Bellevue Financial Advisors

At Bellevue Financial Advisors, we understand that life is full of uncertainties. That's why we're here to help you navigate the complexities of your financial situation and provide you with a clear plan for achieving your goals.

Our Mission

Our mission is to empower women and their families to take control of their financial future. We believe that every individual deserves a personalized approach to financial planning, and that's why we take the time to get to know each of our clients as an individual.

Our Services

Our comprehensive financial planning services are tailored to meet the unique needs of women and their families. We offer a range of services, including:

• Financial Planning: We'll work closely with you to understand your financial goals, identify areas for improvement, and provide customized recommendations for achieving them.

• Investment Management: We'll help you create a diversified investment portfolio that aligns with your risk tolerance and financial objectives.

• Estate Planning: We'll assist you in creating a comprehensive estate plan that ensures your assets are protected and distributed according to your wishes.

• Retirement Planning: We'll help you develop a tailored retirement plan that maximizes your savings, minimizes taxes, and ensures a comfortable retirement.

• Insurance Planning: We'll help you navigate the complex world of insurance products, ensuring you have the right coverage for your needs.

Why Choose Us

At Bellevue Financial Advisors, we pride ourselves on our personalized approach to financial planning. Our team takes the time to get to know each client as an individual, understanding their unique circumstances and goals. We're dedicated to providing you with the highest level of service and expertise, and we're committed to helping you achieve your financial goals.

A Message from Our Founder

Welcome to Bellevue Financial Advisors. I'm Erin Egesdal, the founder and a certified financial planner. I understand that financial planning can be overwhelming, especially when you're navigating life's major changes. That's why I created this firm - to provide guidance, support, and tailored solutions to women and their families.

Get Started Today

Take the first step towards achieving your financial goals. Contact us to schedule a consultation and let us help you navigate the complexities of your financial situation. We're here to support you every step of the way.