Listings in Financial Planning, Mount Vernon Rotary Club and Mortgages

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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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

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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

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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

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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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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

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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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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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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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