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Coldstream Wealth ManagementFinancial advisor in Mercer Island, WA

Coldstream Wealth Management is a financial advisor at 7900 SE 28th St #204, Mercer Island, WA 98040. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Mercer Island, WA0 paid placements in any rankingHow we rank

Call (206) 466-6200Website ↗

Key facts

Key facts about Coldstream Wealth Management
Address7900 SE 28th St #204, Mercer Island, WA 98040Get directions
Phone(206) 466-6200
Websitecoldstream.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 4:30 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Mercer Island and 11 towns within 25 miles: Bellevue, Newcastle, Seattle, West Lake Sammamish, Bryn Mawr-Skyway, Kirkland, Renton, White Center, Tukwila, Redmond and Sammamish.

Based in Mercer Island, WAView on map

Opening hours

Opening hours for Coldstream Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Coldstream Wealth Management

What are Coldstream Wealth Management’s hours?

Coldstream Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Coldstream Wealth Management serve?

Serves Mercer Island and 11 towns within 25 miles: Bellevue, Newcastle, Seattle, West Lake Sammamish, Bryn Mawr-Skyway, Kirkland, Renton, White Center, Tukwila, Redmond and Sammamish. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Coldstream Wealth Management?

Call Coldstream Wealth Management on (206) 466-6200. The business is at 7900 SE 28th St #204, Mercer Island, WA 98040. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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