This Business Is Not BBB Accredited

ICON Consulting

ICON Consulting

(425) 562-4266

ICON Consulting

11 years in business
520 6th St S
Kirkland, WA 98033
Fax Numbers
  • (425) 746-4266
Additional Email Addresses
  • Info@ICONconsultingllc.com
BBB File Opened: 09/02/2010
Business Started: 01/01/2006
Business Started Locally: 01/01/2006
Business Incorporated: 02/08/2009 in WA
Type of Entity
Corporation
Business Management
  • Mr. Matt McKellar, President
Business Category
  • Financial Planning Consultants
  • Investment Advisory Service
  • Financial Services
  • NAICS: Investment Advice

Products & Services
01. Comprehensive Financial Planning, 02.Tax Planning & Retirement Cash Flow Analysis, 03. Investment Consulting & Wealth Management, 04. Real Estate Planning (Analysis, Appraisal, etc.), 05. Company Stock Option Analysis & Strategies, 06. Asset Protection & Insurance Planning, 07. Liability Management & Budget Planning, 08. Estate & Business Succession Planning, 09. Philanthropic & Charitable Giving Planning, 10. Intergenerational Wealth Transfer Planning, 11. Portfolio Analysis & Optimization Techniques, 12. Education Planning (529, GET, Financial Aid)
Service Area
This company services Washington State as well as Alaska, Arizona, California, D.C., Florida, Georgia, Idaho, Massachusetts, Maryland, Minnesota, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Texas and Wisconsin.
Alternate Business Names
  • Icon Consulting Inc
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

A+

Overview

This company offers financial planning services. 

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

ICON Consulting

This Business Is Not BBB Accredited

ICON Consulting

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