Treena Tipton
1200 Harris Ave.,
Suite 409 - Bellingham, WA 98225
In Historic Fairhaven - Sycamore Square Building
Phone:
(360) 738-1604 - Fax: (360) 738-0184
Securities Offered Through Linsco/Private Ledger A Registered Investment
Adviser. Member NASD/SIPC
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Estate planning - for preservation of wealth from generation to generation
- Long-term care - to ensure that you and your heirs are well cared-for
- Strategic Asset Management (SAM) - providing you with fee-based asset management through Linsco/Private Ledger, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
- Life insurance - providing financial protection for your loved ones
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.
