Douglas Britney

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategy design

About

Douglas Britney is a financial consultant based in Bellevue, Washington, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and values of his clients. His services include investment management and insurance strategy design, with a focus on high net worth individuals, families, corporate executives, and businesses. Douglas employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance, ensuring personalized financial guidance.

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