Employee Benefit Advisors
Poulsbo, WA
Contact Information
| Company: |
Employee Benefit Advisors |
| Contact: |
Marilyn Miller |
| Address: |
19955 Nilsen Lane NW |
| City: |
Poulsbo |
| State: |
WA |
| Zip: |
98370 |
| Phone: |
(360) 598-4582 |
| Fax: |
(866) 449-1751 |
| Email: |
marilyn.ebainc@yahoo.com |
| Website: |
www.ebainc.net |
About My Practice
Marilyn Miller works with clients through out the State of Washington.
"It's not what you make, but what you are able to keep that really counts." Marilyn Miller has been in the financial services business for over 30 years. As a Federal Benefit Specialist, Marilyn is eager to help federal employees with their financial and retirement needs.
With retirement funding, if you don't do it right, going back and doing it over is not a realistic option. A rewarding retirement does not just happen; it takes careful planning. We will help you review all your options and support you in making smart decisions that fully address your financial needs.
We understand making money decisions can be daunting, and we are here to guide you every step of the way.
Offering Advice Since
1979
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Mortgage Loans
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: WAOIC# 244832
Investment Advisor Registration: CRD# 2569235
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
My Association with the Office or Firm
Independent Contractor
DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services.
| 