Listings in Financial Planning, Financial Services and Mortgages

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

Bookmark this |Send E-mail

Prospera Credit Union (Mission Branch Manager) - Sean Melia,

in Banking, Financial Services, Mission Mid-Day Rotary Club

Don't just bank. Prosper. Sean Melia is the manager of the Mission branch of Prospera Credit Union. Making life better for everyone is important to us at Prospera - both in the financial well-being of our members and our commitment to the community.

101-32423 Lougheed Hwy
Mission, British Columbia V2V 7B8
Canada

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail

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

Visit Website

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

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail

Dominion Lending Centre Mortgage Broker - Robin Klassen

in Mortgages, Chilliwack Rotary Club

I help people find the right mortgage for their purchases, refinances and mortgage renewals. I work for you – not the lenders – to ensure you receive the best rates and products available in today’s marketplace.

15-45966 Yale Road
Chilliwack, British Columbia V2P 2M3
Canada

Bookmark this |Send E-mail