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TOMMY GUILFOYLE

Financial Planner & Investment Advisor
Office: (206) 479-9774
Fax: (206) 479-9774

Introduction

I’m Tommy Guilfoyle and I’ve been helping people plan and accomplish their financial goals for over 25 years.

Life moves pretty fast and it’ll throw some curveballs at you: new job, inheritance, relocation, baby, empty nest, retiring, investment property, selling your business etc. Whatever your next step is, my expertise is to help you reach your goals with confidence and peace of mind.

Why do my clients choose to work with me?

I challenge them to elevate their thinking about what’s possible for their family or business. They consider me to be their personal chief financial officer and behavioral finance coach. They know if it involves money or planning, I have their back. I am grateful for having experience helping clients manage concentrated stock positions or deal with the challenges of important life transition events as well as providing for their trust and estate planning needs. In addition, I enjoy working with clients’ attorneys, accountants and other advisors to help coordinate achieving what is most important to them.

Client Service Team

Location

2542 WESTLAKE AVE N
Suite #11
Seattle, WA 98109
Direct:
(520) 904-8257
Fax:
(916) 891-5907

LET'S TALK

1435 River Park Drive, Suite 504, Sacramento, CA 95815; Office: 916-891-2557

Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group Inc.’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.

Investment products and services available only to residents of: AZ, CA, ID, NV