Search
Banner Bank - Jeff Mitchell
in Financial Planning, Banking, Investment Services, Everett Rotary Club
It’s been 125 years, and Banner Bank remains committed to being the best provider of financial services in the West. Our motto, ‘Do the right thing,’ is much more than a slogan at Banner Bank.
2531 Colby Avenue
Everett, Washington
98201
United States
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
Office 360-855-4548, cell 360-420-5957
Fax: 888-812-6322
Architype Benefits - Greg Archibald
in Business Services, Benefit Plans, Port Coquitlam Centennial Rotary Club, Health and Dental plans
Health and dental coverage with a guaranteed no-price-increase option, refund of excess premium, better plan flexibility, lower overhead so more money stays in your plan, and a Rotary Association discount payable to your Rotary club.
#206 – 1220 Falcon Drive
Coquitlam, British Columbia
V3E 2E5
Canada
604-942-2299
Fax: 604-944-6490
Coast Capital Savings (Financial Planning Pro) - Theilade, CFP PFP
in Business Services, Financial Planning, Mission Mid-Day Rotary Club
As a Certified Financial Planner, Aaron Theilade can help you plan for your future financial success. Coast Capital Savings is Canada's largest credit union by membership. At Coast Capital Savings we ask our members: How can we help you?
320 - 19800 Lougheed Highway
Maple Ridge, British Columbia
V3Y 2W1
Canada
Larry Saint Claim Adjusting
in Financial Planning, Investment Services, Lake Stevens Rotary Club
I have handled multi-line claims since 1974. I successfully negotiated small and large bodily injury and fire claims. Auto and boat appraisal experience. I am a Washington Licensed Independent adjuster.
Lake Stevens, Washington
United States
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
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
Empowered Business Coaching - Tony Malyk
in Business Services, Professional Services, Training/Facilitation, Financial Planning, Langley Central Rotary Club
Tony is a proud Rotarian and a Certified Professional Business Coach who works with business owners primarily in the manufacturing, distribution, technology and trades industries to reach their goals.
21389 86A Crescent
Langley, British Columbia
V1M 2A2
Canada
Coastal Community Bank - Branch Manager - Katy Woods (Monroe Branch)
in Financial Planning, Banking, Monroe Rotary Club
Katy Woods is the Branch Manager of the Monroe branch of Coastal Community Banking. At Coastal Community Bank, community isn't just our middle name. It's how we do business.
19351 SR 2
Monroe, Washington
98272
United States
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
(360) 714-1234
Fax: (360) 738-3125