About Seeley & Associates

Making the Most of Tax Savings to Boost Retirement Investments

Debbie Seeley, CPA, CFP®, moved to Issaquah in November of 1994. Debbie managed the Gilman & Ciocia office in Issaquah from 1994 until January 2003, when she bought the office and changed the name to Seeley & Associates, LLC. Since that time Debbie has specialized in providing income tax preparation with integrated retirement planning. Unlike most tax preparation firms, Seeley & Associates professionals have extensive training and experience in helping client's select investment vehicles which suit both their investment needs and minimize taxes. With our combined 40+ years of experience there is rarely a scenario we haven't encountered.

What You Can Expect

As a client, you can count on being treated with openness and respect as we work with you to help you reach your goals. We'll tell you what you need to hear, even when it may not be what you want to hear, so you can make choices based on solid facts. From household budgets to college costs and retirement living costs, we'll share helpful insights in order to nudge you closer to the goals you set.

Call 425-313-1040 today to schedule an appointment.


Our integrated tax and retirement planning takes the burden off your shoulders, so you can have fun and enjoy your life.

 

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240 NW Gilman Blvd., Suite 2
Issaquah, WA 98027

Phone:
425.313.1040
Fax: 425.313.1118
E-mail:

Debbie Seeley is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.


Securities offered through National Securities Corp. (NSC), Member FINRA/SIPC
Advisory services provided through National Asset Management, Inc., (NAM) an SEC Registered Investment Advisor; a copy of NAM's brochure is available on NAM's website.
Insurance services offered through National Insurance Corporation (NIC)
Regulatory Information
Seeley & Associates, LLC and NSC, NAM, and NIC are not affiliated entities

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

National Asset Management ADV PART 2A
Debra Seeley ADV PART 2B