Stapp Financial Planning

  • Accounting
  • Olympia WA
  • 6 employees
  • Accounting
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Company Overview

Headquarters
P.O. BOX 11567, Olympia WA
Website
stappfinancial.com
Phone
(360) 754-8895
Employees
6
Industry
Accounting
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Financials & Stats

Revenue

$10B

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Who is Stapp Financial Planning

Stapp Financial Planning is a fee-only financial planning firm based in Olympia, Washington. The company is a registered investment advisor in the State of Washington and employs 6 people. Stapp Financial Planning offers personalized financial planning services, including tax planning and investment management. They utilize a global approach to asset allocation, designing investment portfolios that leverage global markets. The firm's focus is on providing tailored advice and strategies to meet the unique needs of each client. What sets Stapp Financial Planning apart is their commitment to transparency and client well-being. They operate on a fee-only basis, meaning they do not accept commissions or incentives that could potentially conflict with their clients' best interests. Their team leverages in-depth tax knowledge to develop strategies that maximize client results. For more information about Stapp Financial Planning, visit their website at stappfinancial.com.

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FAQ

What is the location of Stapp Financial Planning's headquarters?
The headquarters of Stapp Financial Planning are situated at P.O. BOX 11567, Olympia WA
What is Stapp Financial Planning's phone number?
Stapp Financial Planning's contact number is (360) 754-8895.
What is Stapp Financial Planning's official website?
The official website of Stapp Financial Planning can be found at stappfinancial.com.
What is Stapp Financial Planning's current revenue?
As of February 2019, Stapp Financial Planning's annual revenue reached $10B.
How many employees does Stapp Financial Planning currently have?
Stapp Financial Planning employs approximately 6+ people as of February 2019
Which industries is Stapp Financial Planning primarily operating in?
Stapp Financial Planning operates in the following industries: Accounting

Employee Directory

Key Employees

Gregory Stapp

Principal

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