This Business Is Not BBB Accredited

Columbia Financial Planning LLC

Columbia Financial Planning LLC

(425) 943-0001

Columbia Financial Planning LLC

11 years in business
I 90 and I 405 intersection
Bellevue, WA 98006-1008
Fax Numbers
  • (425) 614-0270
Additional Email Addresses
BBB File Opened: 08/03/2010
Business Started: 01/01/2006
Business Started Locally: 01/01/2006
Type of Entity
Limited Liability Corporation
Business Management
  • Principal: Ms. Heidi Davis, Member
Contact Information
  • Principal: Ms. Heidi Davis, Member
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Financial Planning Kit
  • Financial Services

Products & Services
Hourly Financial Planning Services and Comprehensive Financial Plans.
Service Area
Washington, Bellevue, Seattle, Eastside
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.
Number of Employees: 



This company offers financial planning services. Investment analysis and recommendations. Financial and Retirement Plans. Tax Planning. Social Security Maximization Analysis. Asset Allocation. Trust and Inheritance help. Retirement Withdrawal Help.

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BBB Reason for Ratings

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

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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.

Columbia Financial Planning LLC


Columbia Financial Planning LLC

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