Listings in Training, Estate Management, Investment Services and Burlington Midday Rotary Club

Langabeer McKernan Burnett & Co, PS - Kathy McCone CPA

in Business Services, Investment Services, Arlington Rotary Club

Individual, business and tax accounting providing quality, timely service at a fair price. Never underestimate the value of a CPA.

4027 80th St N E
Marysville, Washington
United States

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Wells Fargo Advisors, Associate Vice President - Investment Officer - Josh Barrett

in Investment Services, Financial Advice, Bellingham Bay Rotary Club

As a Financial Advisor, I am dedicated to helping my clients and their families to build, manage, and protect their wealth by developing a comprehensive investment strategy that balances market risk and investment goals. I am here to assist you.

23 Bellwether Way Ste 200
Bellingham, Washington 98225
United States

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Heritage Bank - John Stewart (Commercial Banker - Senior Vice President)

in Financial Planning, Banking, Investment Services, Bellingham Rotary Club

More than a community bank. A community of banks. We serve customers with needs and dreams as unique as they are. Customers like you. We’re located throughout the Pacific Northwest. We believe in helping others for the health of our communities.

265 York Street
Bellingham, Washington 98225
United States

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Paul Spencer Insurance Agency

in Insurance Services - Personal, Burlington Midday Rotary Club

I am committed to earning and maintaining your trust. I will listen to what your needs are, discuss available options and always provide prompt friendly service. Call me for all of your insurance needs under one roof.

180 Gilkey Rd. Burlington, WA
98233
United States

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Kulshan Commercial (Investment/Real Estate) - Allen Stockbridge

in Investment Services, Real Estate, Commercial Real Estate

My firm provides real estate brokerage services for commercial/investment real estate in Washington, the US and internationally. We represent Sellers, Investors and Users for all types of commercial real estate and development land.

114 W Magnolia Street, Bellingham, WA
#400
Bellingham, Washington 98225
United States

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Assante Capital Management Ltd. - David Robinson

in Financial Planning, Investment Services, Chilliwack Rotary Club

At Assante Wealth Management, we understand that everyone's financial situation is unique and that managing your wealth can be complex and time-consuming. An Assante Wealth Management Advisor can simplify your life.

205 - 46167 Yale Rd.
Chilliwack, British Columbia V2P 2P2
Canada

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Berrisfords IT Services - Michael Berrisford

in Information Technology Management, Port Moody Rotary Club, Training, Support, Coaching

Coaching, support, supply of anything IT related for home & small businesses in Tri Cities area.

204 121 Shoreline Circle,
Port Moody, British Columbia V3H5G2
Canada

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RBC Dominion Securities Wealth Advisor - Darlene Koller

in Financial Planning, Estate Management, Chilliwack Mt. Cheam Rotary club

Darlene Koller is a Portfolio Manager and Wealth Advisor as well as a certified financial planner and chartered insurance professional for RBC Dominion Securities. Contact Darlene today for a free consultation.

9296 Main St.
Chilliwack, British Columbia V2P 4M5
Canada

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BTM Lawyers LLP - Michael Poznanski

in Law Practice, Estate Management, Business Consulting, Port Moody Rotary Club

Michael Poznanski is a business and estate planning lawyer, who assists local business owners and families with BTM Lawyers, a full service law firm.

#530-130 Brew Street
Port Moody, British Columbia V3H 0E3
Canada

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Peoples Bank (Burlington) - Holly Peterson

in Mortgages, Financial Services, Burlington Midday Rotary Club

Holly Peterson, with the Burlington branch of Peoples Bank, will help you through the loan process by keeping open lines of communication and providing you with ample time to answer any questions - from origination to closing.

822 South Burlington Blvd.
Burlington, Washington 98233
United States

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