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119 Grand Avenue
Suite A
Bellingham, WA 98225

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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 Avantax Wealth ManagementSM.

Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through Avantax Insurance AgencySM.

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