Peoples Investments
Investment Management and Business Planning
Our Business Investment Services
As an experienced financial services office, the LPL Financial Advisors at Peoples Investments offer an assortment of quality investment products and business planning services.
Our Services:
- Brokerage account services
- Business-employee benefits plan
- Profit sharing and money purchase plans
- SEP, Keogh, and self-directed retirement plans
- Simple IRA
- 401(k)
- Business succession and wealth transfer planning
- Buy-sell agreement installation and funding
- Estate planning
- Executive compensation plans
- Key-man insurance
- Life insurance (term and whole)
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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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Not insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |