Broker Check
 

Jan Bird and Associates Has Merged!

We are pleased to announce that effective July 31, 2017, we have merged with Triad Financial Strategies, Inc. (“Triad”), an independent wealth management firm whose main office is in Issaquah. They also have locations in Seattle, Bellevue and Lynnwood to meet with clients if that is more convenient. The merger brings together two firms with a common set of values and client centric philosophies. Both share a deep dedication to providing objective advice in the best interests of their clients, remaining independent and continuing to deliver exceptional service.

Triad Financial Strategies is a company built on serving our clients first and foremost. As a regulated registered investment advisory firm, they provide objective opinions, professional guidance and cutting-edge tools to help you on your financial journey.

Just like Jan Bird & Associates, Triad Financial Strategies is dedicated to improving their clients lives by bringing truth, understanding and discipline to the financial choices they make every day.

Please click here to be redirected to the Triad-fs.com website. If you would like to have a conversation about the merger, please do not hesitate to reach out to us. We are reachable at the same unchanged phone number (253) 272-7058 and location at 1919 N Pearl St B-2 in Tacoma. Also, here is some additional information about your options if you are a client of ours. FINRA Disclosure

We are so grateful for the trust and confidence of you, our clients. We look forward to continuing to serve you and your families in the years ahead.

Jan, Renee and Kathy

The new Tacoma office of Triad Financial Strategies


Clients are under no obligation to remain with the current advisor or other advisors associated with the merger.

Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Triad Financial Strategies, a registered investment advisor.  Financial Advocates Investment Management, Triad Financial Strategies and LPL Financial are separate entities. Securities offered through LPL Financial Member FINRA/SIPC