How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – Bothell, our mission is to help create and assist with the implementation of comprehensive client plans to meet lifelong financial goals including estate and charitable planning, retirement and business planning, tax planning strategies and investment advisory services.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Client Support
Upcoming Events
Take a look at upcoming events hosted by our firm.
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Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
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Market Commentary: July 2025 Recap
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2025 Mid-Year Roundtable Summary
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM PST
Office Addresses:
12100 N.E. 195th Street, Suite 200 Bothell, WA 98011
Office Contact:
(Main) 425-489-4500
(Toll-Free) 800-598-1030
(Fax) 425-485-8489
We’re by your side for all your needs, in business and in life.
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