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Wealth Strategies

How Qualified Charitable Distributions Work

Trey Gevers CFP® | Aug 15, 2024

Donor-Advised Fund (DAF)

Trey Gevers CFP® | Aug 15, 2024

How Roth Conversions Work

Trey Gevers CFP® | Aug 15, 2024
Categories
Roth Conversions

Contact

(425) 902-4840
info@geverswealth.com

 

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Address

5825 221st Place SE, Suite 102
Issaquah WA 98027

Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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