Business Directory

Financial Services

Edward Jones – John Meno
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How We Work Together
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

www.edwardjones.com/johnmeno
360-403-7071
437 N. Olympic Ave. Suite A
Arlington, WA
Ideal Merchant Service

Working Capital Solutions and Credit Card Processing Services for Businesses.  Over 13 year experience!

http://www.idealmerchantservice.com/
360-572-0621
Valerie Hardy
16404 Smokey Point Blvd.
Suite 204
Arlington WA
McKeon Financial
McKeon Financial

 

Sound Retirement planning using Non-Stock market options. We hold free seminars monthly in our office to provide knowledge about our products and services.

www.mckeonfinancial.com
360-652-4244
Jennie Cooney
1507 172nd St NE Suite 201 Marysville WA
White Raven Financial
White Raven Financial

Financial planning and investment advisory services.

About White Raven Financial Services

Investing

We offer individualized investment portfolios designed within our clients’ risk tolerance and investment objectives to help them meet their financial and personal goals.  Our mission is to be a knowledgeable and ethical strength within the financial services field. By staying up-to-date with changes and trends in the industry we can continue to evolve our practice for the benefit of our clients.

For those that are concerned about their investments aligning with their values, we offer investment advice and build portfolios that focus on impact investing and sustainable investing (SRI). Whether someone comes to us as an individual investor or with a small business, we’ll provide them with up-to-date information and analysis so they can make informed choices to enhance their financial stability.

Financial Planning: Working with clients to align their financial goals with their life goals.

For our clients that are thinking about retirement, whether they plan on retiring in 15 years or right now, we specialize in helping them realize their retirement goals.  We take the time to listen to clients’ dreams, goals and values. Personalized retirement / financial plans can be developed to guide clients toward a comfortable and solid financial future.

 

Securities and investment advisory services offered, in states where licensed, exclusively by Diane Jochimsen, through KMS Financial Services, Inc. Member FINRA and an SEC registered RIA. White Raven Financial Services is not a Registered Investment Advisor. Diane Jochimsen is an independent contractor Investment Advisory Representative of KMS. 

www.whiteravenfs.com
360-653-0198
Diane Jochimsen
10404 124th St NE Arlington WA
Chele Enterprises

We hope you can find everything you need at Madrona Point Insurance, A Chele Enterprises LLC company, focused on providing high-quality insurance service and customer satisfaction - we will do everything we can to meet your expectations. With a variety of company offerings to choose from, we're sure you'll be happy working with us!

www.gmail.com
360-722-2802
Michele Wiley
Arlington WA
Danta Chase & Co. CPA’s

Danta, Chase & Co. provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Professionalism
Combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole team.
Responsiveness
Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.

Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.
Quality
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

Danta, Chase & Co.'s primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continue to professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high quality service is a true result of our commitment to excellence.

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

www.snococpa.com
360-435-0612
Mark Danta
225 N Olympic Avenue Arlington WA
425-259-2600
16710 Smokey Point Blvd., 201 Arlington WA
Lisa Olander, CPA
Lisa Olander
16720 Smokey Point Blvd Arlington WA
Pamela Beaton CPA PS
360-435-3440
202 E. Burke St Arlington WA
360-659-1214
3727 168th Street NE Arlington WA