Investment Assets Management

This office provides advice and problem solving for real estate property owners. We work by the hour and provide advice only, not buying or selling brokerage services.

Membership Level: Member

Northwestern Mutual

Comprehensive, documented financial planning for individuals and businesses: savings, investments, retirement planning and risk insurances to insure you will not outlive your money or suffer financially due to an unexpected injury, illness or premature death.

Membership Level: Member

15345 Virlinia Point Rd.
Poulsbo, WA 98370

Website

360-930-5200

Edward Jones – Jessie Nino

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Membership Level: Member

19307 8th Ave NE, Suite B
Poulsbo, WA 98370

Website

360-779-6450

Edward Jones – Todd Tidball

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Membership Level: Member


Poulsbo, WA 98370

Website

360-779-6123

Edward Jones – Glenn Anderson

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Membership Level: Member

19032 NE Jensen Way
Poulsbo, WA 98370

Website

360-779-7894

Edgren, Hecker & Lemmon Insurance

EHL Insurance agency was formed in 2003 with the merger of two independent agencies, both located in Poulsbo, Washington, and each with a history dating back to the 1930’s. Today, EHL has two full-service agencies, one in Poulsbo and another in Port Angeles, WA. EHL has built its business on long-term, trusted relationships, and providing customized strategic solutions and services that tailored to meet the specific needs of its clients.

Membership Level: Member

227 NW Lindvig Rd.
Poulsbo, WA 98370

Website

800-929-1669

Columbia Bank

Columbia Bank is a Northwest community bank headquartered in Tacoma, Washington, with comprehensive solutions and expertise to meet the evolving needs of businesses and individuals.

Membership Level: Member

20148 10th Ave. Ste B
Poulsbo, WA 98370

Website

360-779-9889