| Category: | Insurance agency, |
|---|---|
| Address: | 119 Grand Ave ste a, Bellingham, WA 98225, USA |
| Postal code: | 98225 |
| Phone: | (360) 647-1739 |
| Website: | http://www.steelefs.com/ |
| Monday: | 9:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 9:00 AM – 5:00 PM |
| Wednesday: | 9:00 AM – 5:00 PM |
| Thursday: | 9:00 AM – 5:00 PM |
| Friday: | 9:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
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Isabel Castro. ext. 0. 360-647-1739. 360-937-1396. isabel@steelefs.com. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. If you have any questions about any particular investment concepts or products, call or email us today.
Rick is the founder and President of Steele Financial Services. He was born and raised in Indiana, graduating from Indiana University in 1977. In 1980 he moved to Bellingham and founded Steele and Co., CPA, PS in 1989. He sold that firm in 2011 to focus exclusively on financial planning and wealth management services, with an emphasis on ...
STEELE FINANCIAL SERVICES, INC. is an Active company incorporated on January 12, 1995 with the registered number P95000003053. This Domestic for Profit company is located at 7870 HWY A 1 A SOUTH, 304, ST. AUGUSTINE, FL, 32080, US and has been running for twenty-eight years. There are currently two active principals.
Steele Financial Services, Inc., Bellingham, Washington. 155 likes. Our founder, Rick Steele, CPA/PFS, CFP(tm), is an Investment Advisory Representative of Avantax Investment Services℠. Rick focuses...
Steele Financial Services, Inc. Business Directory, Financial Consulting, YOUR LOCAL LIFE. 119 Grand Avenue, Suite A Bellingham WA, 98225 (360) 647-1739 rick@steelefs.com www.steelefs.com. We help people pay less in taxes and encourage investing in socially responsible companies.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Insurance. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Featured Video.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role.
Steele Financial Services, Inc. is an Illinois Corporation filed on December 4, 1996. The company's filing status is listed as Withdrawn. The Registered Agent on file for this company is Dan Bechan and is located at 1134 Greensfield, Naperville, IL 60563. The company has 1 contact on record. The contact is Kevin J Timmerman.
Steele Financial Services, Inc. Jun 1999 - Present 23 years 7 months. 1303 Commercial St Bellingham Washington I offer tax planning and preparation services as well as estate and retirement ...