Lance Peters, Spotlight Asset Management - Bellevue, Washington

Lance Peters and Spotlight Asset Management: Your Financial Gateway

Located at 10900 NE 4th St, 23rd floor, Bellevue, WA 98004, Lance Peters leads Spotlight Asset Management, a distinguished firm recognized for its comprehensive financial services. Reach out to them at Phone: +1 206-905-8700 or visit their professional online presence at spotlightassetgroup.com.

Specialties: As a multifaceted entity, Spotlight Asset Management boasts a range of services including Financial Planning, Accounting, Financial Consulting, and Investment Services. Under the leadership of Lance Peters, a dedicated Financial Planner and Accountant, the firm excels in crafting personalized financial strategies tailored to meet individual and corporate needs.

For accessibility, Spotlight Asset Management prides itself on offering a Wheelchair accessible entrance, parking lot, and restrooms. This commitment to inclusivity ensures that all clients, regardless of physical ability, can comfortably conduct their business.

A note of interest for potential clients is the firm's recommendation to schedule appointments beforehand to ensure a smooth and efficient consultation process.

Customers have shared their experiences, with Spotlight Asset Management currently holding 1 review on Google My Business. However, the average opinion stands impressively high at 5/5, indicating a high level of customer satisfaction and reliability. This glowing feedback suggests that clients have found the services provided to be of exceptional quality and worth recommending.

When considering your financial future, choosing a trusted and experienced team like Spotlight Asset Management is crucial. With Lance Peters at the helm, the firm combines expertise, accessibility, and a customer-centric approach to deliver outstanding financial guidance.

👍 Reviews of Lance Peters, Spotlight Asset Management

mark C.

5/5

As an investor and preparing the last leg of retirement planning, it can sometimes be daunting finding credible resources. I came to the conclusion most financial planners are more interested in selling insurance or other portfolios that benefit them, but not me.
I found Lance Peters with ClearPoint Wealth Mgmt. through a referral network. He spent a great deal of time analyzing my portfolio and asking questions to determine my financial and retirement goals. I felt very comfortable with him and in a short time have gained in my investment values as well as established an obtainable goal for retirement. I highly recommend Lance and his company.