A financial guidance and wealth management firm where those who are serious about planning and investing find experienced advice driven only by what is in their best interests. Stephanie Gale, CFP®, AIF®, is the wealth manager and owner of Gale Investment Management, dedicated to fostering prosperity for private clients and participants in employer-sponsored retirement plans. Main office in Port Townsend; satellite office in Port Ludlow by appointment only. Minimums apply. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Advisor. This communication strictly intended for individuals residing in the states of AZ,CA,FL,HI,IL,MI,NJ,NV,OR,PA,VA,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
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BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Categories
Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Retirement Planning Services
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