Sound Financial Planning

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

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.

Waycross Investment Management Company in Bellingham, WA offers a range of financial services including personal and nonprofit asset management, financial and retirement planning, IRA and 401k rollovers, and advisor services for 401k and nonprofit 403b plans. With a focus on disciplined portfolio management and socially responsible investing, Waycross aligns clients' interests with transparent fee structures and a team of experts to guide them towards a prosperous financial future. Benefiting from over sixty years of experience, Waycross emphasizes values-aligned investing, teamwork, and knowledge and experience in their approach to helping clients navigate their unique financial journeys. Committed to transparency and responsibility, Waycross aims to support clients over the long-term by understanding their individual needs and priorities to create tailored financial plans for a secure future.Generated from the website