Financial Services Group

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Faulkner Investment Services LLC, established in 1989, specializes in helping individuals and families build and preserve their wealth through objective, scientific money management strategies. Operating as an independent, fee-only registered investment advisor, the firm aligns its success with that of its clients, ensuring a commitment to their financial goals without the influence of commissions or kickbacks. With a client base spanning five states, Faulkner Investment Services emphasizes a personalized approach by carefully listening to each client's financial concerns. Their partnership with Schwab Institutional allows clients to have their assets managed by one of the world's largest and most respected investment firms, further reinforcing their dedication to secure financial futures. Generated from the website

Spinnaker Financial, located in Bellingham, WA, is a well-established firm with a strong dedication to providing exceptional service to their clients. With a team of experienced professionals, they offer a range of financial services and strive to create personalized solutions tailored to individual needs. Specializing in securities and advisory services, Spinnaker Financial is associated with LPL Financial, a Registered Investment Advisor. Their knowledgeable representatives are registered in multiple states, ensuring they can assist clients with securities business in a variety of regions.Generated from the website