Additional information

Overview:

Wilbur and Wilbur, Inc. (established 1992) is a family-owned business. We are a husband-wife team with seventy years of combined experience in financial services.
We are fee-only Certified Financial Planner practitioners and Enrolled Agents licensed to practice before the IRS. Our specialties are portfolio management and tax preparation.
Wilbur and Wilbur, Inc. is a registered investment advisor in the State of Washington. The advisor may not
transact business in states where it is not appropriately
registered, excluded, or exempted from registration.
Individualized responses to persons that involve either the transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without without registration or exemption.

History:

Wilbur and Wilbur, Inc. is a Registered Investment Advisor firm, providing fee-only financial advisory services since 1992. We not accepting new clients at this time.

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