Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company. Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise in an authentic environment with a balanced voice helping them feel empowered and providing them with clarity for their future through a processes called the SAIL FORMula.
Financial planning practice offering comprehensive planning, to include retirement, risk and wealth management.
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.
Encore Communities delivers an impressive quality of life for all its residents and multiple levels of care. Offering options for Independent and Assisted Living, Memory Care and Short-Term Rehabilitation.
All communities are located in Silverdale and include Northwood Lodge, Country Meadows, Clearbrook Inn and The Ridge.
Contact us for more information at (360) 697-4488.
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.
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.
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.
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.