Mellor & Associates, LLC
Mellor & Associates is a Registered Investment Advisor firm proudly serving the Pacific Northwest since 1996.
Retirement brings a number or life changes, some are expected, while some are hidden challenges. Things like Social Security, Medicare, Tax savings advantages and management, Income management, can be difficult to near impossible for one person to manage. The good news is you don’t have to go it alone! We are here to help. We specialize in management & consolidation of retirement account such as, 401k, pension, annuities, mutual funds, and other assets. By bringing all your assets in under one portfolio we can help you better plan for the changes and challenges ahead and help you retire the way you want. We help you get there There is more to you than wealth, so why settle for just wealth management? Our unified approach includes both the qualitative and quantitative aspects of you and your wealth. As we work together to achieve your goals, we'll strive to help in a way that is tailored to your needs, allowing you to worry less and enjoy life more.
Address: NE 8th Street, Suite 1000, Bellevue, WA 98004, USA
Phone: +1 425 827 2527/800 875 4414
FAX: +1 425 641 4680/877 246 8085
