Treena L Tipton

Cascadia Financial Group is a financial services firm based in Bellingham, WA, offering a range of financial planning and investment management services to individuals and businesses. With a focus on personalized and strategic financial solutions, Cascadia Financial Group aims to help clients navigate their financial goals and secure their financial future. Generated from their business information

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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellingham, WA area, Peter Jensen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.