Contact Us

Need Assistance?

If you have immediate questions, concerns, suggestions or need any type of service, call us at 206-336-1844.

If you need further assistance use the links below to get in touch with us:

Office Locations

Local Office Address

10500 NE 8th St. Suite 1600
Bellevue, WA 98004
Local Office Phone:
  • 206-336-1844

Branch Office Address

10500 NE 8th St Suite 1600
Bellevue, WA 98004
Branch Office Phone:
206-718-6833
Branch Office Fax:
206-956-6202

California Insurance License #: 4103728

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products from Equitable Financial Life Insurance Company and those of unaffiliated carriers are offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Expect Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC. Equitable Advisors, Equitable Network, and Equitable are affiliated companies.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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