Lloyd J. Galbraith,  CFP<sup>&reg;</sup> - Financial Advisor

Lloyd J. Galbraith, CFP®

Financial Planner (owner)

L. Jeffrey Galbraith, CFP

300 Admiral Way, Ste 210
Edmonds, WA 98020-7230
(425) 775-5325

General

Lloyd Galbraith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at L. Jeffrey Galbraith, CFP in Edmonds, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources