Didn’t you used to be called Bellevue Financial?
Yes. We changed our name in Fall of 2010 to better reflect our approach to financial services. Trutina means “balance” in Latin. It reflects the balance we help provide to clients, as well as the balance we strive for in our own professional and personal lives.
Do the same people still own and manage your firm?
Yes. The same principals who formed our firm in 2005 still own and manage the firm today. Only our name has changed.
Where are you located?
In an attractive, human-scale building on what some call the leafy edge of Bellevue—nicely situated between the bustle of downtown and the more measured pace of Old Main (with free parking). Find our complete contact information here.
Do you provide services to individuals?
Yes. We offer comprehensive financial planning and wealth management services, including investment advising, insurance planning, retirement planning, estate planning, and a good deal more. To make an appointment with one of our financial advisors, call 1-800-401-4534.
What is the minimum investment to gain the most from Trutina’s services?
Our services are best suited for people with investable assets of $400,000 or more.
How about services for business?
Yes, the products and services we provide to companies throughout the Pacific Northwest are an important part of our business. We advise businesses on a broad spectrum of issues and help them balance need and cost with regard to health benefits, retirement plans, key man insurance, resolution of partner conflicts, and much more. To speak with a member of our business services team, call 1-800-401-4534.
How large does a company need to be to make the best use of your services?
We’ve found that the companies who best fit our services are those with at least 20 employees.
Do you receive commissions on the financial products you sell?
We are a fee-based advisor with competitive rates. Since we’re all about your interests, we don’t have any incentive to sell you any particular products or services.