Broker Check

Nicole Burdick,

AAMS

Financial Advisor

360-714-3388

2122 Barkley Boulevard Suite 200
Bellingham, WA 98226

Investing Insights

Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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Money Management Tips

One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.

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Retirement Resources

How much money will you need for retirement?  What retirement savings vehicles should you be considering? Get answers here.

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Make a plan to fund your future

What kind of retirement do you dream of? Whether you dream of spending time in the mountains, exploring big cities, or simply being around your loved ones, we're happy to help you work toward your goals.

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Services for your business

Your business has unique needs, and we have the resources to support you, your business and your employees.

Learn how we can help your business with tools like retirement plans and employee benefits.

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Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Questions? Let's Connect.

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