Bankers Life

Bankers Life aims to provide real-life solutions through a comprehensive insurance product suite, brokerage offered through Bankers Life Securities, and Advisory Services offered through Bankers Life Advisory Services, Inc.  A defining characteristic at Bankers Life is our commitment to in-home visits with customers.  Instead of pushing our customers to toll-free numbers and web addresses to find answers and information on their own, we prefer to meet our customers face-to-face in the comfort and convenience of their own homes.

When you sit across the table from a Bankers Life agent, you’ll learn about insurance products and solutions that are appropriate for you and your family.  We take the time to get to know you – to understand your financial, health, and retirement concerns for your family and business.  Our office to support you is located at 1050 NE Hostmark St., Poulsbo, WA 98370

Categories: Finance, Insurance

Tags: brokeragefinancialhealthinsuranceretirement

Bankers Life

1050 NE Hostmark St., Ste 202
Poulsbo, WA 98370 United States

Website

3609947235

Clarke Whitney

Clarke Whitney, CPA, Inc. is one of the leading firms in and throughout Bremerton.  By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.  Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Categories: Finance, Insurance

Tags: accountantaccountingbookkeepingCPAestatefinancialforensic accountingguidancetaxtaxestrust

19083 Front St. NE #2
Poulsbo, WA 98370 

Website

360-779-4644 Ext 24

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.

Categories: Finance, Insurance

Tags: businessdentalgroupinsurancemedicalpersonalsavingsvision

227 NW Lindvig Rd.
Poulsbo, WA 98370 

Website

800-929-1669

Edward Jones – Glenn Anderson; Financial Advisor

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

Categories: Finance, Insurance

Tags: advisorbrokercollegefinancialinvestinvestmentmoneyretirement

19032 NE Jensen Way
Poulsbo, WA 98370 

Website

360-779-7894

Edward Jones – Jessie Nino; Financial Advisor

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

Categories: Finance, Insurance

Tags: advisorbrokercollegefinancialinvestinvestmentmoneyretirement

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

Website

360-779-6450

Edward Jones – Robert W. Morgan; Financial Advisor

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference.

Categories: Finance, Insurance

Tags: advisorbrokercollegefinancialinvestinvestmentmoneyretirement

20270 Front Street NE, Suite 102
Poulsbo, WA 98370 

Website

360-598-3750

Edward Jones – Todd Tidball; Financial Advisor

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.

Categories: Finance, Insurance

Tags: advisorbrokercollegefinancialinvestinvestmentmoneyretirement

First Underwriters Insurance Kitsap

We are an independent insurance broker focused on meeting the risk financing needs of small and medium-sized businesses.  We offer tailored insurance programs for Business, Life, Disability, Personal, Long-Term Care and all other types of insurance.

First Underwriters Insurance Kitsap is part of the Weedin Insurance Group, LLC and David Roefer serves locally as your broker for all your insurance needs.

Categories: Finance, Insurance

P.O. Box 1712
Poulsbo, WA 98370 

Website

702-524-9436

JC Madison, Inc

Bringing together our insurance know-how and heart-centered approach, for over 40 years we’ve been guiding clients from concern to confidence, helping them to make decisions that improve their life and the lives of those who depend on them.

Employee Benefits – Invest in your team

Medicare – Understand your options

Life Insurance – Design your legacy

Income Protection – Build a strong foundation

Long Term Care – Empower peace of mind

Categories: Finance, Insurance

Tags: annuitiesfinancialinsurance

18887 State Hwy 305, Ste 300
Poulsbo, WA 98370 

Website

360-779-1082

Key Bank

KeyBank Consumer Banking provides you with all you need to confidently manage your financial future – from branch-based deposit and investment products, personal finance services and loans to financial, estate and retirement planning, and asset management services.

Categories: Finance, Insurance

Tags: bankbankingconsumerdepositfinancialinvestmentsloansretirement

19735 10th Avenue NE
Poulsbo, WA 98370 United States

Website

KP Advantage

KP Advantage is a bookkeeping, accounting and tax firm. We offer our services (and have clients) for businesses of all sizes, from small 1-2 person companies to those with hundreds of employees. The work we can do includes everything from simple consulting to full-charge bookkeeping, and all the way up to out-sourced Controller positions. We also offer a full-range of tax preparation services for individuals, partnerships, corporations, estates, trusts and non-profits.

Membership Level: Silver

Categories: Finance, Insurance

Tags: accountingbookkeepingCPAtaxes

20065 12th Avenue NE
Poulsbo, WA 98370 

Website

(360) 535-4110

LendUs (now loanDepot)

loanDepot, America’s lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.

Categories: Finance, Insurance

Tags: construction loansdebt consolidationfinancehome loansinsurancemortgagespurchasesrefinancesresidentialreverse mortgages

4550 NW Newberry Hill Rd. #101
Silverdale, WA 98383 United States

360-509-1044

Liberty Bay Bank

Liberty Bay Bank was founded in 2009 by regional business leaders with a breadth of professional expertise and a determination to create a different breed of bank: one that is truly invested in the success of every commercial and personal banking client, fiscally prudent and deeply engaged in the communities it serves.

Categories: Finance, Insurance

Tags: bankingbusinesscheckingpersonalsavings

Olympic Title & Escrow

Olympic Title Company is a locally-owned and locally-managed exclusive agent for First American Title Insurance Company with offices in Kitsap and Mason Counties that are conveniently positioned around the West Sound.

Close with confidence, backed by three generations, many decades of title and escrow experience, and a family of seven brands behind every transaction we take part in. Olympic Title & Escrow has convenient locations in Poulsbo, Silverdale, Belfair and Shelton, with sister companies and physical coverage across Western Washington’s Olympic Peninsula from the Oregon border to the northernmost point on the peninsula. We are the go-to title company for brokers and lending professionals.

See for yourself why we have grown to become one of Washington State’s largest title and settlement service providers.

Membership Level: Gold

Categories: Finance, Insurance

Tags: escrowpoulsboproperty titletitle

19355 Jensen Way NE
Poulsbo, WA 98370 

Website

360-930-0794

Paula Weissinger State Farm Agent

Paula Weissinger State Farm Agency – Serving Kitsap County! Paula’s office provides Auto, Home, Boat, Liability and Business Insurance. We also provide Earthquake, Flood, Life and Disability Insurance. Paula and her team have over 25 years of State Farm experience. Please give us the opportunity to show you what a trusted resource we can be. Call, send us an email or stop in today!

 

Categories: Finance, Insurance

Tags: annuitiesinsurance

175 Parfitt Way SW Ste 180
Bainbridge Island, WA 98110 

Website

206-855-0855

Peninsula Credit Union

We are proud to offer our members personal, friendly service, great rates and numerous financial products – all in the spirit of teamwork and cooperation.

Our business philosophy is best described by our mission statement: “We listen, we serve, we educate, we care… always.” We are conscious of our roots, mindful of our responsibilities and energized by our potential to aid our members in an increasingly complex financial world. We are involved in our communities and, like you, appreciative of the dramatic beauty and riches of the Olympic Peninsula.

Categories: Finance, Insurance

Tags: bankingbusinesscheckingcredit unionIRAloansmortgagepersonalsavings

21505 Market Pl NW, Ste 109
Poulsbo, WA 98370 

Website

360-697-3011 ext.3419

Poulsbo Junction Insurance

At Poulsbo Junction Insurance, we’ll help you find Home, Auto, RV, Motorcycle, Classic Car, Boat, Business and Life insurance.As an Independent insurance agency, we are appointed with a variety of insurance carriers to find you the best protection.

Categories: Finance, Insurance

Tags: antique autosatvautoboatsbusinessearthquakefloodhomelifemotorcyclepersonalrv

19735 10th Ave. NE #N204
Poulsbo, WA 98370 

Website

360-779-4489

PrimeLending – Bainbridge Island

Whether you’re a first time homebuyer or you’re well-versed in the process, buying or refinancing a home can be an exciting and rewarding experience with PrimeLending. We take the time to listen and we’ll work with you to find a home loan that fits your needs. Here are just some of the ways we make it simple.

Categories: Finance, Insurance

Tags: homebuyerlendingloanloans

400 Winslow Wy NE #180
Bainbridge Island, WA 98110 

Website

206-780-6084

Schultz & Associates

Schultz & Associates, PS is a leading Kitsap Peninsula CPA firm.  Our staff of experienced Certified Public Accountants and associates are here to help with all of your tax and accounting needs.  We offer a broad range of CPA services for business owners, executives, independent professionals, non-profits and retirees.  We specialize in tax planning and preparation with extensive experience with business, estates and trusts.  As members of the American Institute of CPA’s we constantly strive to deliver top quality work customized to fit your individual needs.  Trust, integrity and service matter at Schultz & Associates, so we assure attention to detail.  We are affordable, experienced and friendly.

Our new address beginning at the end of 2019:

19351 8th Avenue NE, Ste. S-113

Categories: Finance, Insurance

Tags: accountantaccountingaffordablebusinessCPAnon-profitprofessionalsretireestaxtaxes

19351 8th Avenue NE, Ste. S-113
Poulsbo, WA 98370 

Website

360-779-5606
206-842-3408

Stasie Pike at Evergreen Home Loans

I am proud to be a Loan Officer at Evergreen Home Loans. I take pride in the ethical lending practices that this company values so strongly.   My career started in the mortgage business 20 years ago when I moved here from Seattle, a few years after graduating from the University of Washington. I began as a Loan Processor, working my way in to a Junior Underwriting position by 2004. In 2006 I began working as a Loan Officer, which is the position I hold today.   I truly enjoy what I do, working with a variety of clientele from first time homebuyers to sophisticated property investors.

*We have outgrown our lovely downtown Poulsbo office and have temporarily relocated while our new offices are being readied! Please visit us down on Anderson Pkwy where we will enjoy the waterfront until Spring 2020:

18825 Anderson Pkwy NE, Suite 105

Poulsbo, WA 98370

Categories: Finance, Insurance

Tags: home loanslendingloan officerloansmortgage

19089 Jensen Way
Poulsbo, WA 98370 

Website

360-203-3158

The Kathleen Sutton Fund

The Kathleen Sutton Fund has a single mission to  assist women who are undergoing treatment for all cancers with their travel expenses. Women are referred to KSF by their healthcare social worker because they are experiencing a financial hardship. Health insurance usually does not cover these out-of-pocket expenses. Based on financial need, and the completion of a simple application process, funds are available for the client and a companion, or if needed an insured driver. Allowable costs include: all ferry fees, gasoline, parking, tolls, and any other transit expense.

Categories: Family, Community, Civic Org.Finance, InsuranceFitness, Wellness & YogaHealth Care & Health Related Services

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