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119 Grand Avenue
Suite A
Bellingham, WA 98225

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Steele Financial Services, Inc.

360-647-1739 x1

 
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Steele Financial Services

At Steele Financial Services our mission is to provide customized financial and investment advice to empower our clients to achieve confidence and comfort in their financial lives.  We manage investments holistically based on a comprehensive financial life plan.  We specialize in offering sustainable and responsible investing (SRI) with environmental, social, and governmental (ESG) screens.  With options such as fossil fuel free portfolios, we seek to align your investments with your values. 


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Insurance Needs Assessment: When You're Young and Single

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Protecting Your Home Against Flood Loss

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Federal Income Tax

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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The importance of life insurance, how it works, and how much coverage you need.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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The Power of Tax-Deferred Growth

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