Broker Check

119 Grand Avenue
Suite A
Bellingham, WA 98225

  LinkedIn 

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 utilizing the following products and services:

  

  • Tax management and planning 
  • Investment management, including socially responsible investments*
  • Retirement income planning*
  • Estate conservation
  • Family risk management
  • Legacy 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 affilition with HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM