How We Help
Our History
A locally owned firm with a mission of helping our clients achieve their financial goals, we are conveniently located in downtown Centralia, at the corner of Main Street and Washington Avenue.
Some of our clients have been with us for over 50 years and for generations. Over the years we have had affiliations with Interpacific Investors, Columbia Pacific Securities, Ragen MacKenzie Investment Services, First Allied Securities, and now Cetera Advisors; but all during this time we have remained locally owned and operated.
Our advisors are well known in the local community, and provide a wealth of knowledge and experience. Although our deep experience and skilled advice are pivotal, we realize the basis of our clients' continued trust in us lies in our resolute commitment to honesty, transparency, and personalized service.
Working with us not only means teaming up with an experienced advisor, but working with an advisor who is dedicated to keeping you foremost in mind.
Our first priority is helping you take care of yourself and your family.
Our Main Focus: to develop a long-term, trusting relationship with you.
We want to know and understand your wants, needs, and long-term objectives.
We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation and empower you to pursue your life's goals.
All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.