Mortenson Financial Services is a comprehensive financial planning firm based in Seattle, WA, with an additional office in Glendora, CA. They offer personalized financial planning services tailored to individual goals, time frames, and risk tolerance. With a focus on business owners, corporate retirement plans, families, individuals, and retirees, Mortenson Financial Services provides unique solutions and pragmatic approaches to wealth management. Their mission is to empower clients with comprehensive financial planning solutions that pave the way to secure and prosperous futures.
Mortenson Financial Services is dedicated to delivering the highest quality client service with professionalism and warmth. Their team of experienced financial advisors, including Chad Allen Mortenson, owner of the firm, provides thoughtful advice and collaboration to understand clients' needs, wants, and wishes. With a focus on sophisticated wealth management, Mortenson Financial Services is committed to being a long-term partner for clients, helping them plan for the future, care for loved ones, give back, and leave a lasting legacy.
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