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| About site: Financial Services/Financial Consultants - Caleb Consulting Group, Inc. |
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| About site: http://www.caleb-group.com/ |
Title: Financial Services/Financial Consultants - Caleb Consulting Group, Inc. A financial consulting firm based in Bellevue, WA, USA. Specializing in pension and trust services.
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Caleb Consulting Group, Inc.
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Caleb Consulting Group, Inc...
...is a financial consulting firm with offices in Southern California and Bellevue, Washington*. We
provide our clients with objective, unbiased advice on matters ranging
from asset management to fiduciary responsibilities. Our focus is on
serving both public and private organizations, trusts and foundations
as well as high-net-worth individuals. We offer a highly customized process
in helping clients reduce financial dangers while capturing opportunities.
We believe that the best decisions are derived from not only good information,
but also from the wisdom in knowing how to apply the knowledge. We also believe
that “wisdom comes in numbers” and therefore have developed a network of trusted
advisors including certified public accountants, estate planning attorneys, and
insurance professionals to help our clients achieve their goals. Through our
affiliation with ePlanning Securities, Inc. and National Financial Services LLC (NFS) and
with access to their services, research and technology, we provide formidable
competition to the large “wirehouse” brokerage firms. Yet we serve our clients
with a personal touch and exclusivity that is typically found only at smaller,
boutique firms. Many of our clients have indicated they like our consultative
and unbiased approach in the preparation and delivery of recommendations and advice.
(More about us)
*Office of Supervisory Jurisdiction
About Our Services
Explore the 'About Us' tab or click
here to read about our services and people
behind Caleb Consulting Group, Inc.
Featured Article
Caleb Consulting Group, Inc. is proud to have received the "Five Star: Best in Client Satisfaction
Wealth Manager SM" award recently through Seattle Magazine and Crescendo Business Services. Kevin received the award in 2007
based on a client survey that was conducted of Wealth Managers in the greater Seattle metropolitan area. This award is very exclusive.
It is awarded to less than 7% of wealth managers in the Greater Seattle area.
As we look ahead in 2008 and beyond we continue to be concerned about the US government’s mounting fiscal deficit and continued
trade imbalance, which so far, has been substantially supported by foreign investors. Our national debt may place further downward
pressure on the US dollar (devaluing it against other major currencies). These issues along with other factors suggest that inflationary
pressures loom ahead with the prospect of our economy slowing at the same time.... (Continue full story)
Our motivating drive in serving our clients is helping them to
accomplish their financial goals and enabling them to positively impact
the lives of others.
Securities offered
through Registered Representatives of ePLANNING Securities, Inc.
Member FINRA, SIPC.
Investment Advisory Services offered through Investment Advisor Representatives of ePLANNING Advisors, Inc.
A Registered Investment Advisor.
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A | financial | consulting | firm | based | in | Bellevue, | WA, | USA. | Specializing | in | pension | and | trust | services. |
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http://www.caleb-group.com/
Caleb Consulting Group, Inc. 2008 October
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A financial consulting firm based in Bellevue, WA, USA. Specializing in pension and trust services.
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