Addie Roberge - Heritage Bank

SAR Wealth Management is a registered investment adviser based in Lynnwood, WA, dedicated to providing tailored solutions for wealth management that align with clients' personal ethics and beliefs. Their array of services includes financial consulting, retirement planning, and investment strategies, all delivered with efficiency, discretion, and dependability. The firm prides itself on the expertise of its qualified professionals, who are committed to offering reliable financial advice that addresses the unique challenges individuals face throughout their lives. SAR Wealth Management operates under the trade name of SAR Group LLC, ensuring a comprehensive approach to financial planning and investment management. Generated from the website

Wells Fargo in Lynnwood, WA, offers a comprehensive range of financial services, including personal and business banking, investment solutions, and mortgage options. The bank provides various checking and savings accounts, credit cards, auto loans, and personal loans to cater to diverse financial needs. Additionally, Wells Fargo focuses on digital banking through its online and mobile services, enabling customers to manage their accounts conveniently. With resources for financial education, homeownership, and wealth management, the bank aims to support customers in achieving their financial goals. Generated from the website