portrait of Ilya Yusufov

About Ilya

There is nothing better than exploring the hiking trails of the Pacific Northwest. I have hiked some trails like Cooper Mountain over 100 times. Being in nature balances me, keeps me focused and grounded. That peace I feel is what I work to give my clients. I work with you as a partner in all aspects of your financial wellness.

I have several years of experience in helping others plan for the future. Some of the most frequent questions I have come across include:

- When can I retire?
- Will I have enough money to reach my goal?
-...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2023 to Current
  • TD AmeritradeJanuary 2020 to July 2022

Education

  • SUNY Albany(State Univ of NY)Bachelor of Arts

Team Members

  • Linda Scarlett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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