Listings in Tax Planning, Investment Services and Mortgages

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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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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Wells Fargo Advisors, Associate Vice President - Investment Officer - Josh Barrett

in Investment Services, Financial Advice, Bellingham Bay Rotary Club

As a Financial Advisor, I am dedicated to helping my clients and their families to build, manage, and protect their wealth by developing a comprehensive investment strategy that balances market risk and investment goals. I am here to assist you.

23 Bellwether Way Ste 200
Bellingham, Washington 98225
United States

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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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BDO Canada LLP - Accounting, Tax Advisory - Paul Coltura (Langley, BC)

in Professional Services, Accounting & Bookkeeping, Tax Planning, Langley Central Rotary Club

BDO is one of the leading accounting and advisory firms in Canada. Paul Coltura is a Partner in Audit and Assurance at BDO, in the Langley, BC office. With over 20 years experience as a CA, Paul deals primarily with owner-managed businesses.

220 - 19916 64 Avenue
Langley, British Columbia V2Y 1A2
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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The Barber Group/Mackie Research Capital Corporation - Anthony Sandler

in Investment Services, Port Moody Rotary Club

The Barber Group offers wealth management expertise overlaid on a disciplined investment management strategy that focuses on improving upon benchmark returns with high conviction opportunities in the equity, fixed income and alternatives markets

1075 West Georgia Street,
Vancouver BC,
Vancouver, British Columbia V6E 3C9
Canada

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AAREA Private Mortgages

in Real Estate Services, Banking, Investment Services, Wealth Management, Coquitlam Rotary Club

AAREA provides private mortgage lending, probate loans and loan administration services

210-128 W Hastings St Vancouver BC V6B 1G8

Canada

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