Quantcast
WealthVisor.com
Brett H. Carolan

Brett H. Carolan

Brighton Jones

Financial Advisor Seattle, WA

1 review  •   Write a Review

Call 206-329-• • • •  Show

506 2nd Ave, Ste 1800

Seattle, WA 98104-2343

Send a message
Brett is an equity member and Lead Advisor in the PrivateClient Services group. Brett has worked in the financial services industry formore than 15 years in a variety of capacities.Prior to joining Brighton Jones, Brett served as an advisorfor Financial Network where he focused specifically on transitioning clientsinto the retirement phase of their lives. Prior to Financial Network, he workedat Safeco Mutual Funds as a supervisor, ETG as a firm trader and Tanner AssetManagement Group as an advisor

Services Provided by Brett H. Carolan

Financial Planning, Estate Planning, Tax Planning

Specialties:
Company Benefit Planning., Insurance Planning

Background Information for Brett H. Carolan

Education
  • Washington State University
Licenses & Credentials
  • Certified Financial Planner

Recently Answered Questions by Brett H. Carolan

Showing 3 out of 19 Answered Questions:

Was this answer helpful? YES | NO

Some advisor can do this.

4 additional answers | Answered about 1 year ago
Was this answer helpful? YES | NO

There should be a custodian involved that holds the money.

3 additional answers | Answered about 1 year ago
Was this answer helpful? YES | NO

This is a client specific question.

4 additional answers | Answered about 1 year ago

View all questions answered by Brett H. Carolan »

Reviews of Brett H. Carolan

Have you worked with Brett H. Carolan?

WRITE A REVIEW

by Anonymous
about 1 year ago

Brett Carolan + Brighton Jones = Killer Combination

We’ve been working with Brett and the team at Brighton Jones for several years now, and I cannot recommend them highly enough. The key differences between Brett/Brighton and other advisors I’ve worked with are that a) they take a broad view of our financial situation, including retirement planning, insurance, taxes, and estate planning, and b) I truly feel that Brett and team are looking out for my best interest rather than the interests of the “institution” they work for. Every other advisor I’ve worked wtih seemed to only care about our investment portfolio because that is how they made their money. Brett and Brighton care about our overall financial health, and they are pro-active in managing all elements of it — and that is very comforting to know.

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

Please Note: In the event that a user determines to write a review regarding any of the Financial Advisors, the user warrants and represents that he/she/it has done so as his/her/its own voluntary act, and has not been requested to do so by any of the Financial Advisors. Please Remember that user comments regarding any of the Financial Advisors are specific to each user’s experience and may not be indicative of the experience of others.