Listings in Financial Planning, Surrey Rotary Club and Mortgages

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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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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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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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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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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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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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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Penny & Keenleyside Appraisals - Ed Landry

in Real Estate Services, Surrey Rotary Club

Ed Landry is the President of Penny & Keenleyside Appraisals, a recognized name in the real estate industry of the Province of British Columbia for over 50 years.

Suite 202 - 319 Governors Court
New Westminster, British Columbia V3L 5S5
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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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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