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Olivia Rice
Financial Advisor at Emerald City Fiduciary
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Work Experience
Aug 2022 - Present · 2 years and 5 months
Financial Advisor
May 2024 - Present · 8 months
Client Relationship Manager
Aug 2022 - Present · 2 years and 5 months
Director Of Marketing And Communications
Aug 2018 - Aug 2022 · 4 years
Company Details
Customized Financial Planning & Investing At Emerald City Fiduciary Group, we help people figure out what kind of life they want and align their money to support that life. With help from financial experts at Emerald City Fiduciary Group, create a strategy that is exclusive for you to secure your future. We offer various services designed to meet your specific needs and help you reach your dream life including planning for retirement, education, accumulating wealth, and building a legacy. As a client, you can expect to receive professional, prompt, and courteous services from our entire team at all times. Our team will collaborate with you to provide you with cash flow, net worth, and investment analysis reports. Our mission is simple, we want to help our clients achieve their dream life and retire early without worrying about money. At Emerald City Fiduciary Group, we believe that life should be lived to the fullest, and we want our clients to be able to do that. Emerald City Fiduciary Group is located in Seattle, Washington. It is directly affiliated with City Fiduciary Group, Vancouver Washington. The financial practices of Jeffrey Moormeier and Vivienne Strickler have together become Emerald City Fiduciary Group. Jeffrey Moormeier purchased Vivienne Strickler's clientele on July 1, 2020. Securities are offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, Inc. Strickler and Moormeier and Securities America are separate entities. Please see website for full disclosures
Year Founded
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Social Media
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Industry
Financial Services
HQ Location
200 West Mercer Street Suite 102 Seattle, WA 98119, US
Keywords
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