Why Us
You are your own financial hero – for you, your family, and your community. The burden to make the right financial choices is heavy. Fortunately, you don’t have to go it alone.
The advisors at Frazier Financial have lived and worked in our community for over 40 years, investing our money in the same places we recommend to our clients. We are proud to serve you and treat you like family, combining our extensive financial credentials with a personal relationship. We can be your “one–stop–shop” resource for all your financial needs.
What We Do
Investment Management
Retirement Plan Options
Business Tax
Tax Preparation
Education Savings
Life, Disability & LTC Insurance Protection
Financial Planning
Tax Planning
Estate, Gift and Trust Tax Services
Retirement Planning
Business Structure Planning
Estate Planning
Get To Know Us
Our Advisory Team
Client Service Team
Tax & Investment Operations Team
Process
Schedule a Visit
Come spend a couple of hours at our office, where we will get to know each other, share expectations, and gather information for the next visit. You will meet one of our office dogs, Romeo or Beans, depending on who is scheduled to work that day.
Discuss Solutions
During our second visit, we will share a comprehensive conversation about how to best meet your financial goals.
Implement Your Plan
Rest assured we will provide the successful financial relationship you are looking for and deserve.
Relationship for a Lifetime
We’re committed to helping you achieve your financial goals. We’re looking forward to having your family become part of our family on your financial journey.
You have worked hard to get where you are today.
You’re faced with challenging financial decisions that impact your ability to care for loved ones and maximize what you have earned. Do you have a trusted guide on the path to achieving your goals?
Our History
Complimentary Visit
Fill out the form below to schedule a visit with us.
The first step in any relationship is getting to know one another. Solid relationships are built on trust and communication. Schedule a time to meet with one of our financial advisors to determine whether we are the right fit for your needs. We look forward to meeting you.
Download our Financial Planning Document Checklist
