Listings in Financial Planning, Employee Benefits, Funeral, Cremation and Cemetery Services, Whatcom County North Rotary Club and Mortgages

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

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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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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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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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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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Endless Possibilities Executive Coaching & Consulting - Marilynn Kendall

in Professional Services, Employee Benefits, Coaching, Leadership skill development, Toxic workplace coaching, Executive coaching, Chilliwack After Hours Rotary Club

I am an Executive Coach & Leadership Consultant who focuses upon helping clients develop values-based leadership skills, and enabling people to thrive/survive when they are entangled in a toxic workplace

16 – 46110 Thomas Rd
Chilliwack, British Columbia V2R 2R4
Canada

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Zervas Architects - Principal - Sharon Robinson

in Architecture & Design, Whatcom County North Rotary Club

Sharon Robinson is a Principal of Zervas Architects, Northwest Washington's design leader since 1961. Zervas advocates urban concentration which preserves our natural resources and design that adds to the community experience.

209 Prospect Street
Bellingham, Washington 98225
United States

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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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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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