Peoples Investments
Investment and Planning Services
As a comprehensive investment services office, the LPL Financial Advisors at Peoples Investments offer an assortment of quality investment products and personal planning services. Our location at Peoples Bank allows you to integrate all your financial and investment activities into one convenient location.
LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure personalized recommendations made by LPL Financial representatives.
Our Personal Investment Services
As an experienced financial services office, we offer clients access to an assortment of quality, non-proprietary investments and services, including:
Retirement Planning
Build a sound foundation for your future with an investment strategy designed with a goal to help you pursue your retirement goals.
Estate Planning
Investment Portfolio Analysis
Insurance Planning
College Planning
Portfolio Review
Meet the Team
Personalized Professionals Ready to Help
Seth Anderson
VP, Investments Manager & Financial Advisor
Serving Whatcom & Chelan Counties
Contact:
(360) 318-2723
Email Seth
Keith Hamilton CFP®, APMA®
VP, Financial Advisor
Serving Snohomish, Skagit, King & Island Counties
Contact:
(425) 257-4494
Email Keith
Scott Dirksen, CFP®
VP, Financial Advisor
Serving Whatcom County
Contact:
(360) 682-4398
Email Scott
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Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |