Listings in Financial Planning, Mortgages and I T Management Solutions

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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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

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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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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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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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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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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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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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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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