Listings in Financial Planning, Training and Chilliwack After Hours Rotary Club

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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Country Financial - Lesa Ferguson

in Financial Planning, Insurance Services - Personal, Investment Services, Health and Medicine, Bellingham Bay Rotary Club

Country Financial provides both insurance and investment advice and products. Lesa Boxx joined Country Financial to fulfill a valuable need in our community. It's a great feeling to help my friends and neighbors achieve their goals!

1610 Grover Street
Lynden, Washington 98264-0000
United States

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360-354-2975
Fax: 1 360-354-4785

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Financial Plan, Inc. - Nathan Twining

in Financial Planning, Financial Advice, Wealth Management, Bellingham Rotary Club

Financial Plan Inc. is a Fee-Only Investment Advisory firm, providing peace of mind through expertise, comprehensive planning, and objective advice. Nathan Twining, CFP, serves as a Lead Advisor, building, managing and implementing plans for clients.

2115 Barkley Blvd. Suite 101
Bellingham, WA 98226
United States

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(360) 714-1234
Fax: (360) 738-3125

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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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Kathleen Funk Transitions

in Transitional Coach and Funeral Celebrant, Chilliwack After Hours Rotary Club

Life has many times of transition and sometimes we feel stuck. As a transition coach, I will assist in working with you to navigate through the challenges you face with change. As an End of Life Celebrant, I assist in writing life tributes based on

8485 Young Road
Chilliwack, British Columbia V2P 7Y7
Canada

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Edward Jones – Financial Advisor: Yulia Garrison

in Financial Planning, Financial Advice, Sedro-Woolley Rotary Club

When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.

607 Murdock St,
Sedro Woolley, Washington 98284
United States

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Financial Planning & Life Insurance Solutions - Travis Strain

in Financial Planning, Insurance Services - Personal, Investment Services, Langley Central Rotary Club

Travis Strain, CFP has been a financial advisor since 2006, with his practice based out of Langley BC. Travis is know for fantastic customer service, accuracy under pressure and conservative behaviour in complex situations.

#200 - 8661 201 Street
Langley, British Columbia V2Y 0G9
Canada

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RBC Dominion Securities - Linda Holmes

in Financial Planning, Estate Management, Investment Services, Wealth Management, Semiahmoo Rotary Club

Providing personalized wealth management services. Are your finances in order today? Are you headed in the right direction for the future? Are you reasonably prepared for the unexpected? Call me for a free, no obligation consultation.

Suite 400 – 2626 Croydon Drive
Surrey, British Columbia V3Z 0S8
Canada

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