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.
Working Capital Solutions and Credit Card Processing Services for Businesses. Over 13 year experience!
Sound Retirement planning using Non-Stock market options. We hold free seminars monthly in our office to provide knowledge about our products and services.
Financial planning and investment advisory services.
About White Raven Financial Services
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.
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!
Danta, Chase & Co. provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
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.
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.
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.