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Mellor & Associates specializes in comprehensive management of retirement investment accounts. The scope of our services includes:

• Review of financial situation, objectives and risk tolerance
• Review of current investments
• Review of current assets and liabilities
• Analyses of risk tolerance and investment expectations
• Review of tax liabilities and filings
• General financial planning and guidance
• Comprehensive retirement planning
• Discretionary management of investment accounts according to your personalized plan and suitability.

Our Services

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Mellor & Associates LLC 14205 SE 36th St Suite 100 Bellevue WA 98006
Phone: (425) 827-2527 Fax: (425) 641-4680