Salish Wealth Management
2122 Barkley Boulevard, Bellingham, WA 98226
Hours open
Monday:
6:30 AM - 4:00 PM
Tuesday:
6:30 AM - 4:00 PM
Wednesday:
6:30 AM - 4:00 PM
Thursday:
6:30 AM - 4:00 PM
Friday:
6:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2122 Barkley Blvd # 200, Bellingham, WA 98226, United States
About the Business
Salish Wealth Management is a finance institution located at 2122 Barkley Boulevard, Bellingham, Washington, United States. We prioritize a client-first philosophy and are dedicated to providing exceptional customer service. Come sit down with us for a cup of coffee and a free review of your financial situation. Located in the scenic setting of Bellingham, Washington, we understand the importance of managing wealth in today's economic climate. With the potential for inflation rates to remain high, it is crucial to have a solid financial plan in place. Our team can help you navigate the complexities of increasing wealth and provide solutions to minimize financial and tax risks. Securities are offered through Moloney Securities Co., Inc., and investment advisory services are offered through Moloney Securities Asset Management, LLC. Both are registered entities with FINRA and SIPC. Salish Wealth Management is committed to transparency and encourages clients to check the background of our financial professionals on FINRA's BrokerCheck.
Reviews
"Worked with Ted Newman for 12 years and he has been wonderful to work with. Always keeps us involved and up to date."
"I have worked with Aretha Ryan as my financial advisor for almost 20 years. She has always gone above and beyond to take care of me financially, from regularly updating me on the status of my portfolio or explaining where I stand in a way that is thorough but easy to grasp. I implicitly trust the team at Salish and their model portfolios that they manage in house have really been a blessing through turbulent times in the market. In addition they are AVAILABLE to answer any question any time I call."
"The owner seems like a nice person , but I have to say that he has hired a person by the name of Aretha Ryan who when working for Multop financial put me and several of my co-workers in bad investments that I am still trying to get my money out of after a year working on this problem. The way it's going it could take years to try and recover my money.She claims no responsibility for putting us in these bad investments and has offered no help to get us out of these bad investments. I hope you have better luck with her then we did."
"I have know Scott for many years as a member of the Bellingham Chamber of Commerce. I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community. He is honest, caring and somene whose advice I trust when it comes to financial planning."
"Scott and his team have been great to work with. I appreciate Scott's honest approach as money is a subject that can often generate a wide variety of emotions. Do yourself a favor and have a consultation with these guys!"
People Also Viewed
-
Jamie Imus - COUNTRY Financial Representative3114 Newmarket St, Bellingham, WA 98226, United States
-
The Barkley Team - COUNTRY Financial3114 Newmarket St, Bellingham, WA 98226, United States
-
Northwestern Mutual2219 Rimland Dr UNIT 407, Bellingham, WA 98226, United States
-
Ryan Grams - COUNTRY Financial Representative3114 Newmarket St, Bellingham, WA 98226, United States
-
Gies Associates LLC1128 Finnegan Way #100, Bellingham, WA 98225, United States
-
Latitude Financial1415 13th St, Bellingham, WA 98225, United States
-
Jeff Savage - COUNTRY Financial Agent1200 Old Fairhaven Pkwy #204, Bellingham, WA 98225, United States
-
Herkert & Associates1200 Old Fairhaven Pkwy # 304, Bellingham, WA 98225, United States
-
Gene Bell & Associates CFP , EA1768 Iowa St, Bellingham, WA 98229, United States
-
Northside Tax Service1530 Birchwood Ave Ste D, Bellingham, WA 98225, United States
-
Summit Bookkeeping1530 Birchwood Ave Ste C, Bellingham, WA 98225, United States
-
Andrews Tax Accounting2620 N Harbor Loop Dr #21, Bellingham, WA 98225, United States
-
Will Johnson - Betts Austin Johnson pllc2200 Rimland Dr STE 230, Bellingham, WA 98226, United States
-
Edward Jones - Financial Advisor: Craig T Roth, AAMS™1211 Mill Ave Suite #203, Bellingham, WA 98225, United States
-
Steele Financial Services, Inc.119 Grand Ave ste a, Bellingham, WA 98225, United States
-
Capstone Wealth Advisors - Bellingham114 W Magnolia St STE 444, Bellingham, WA 98225, United States
-
Heritage Wealth Advisors - Ameriprise Financial Services, LLC114 W Magnolia St UNIT 416, Bellingham, WA 98225, United States
-
Strategic Asset Alliance11 Bellwether Way # 209, Bellingham, WA 98225, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Asset Management Company
- Business Investment Advice
- Business Wealth Transfer
- Estate Planning
- Family Office Services
- Finance Planner
- Financial Peace Of Mind
- Financial Planning
- Inflation Protection Plans
- Inflation Risk Management
- Inheritance Planning
- Investing In Stocks
- Investment Advisor
- Investment Portfolio
- Investment Risk Management
- Investment Strategy Development
- Long-Term Financial Goals
- Portfolio Diversification
- Retirement Planning
- Retirement Savings Strategy
- Risk Management Solutions
- Secured Investments
- Tax Minimization Techniques
- Tax Planning Services
- Tax-Advantaged Accounts
- Tax-Efficient Investing
- Wealth Accumulation Strategies
- Wealth Creation Strategies
- Wealth Management Firm
- Wealth Preservation Methods
- Wealth Succession Planning
List of local businesses, places and services in Washington
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos