Listings in Bellingham Rotary Club, Insurance Services - Personal and Wealth Management

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

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Paul Spencer Insurance Agency

in Insurance Services - Personal, Burlington Midday Rotary Club

I am committed to earning and maintaining your trust. I will listen to what your needs are, discuss available options and always provide prompt friendly service. Call me for all of your insurance needs under one roof.

180 Gilkey Rd. Burlington, WA
98233
United States

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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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Allstate Insurance - Demeroutis Agency - Bill Demeroutis

in Insurance Services - Personal, Lake Stevens Rotary Club

Are you in good hands? You will be when you contact Bill Demeroutis and Allstate Insurance for all your insurance needs.

1904 Wetmore Ave
Suite 103
Everett, Washington 98201
United States

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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

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

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Alta Insurance Brokers - Clayton Browse

in Insurance Services - Personal, Everett Rotary Club, Insurance Services - Business, Insurance Services - Auto

Independent Insurance Agent/Broker. We represent many regional & national insurance carriers, and have the ability to insure just about any personal or commercial endeavor.

3400 188th Street SW, Suite 540, Lynnwood,
Lynnwood, Washington 98037
United States

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425-309-7270
Fax: 425-954-4609

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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State Farm Agent (Lynnwood Office) - Teri Busch

in Insurance Services - Personal, South Everett Mukilteo Rotary Club

Like a good neighbor, State Farm is there. Teri Busch is your State Farm agent in Lynnwood, WA.

Suite 201 - 18910 28th Ave W
Lynnwood, Washington 98036-4701
United States

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Edgewater Advising, LLC - Debbie J. Ahl

in Business Services, Bellingham Rotary Club

Edgewater strengthens organizations with projects which include healthcare provider acquisitions, development of conversion foundations, strategic guidance for health IT companies and executive coaching, governance and stakeholder engagement.

49 Strawberry Point
Bellingham, WA 98229
United States

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