411 University St, Seattle
Our premise is simple – speak your language, understand your objectives, and leverage brilliant technology to stand with you as you achieve your financial goals. With Proxy Financial, the entire financial ecosystem is at your fingertips. No red tape, no restrictions, just wealth done better.
We serve clients at every level of their organization, whether as a trusted advisor to top management or as a hands-on financial coach.
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Proxy offers over 27 services on an individual and business level to accommodate what the client needs over the corporate’s own interests.
Proxy acts as a non-captive agency and fiduciary to ensure that the best product available on the market is offered to our clients.
Proxy uses a combination of direct and indirect online marketing strategies to grow your businesses at local level in addition to Proxy's presence nationally.
Proxy is comprised of agents and advisors who strive to be the best in financial services. Proxy’s strength relies on its unique business model where professionals of various backgrounds and business models can find a place at Proxy Financial to service our clients and succeed while doing so. Here is a look of our distribution of agents and advisors by division: