Financial Stratagies & Solutions

Fee-Only Financial Planning & Advice

Waycross Investment Management Company is a trusted financial advisory firm based in Bellingham, WA. With over sixty years of experience, they specialize in providing personalized asset management services, retirement planning, and IRA and 401k rollovers. Their team of experts is dedicated to aligning their clients' financial goals with their unique needs and values, offering transparent fee structures and socially responsible investing options. Waycross Investment Management Company takes pride in their disciplined portfolio management approach, ensuring that their clients' investments reflect their social and environmental priorities. With a commitment to transparency and long-term partnership, they strive to guide individuals and families towards a prosperous financial future.Generated from the website

Founded in 1989 and located in Bellingham, Wash., Saturna Capital Corporation is an investment management company. It focuses on helping individuals and institutions build wealth, earn income and preserve capital. The company invests in a variety of financial options, including mutual funds, individual retirement accounts, and health and education savings accounts. Saturna Capital Corporation invests in a range of equity and bond funds, such as Idaho tax-exempt fund, Amana income and growth funds, Sextant growth and international funds, and Sextant bond income and short-term bond funds. The company s other investment options include stocks and fixed-income securities, including the United States treasuries. It customizes clients retirement savings strategies per their requirements. The company provides various kinds of online brokerage account management options for customers. It also has trained brokers to offer personalized assistance with brokerage transactions.