Annual Account Reviews

Review appointments are under way, and we look forward to touching base with our portfolio management clients. At Multop Financial, we believe that communication with our clients is vital. In addition to our ongoing correspondence, newsletters, and account service calls, we offer annual review appointments where we have a chance to talk with you and discuss your accounts and any financial concerns or goals you may have. For those tax and accounting clients who currently do not utilize our investment department, we welcome and encourage you to come in for a complimentary portfolio review with Ted Newman.  

Ted Newman Financial Advisor,  401(k) Specialist

Ted has been serving the Pacific Northwest as a financial advisor since 1997. After receiving his degree in Finance and Marketing from the University of Washington, Ted obtained his securities registrations, Series 6, 7, 63, and 65, as well as licenses for Life & Disability insurance. He specializes in retirement money management and serves as Multop's on-site 401(k) leader, assisting business clients with employee programs and benefits.

As part of the Advisory Team here at Multop Financial, Ted works closely with Phil Multop, Tyler Ryan, and Aretha Allen to ensure the implementation of portfolios for high-level business owners and retirees. For details about your annual review appointment or to schedule one now, please click here. 

Keep an eye out for more information coming your way soon!

Lifestyles

The Reverse Dogsled Race

Client Feature -  Pam & Fin Lyons

Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor.  Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.