Beverly Kimball's Contact Details

Beverly Kimball's Company Details

Salish Wealth Management

Bellingham, WA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Salish Wealth Management is a full-service financial firm that is committed to assisting clients as they pursue their financial goals. We will work with you to help identify your goals, create a customized plan and walk alongside of you as those goals are accomplished.We believe everyone needs a financial plan to guide them and keep them on track toward their goals. Through our financial planning services, we help clients establish their goals in life and develop a roadmap they can use as a guide. With your goals and your roadmap in hand, we will help you every step of the way by managing the day-to-day operations of your portfolio to achieve your goals.Our services include:• Investment management• Retirement strategies • Alternative Investments• Tax Strategies• Estate conservation• Insurance and annuity products• College Savings PlansWe are committed to a client-first philosophy and are dedicated to providing you with customer service that is second to none.__________________Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser. Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Salish Wealth Management.