Broker Check

119 Grand Avenue
Suite A
Bellingham, WA 98225


Steele Financial Services, Inc.

360-647-1739 x1


Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program with the following services:  

  • Tax management and planning 
  • Investment management, including socially responsible investments*
  • Retirement income planning*
  • Family risk management
  • Legacy and estate planning
  • Annuity products*
  • Education planning
  • Special needs planning
  • Cash flow and debt management
  • Business planning

*These services offered by Rick Steele and Miranda Petersen through their affiliation with HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM

 For more detailed information about our services, please click here for our Service Options.