David Moretsky at Icon has been my financial planner for a few years. He is unbiased, knowledgeable, and full service. Highly recommend.
All reviews seem positive
2008, 2009, 2010, & 2011 "Five Star Wealth Manager" ? Seattle Magazine.
When it comes to your financial future, you deserve award-winning services from a local business. In the Seattle area, that's ICON Consulting, an independent wealth management and financial planning firm.We are a Seattle Magazine Five-Star Wealth Manager Best in Client Satisfaction award winner in 2008, 2009, 2010, & 2011. We have more than two decades of experience serving families of the Pacific Northwest. With numerous alliances, we offer the resources of a large firm, but with the feel and attention of a small firm.As a fee-based financial planner, we can offer objective, knowledge-based solutions to help you better align your financial resources. Our areas of expertise include:? Wealth management? Fee-based financial planning? Tax planning? Retirement planning? Asset protection? Money managementICON is independently and locally owned. Our firm's designations include: Certified Financial Planner (CFP) / Chartered Financial Consultant (ChFC) President andCo-Founder, ICON Consulting.Contact ICON Consulting today to schedule a complimentary review.Visit us online to learn more about what ICON can do for you.