Richard M. Steele,  CFP<sup>&reg;</sup> - Financial Advisor

Richard M. Steele, CFP®

CPA/PFS,

President

Steele Financial Services Inc

119 Grand Avenue, Suite A
Bellingham, WA 98225
FINANCIAL ADVISOR'S WEBSITE
(360) 647-1739

General

Richard Steele is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Steele Financial Services Inc in Bellingham, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: WA
  • Health/disability insurance: WA
  • Fixed annuities: WA
  • Variable annuities: WA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Personal Taxes

More

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