Services
 

 

Advisory Services:

  • Wealth Management
  • Business Succession
  • Retirement/Financial/Estate Planning

 

Brokerage Services:

  • Fee/Commission
  • Stocks/Bonds/Mutual Funds
  • Rule 144 Transactions
  • Corporate Retirement Plans

 

Insurance:

  • Annuities (Fixed/Variable)
  • Life (Term/Universal/Whole)
  • Long Term Care

 

Our Representatives

Brian G. DiJulio – President, CEO, OSJ
bdijulio@branch.paulsoninvestment.com
425-646-6630

Bradley J. DiJulio – Vice President
dijuliob@branch.paulsoninvestment.com
425-646-6693

William A. Levy – Executive V.P., Levy Investment Group
wlevy@branch.paulsoninvestment.com
425-646-6711

Adam M. Levy – Vice President, Levy Investment Group
alevy@branch.paulsononvestment.com
425-646-6712

Eugene J. Gregory – Sr. Vice President
egregory@branch.paulsoninvestment.com
425-455-0915

Sara J. Anderson –Vice President
sanderson@branch.paulsoninvestment.com
425-990-3021

Michael Filer – Sr. Vice President
mfiler@branch.paulsoninvestment.com
425-990-3020

David Stitt- Sr. Vice President
dstitt@branch.paulsoninvestment.com
425-646-6635

Mel McMillian – Sr. Vice President
mmcmillian@branch.paulsoninvestment.com
360-249-1022 (Montesano, Wa. Branch)

Richard Zagelow –Sr. Vice President
dzagelow@branch.paulsoninvestment.com
360-746-0599

Vonie Bright – Vice President, Candidate for CFP Certification
vbright@branch.paulsoninvestment.com
425-451-4315