Cindy Taylor, Shelgren Financial Group, Inc. (Renton, WA)

3900 East Valley Road Suite 202 Renton, WA

Since 1997 Cindy has assisted individuals, families, small businesses and educational groups with financial and retirement planning. Cindy recognizes the importance of listening to her clients to evaluate each situation. This enables her to develop solutions to fit financial goals and to enjoy lasting partnerships. She brings strong ethical standards to every client situation. "My husband Jim and I live in Renton near many friends and family. We enjoy traveling, camping, gardening, music and theater, especially when shared with our very special grandchildren - our greatest delight!" - says Cindy

Contact Information

Phone:
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Personal Website:
http://www.shelgrenfinancial.com

About mi Business

About mi Financial Service

Financial Service Category
Education Financial Planning, Investment Advisor, Retirement Planning
Years of Experience
10-14

Services Provided & Rates

Service Name

Duration

Rate

Description

Retirement planning.

     

Investment management.

     

Analysis of financial assets.

     

Rollover options.

     

Designing income in retirement.

     

Education

School Name

Location

Dates Attended

Degree

Major

Minor

Greek

Activities and Societies

     

Bachelor's

Accounting

     

Certification/Licensure

Name

Description

Date

Licensed for General Securities, Mutual Funds & Annuities, Life and Long-Term Care Insurance

   

Registered as an Investment Advisor Representative

   

Registered Representative of GAA

   
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