Learn how Opportunity Zone investments can act as a powerful investment tool used to defer, and potentially reduce, taxable gains from the sale of business or property, or earnings from the sale of an investment.
For Industry Partners: Learn what’s needed to successfully help business owners manage wealth events.
Learn what’s needed to successfully manage wealth events to achieve your desired outcome.
We are excited to share that our CEO, Terry Cook, CFP, CIMA, has once again been named to the prestigious Barron’s Top Advisor List, recognizing the top 1,200 Financial Advisors in America!
We’re honored to share that Parcion has been listed in Seattle Business Magazine’s annual 100 Best Companies To Work For, ranking #23 in the small business category!
We’re excited to share that Parcion has been named Best Financial Advisor for 2022 by Bellevue Lifestyle Magazine! With community at the center of all we do, it is such an honor to receive an award voted on by our own community!
