Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.




411 University St, Seattle


professional consultations

Financial Planning, Execution & Strategy

We are a boutique firm designed for small businesses and families seeking to maximize results

how we work
main principles

Global Reach with Local Understanding

In what areas do you provide Financial Planning?

We specialize in a range of financial planning. These include strategic planning, budgeting, goal setting and tracking, risk tolerance assessment, wealth management.

Do you run virtual meetings or in person?

We are able to meet in person or virtually depending on the client and what is most comfortable for them.

How do you stay up to date on the market?

We do in-depth research, keeping the ourselves up to date with the latest relevant information. 


What People Say About Us


Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.


We have individuals licensed to sell insurance products in the following jurisdictions: AZ, FL, IL, IN, MI, NE, NY, PA, TN, TX, WI


We have individuals licensed to sell securities products in the following jurisdictions: AZ, CA, NE, NY, WI