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Steele Richard CPF CPA PFS
Information may not be reliable

1303 Commercial Street, Suite 4, Bellingham, WA 98225 Phone 360.647.1202 Fax 360.647.5421 Email info@steelecpa. com
Address1303 Commercial St #4 Bellingham, WA 98225
Phone(360) 647-1202
Websitewww.steelecpa.com

STEELE and Co. CPA PS

Certified Public Accountants and Wealth Managers

1303 Commercial Street, Suite 4, Bellingham, WA 98225 Phone 360.647.1202 Fax 360.647.5421 Email info@steelecpa.com

UPDATED NEWS FOR YOU

Rick, Sara, Gloria, Miranda, Jim & Nicole

Rick will be presenting a series of workshops to help you become more financially aware.

Financial Awareness Workshops

Retirement Income Planning

Wednesday, October 6th

Annuities - Variable and Fixed

Tuesday, October 12th

Saturday, October 16th

Social Security for Boomers

Wednesday, October 20th

Tuesday, October 26th

Wednesday, November 3rd

Tuesday, November 9th

Socially Responsible Investing

Thursday, November 11th

Planning for Long Term Care

Tuesday, November 16th

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Cityview Mortgage Professionals
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Port Orchard Registered Investment Advisor (RIA) and independent investment and tax consulting firm.
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Whidbey Island Bank
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The Bank of The Pacific
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Horizon Bank
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