Listings in Financial Planning, Eye Care and Tax Services

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

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

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

Country Financial - Lesa Boxx

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

Bookmark this |Send E-mail

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

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

Everett Optometry Clinic, PS - Dr. James D. Schrader, OD

in Health and Medicine, Everett Rotary Club, Optometry, Eye Care

Everett Optometry Clinic is a premier eye care facility located in Everett, Washington. Our office and eye doctors are dedicated to providing excellence in patient care, clinical education, and optical services.

3700 Colby Avenue
Everett, Washington 98201
United States

Bookmark this |Send E-mail

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

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

Bookmark this |Send E-mail

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

Bookmark this |Send E-mail