Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Now that Whatcom County is in Phase 2, we will continue to hold meetings by phone or zoom, or we can now also hold meetings in person by appointment only (for up to 30 minutes and masks are required).
For information about tax filing deadlines and other COVID-19 related tax issues, access this CARES Act 2020 infosheet.
The health and safety of our clients, staff and community are our greatest concern. Thank you for your business and for your patience and understanding during this time.
Should we become unavailable to service our clients, you may call the Avantax home office at 888-438-3781 for assistance with account opening, trades, transactions and money movement.
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
When Markets React
No Cash, No Checks, No Problem
We create financial plans tailored to your goals and values.
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.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
We’d love to hear from you!