Williams Palmer LLC
Legal Name: OPTIMIST RETIREMENT, LLC
Full Contact Details
Williams Palmer LLC
777 108TH AVENUE NE, SUITE 2130, BELLEVUE, WA
425-637-3037
425-635-5120
Other Info
OPTIMIST RETIREMENT, LLC, formerly known as Williams Palmer LLC, is a Washington based Limited Liability Company that provides financial advisory services. The firm has 4 employees, all of them in advisory positions, although information on the number of clients served is unavailable. According to the SEC, the firm's registration was approved on Oct 9, 2018.
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Retirement Income Planning | Optimist Retirement Group
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
Direct Owners
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GRAHAM PATRICK WILLIAMS
MANAGING MEMBER owns more than 50% but less than 75%
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RYAN MICHAEL PALMER
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%