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We'll See You Through. A brief background on each member of the team and why they all decided to make financial services their vocation. Read More →. Our mission is to help our clients achieve and surpass their financial aspirations. We believe that a solid financial plan, along with sound advice, is the key to financial success. Read More →. While developing a custom financial program, we will walk you through a step-by-step process that will help make you feel confident in your decision. And Registered...

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Don Petricic

750 I●●●●●PL NE

Re●●on , Washington, 98059

United States

(425)●●●●●-1334

do●●●●●●●●●@comcast.net

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Don Petricic

750 I●●●●●PL NE

Re●●on , Washington, 98059

United States

(425)●●●●●-1334

do●●●●●●●●●@comcast.net

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Don Petricic

750 I●●●●●PL NE

Re●●on , Washington, 98059

United States

(425)●●●●●-1334

do●●●●●●●●●@comcast.net

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We'll See You Through. A brief background on each member of the team and why they all decided to make financial services their vocation. Read More →. Our mission is to help our clients achieve and surpass their financial aspirations. We believe that a solid financial plan, along with sound advice, is the key to financial success. Read More →. While developing a custom financial program, we will walk you through a step-by-step process that will help make you feel confident in your decision. And Registered...

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Home | The Petricic & Phillips Financial Group | tppfg.com Reviews

https://tppfg.com

We'll See You Through. A brief background on each member of the team and why they all decided to make financial services their vocation. Read More →. Our mission is to help our clients achieve and surpass their financial aspirations. We believe that a solid financial plan, along with sound advice, is the key to financial success. Read More →. While developing a custom financial program, we will walk you through a step-by-step process that will help make you feel confident in your decision. And Registered...

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tppfg.com

1

Financial Planning Services | The Petricic & Phillips Financial Group

http://www.tppfg.com/services.asp

We'll See You Through. Don Petricic, CFP. Tom Phillips, CFP. Why CFP Certification Matters. While developing a custom financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decision. Our goal at The Petricic and Phillips Financial Group is to help our clients make smart decisions with their money while developing strategies to minimize the impact of taxes and inflation. Retirement Accumulation and Distribution Strategies. Third Party Asset Management.

2

Tom Phillips, CFP® | Our Firm | The Petricic & Phillips Financial Group

http://www.tppfg.com/tomphillips.asp

We'll See You Through. Don Petricic, CFP. Tom Phillips, CFP. Why CFP Certification Matters. Tom Phillips, CFP. Tom currently resides in downtown Bellevue with wife, Molly and son, Henry. They enjoy watching the Seahawks and being in the great outdoors together. Woodbury Financial Services (2007- 2012) Financial Planner. The Petricic and Phillips Financial Group (2012 Present) Financial Planner, Partner. Certified Financial Planner™. Securities Licenses Series 6, 7, 26, 63, 65 (WA, OR, CA, IA). 601 108th ...

3

Gold Medal Services | The Petricic & Phillips Financial Group

http://www.tppfg.com/goldmedalservices.asp

We'll See You Through. Don Petricic, CFP. Tom Phillips, CFP. Why CFP Certification Matters. Gold Medal Services -. THE NEW STANDARD IN PERSONALIZED FINANCIAL PLANNING. Investment Watch Dog Service. Reviewing your investments and designing a personalized portfolio appropriate to your needs. Year-long, continual monitoring of your investments. Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s. Complimentary consultation with your tax preparer.

4

Our Philosophy | The Petricic & Phillips Financial Group

http://www.tppfg.com/philosophy.asp

We'll See You Through. Don Petricic, CFP. Tom Phillips, CFP. Why CFP Certification Matters. Why We Do This. How We Do This. This process is a dynamic, team-based endeavor. To be most effective, it should include the client, relevant family members, our team, and outside professionals where appropriate. Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives. The design step may involve collaboration with other specialists or your existing p...

5

Evan Church | Our Firm | The Petricic & Phillips Financial Group

http://www.tppfg.com/evanchurch.asp

We'll See You Through. Don Petricic, CFP. Tom Phillips, CFP. Why CFP Certification Matters. Evan Church has worked in the financial services industry since 2010. He was brought on in 2014 to become the Operations Coordinator at The Petricic and Phillips Financial Group. Evan graduated from Washington State University with a degree in Finance with a minor in Economics. Northwestern Mutual Life Insurance (2010) Financial Representative. Cashmere Valley Bank (2011-2014) Loan Officer. Other Our Firm Pages.

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Petricic & Phillips | Blackbourn Design

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Cohesive and Targeted Branding—. Cross channel visual communications. Petricic & Phillips. Petricic & Phillips. Petricic & Phillips is a comprehensive financial services firm. Their customized programs are designed to grow wealth, protect it, and distribute it in the most tax advantaged way. They pride themselves on their commitment to implement, execute and handle the cross generational transitions of their client’s personal financial plans. Web Development by The Web Foundry.

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Website Development, WordPress Development, Website Redesign, Content Management, Website Hosting - Web Foundry LLC

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Samples Of Some Of Our Recent Work. Custom Website Development, Content Management, Website Hosting. WordPress Development, Website Redesign, Content Mangement. Custom Website Development, Content Management, Website Redesign. Custom Website Development, Content Management, Website Hosting. WordPress Development, Content Management, Website Hosting. Custom Website Development, Content Management, Website Hosting. Custom Website Development, Content Management, Website Hosting. Web Foundry, LLC.

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Home | The Petricic & Phillips Financial Group

We'll See You Through. A brief background on each member of the team and why they all decided to make financial services their vocation. Read More →. Our mission is to help our clients achieve and surpass their financial aspirations. We believe that a solid financial plan, along with sound advice, is the key to financial success. Read More →. While developing a custom financial program, we will walk you through a step-by-step process that will help make you feel confident in your decision. And Registered...

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