Altum Wealth Advisors provides comprehensive financial planning & investment services to individuals, families, business owners and entrepreneurs. We are fiduciaries committed to the highest level of service & standards. Credentials: CFP®, CWS®, AIF®.
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
Banner Bank is a Washington-chartered commercial bank headquartered in Walla Walla, Washington, with roots that date back to 1890. The bank provides services in commercial real estate, construction, residential, agricultural and consumer loans.
Dalas Gundersen is dedicated to putting his clients and their financial goals first. he believes that carefully listening to his clients concerns and needs is important to maintaining ongoing long term relationships. Listening well also helps him to develop a financial plan designed to maximize his clients wealth and to help ensure a quality lifestyle.
Dalas Gundersen believes he is uniquely positioned to assist you with your financial planning needs because he has the experience to recognize opportunities, the stability to guide you through an ever changing financial environment, and the discipline to follow through.
Dalas Gundersen will help assist Individuals, foundations, and businesses with solutions and portfolio management choices for each unique need.
Professional Traits and Expertise, Services and Benefits to investors.
Using a wide array of products and services, Including discretionary fee-based accounts, fee based financial planning, stocks, bonds, mutual funds, Insurance, annuities and trust services, we work diligently to find the best solutions for each client.