored to your individual goals and needs. In a profession based on objective advice, true independence offers many choices intended to benefit you. Because Markow Financial Group, Inc. is an independent business we have the freedom to structure our business in a manner that best serves our clients. We take pride that our company is anchored around the principle of truly caring about making your dreams a reality.

2015 W Dravus St
Suite 103
206-547-5700
https://www.markowfinancial.com/
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Westpac Wealth Partners

WestPac Wealth Partners is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth. Recognized across the nation as one of the best workplaces, we strive to translate our incredible culture into top-notch service for our clients.

702.509.0334
https://www.westpacwealth.com/team/walter-brown
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Mike Grimme- ClearPoint Financial Partners

ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k’s and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.

425.633.0309
https://www.clearpointfp.com/
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