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Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more! Strategic Relationships
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If you are an individual, family, endowment, or family foundation and were referred to us or you just like what you have seen here, we welcome your phone call or email so we can discuss your situation. From there we can decide how we might want to move forward to address your financial services needs. Thank you. Contact and information requestGive us a call during business hours with your inquiry or questions at 206-782-1205. (Or 800-940-1747 for clients and prospective clients if you are otherwise facing tolled long-distance charges.) Other times or if you
just prefer, simply send a message to: __ I just have a few initial questions, please give me a call. Contact info(*=required items): *Name(s): Address: *City, State Zip: Email: *Phone: Here are some details of my inquiry, comments, or questions: ____________ Tip: Please include a meaningful description in the subject line. If you provide us with your contact information, we will be able to promptly reach you to answer your questions or respond to your request. Call us by phone for urgent service. This branch office complies with the KMS Privacy Policy. Phone206-782-1205 (Or 800-940-1747 for clients and prospective clients if you are otherwise facing tolled long-distance charges.) FAXPlease call for access. (unpublished to reduce spam) Mailing address6009 34th Ave NW, Seattle WA 98107-2619 Secure file uploadhttp://dropbox.yousendit.com/GoodfundsWealthManagementSocial networking
Electronic mailEmail is an excellent choice for sharing general information, service requests, or other non-time-sensitive business. However, it may be subject to transmission failures or delays so please do not send time-sensitive messages such as an order to buy or sell a security, transfer money, etc. Such orders are best communicated in a two-way telephone conversation or in writing if a signature is required. Complex consultations or conversations done by phone or in person can sometimes be more effective and time-efficient than via email. Because of spam and virus filtering, occasionally a legitimate message gets stopped and we do not see it. If we don't respond timely to your important message, please follow up with a phone call. Tele-marketing calls, junk mail, junk faxes, and email spam to this office will not be tolerated and will be reported to the Washington State Attorneys General Office. Senders of unsolicited e-mail are subject to this offer. Missed appointmentsAs disclosed on our Advisory Fee Schedule, there may be a fee if you fail to show up for an appointment. We request a minimum 24 hours of notice if you must reschedule or cancel your appointment. QR code(Scan with a QR reader app in your mobile device.) Goodfunds Wealth Management (web address) to add bookmark or to iPhone Home
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