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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
Office 360-855-4548, cell 360-420-5957
Fax: 888-812-6322
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
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
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
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
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
Odlum Brown - Michael Woods, CFP, CIM, Portfolio Manager
in Financial Planning, Chilliwack Fraser Rotary Club
Michael Woods is a Portfolio Manager in the Chilliwack, BC office of Odlum Brown. His commitment to you is that he will develop a lasting advisor/client relationships built on trust - the cornerstone of his business.
Suite 103 - 45425 Luckakuck Way
Chilliwack, British Columbia
V2R 2T7
Canada
1-800-663-5251
Fax: 604-824-4664
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
604-535-3854
Fax: 604-531-4586
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
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