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A Holiday Message from Multop Financial
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The holiday season is upon us, and once again we face the end of one year and the birth of another. It just seems to be the perfect time to pause and reminisce over the past year's experiences while looking forward to the future. We've all faced challenge and adversity, seen success, and learned many lessons.
With the approach of a new year, all of us at Multop Financial would like to wish you a holiday filled with the warmth of caring, the joy of togetherness, the love of friends and family...and the time to enjoy the simple joys of the season. In the spirit of the season, we wish you every happiness during the holidays and a prosperous new year! We truly value the opportunity to serve you.
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Tax Season Coming Soon! | |
Hard to believe, but tax season is right around the corner. For all our tax clients, you will be receiving your pre-scheduled appointment slips and organizer packages during the first week of January. We are excited to meet with you again, and encourage you to review your packages and call us with any questions.
We have put together a year-end tax update that highlights important topics for the upcoming tax season which may help improve your taxable situation for 2011.
Click Here to View & Download the Complete Article
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What the "Debt-Ceiling" Means to You | |
Political analysis isn't part of our role as financial advisors. What is our role is to stay properly informed, and to pass that information on to you. To that end, we want to make sure you understand what's happening, and how it affects you.
Click Here to View & Download the Complete Article
We want you to be informed of this situation. So if you have any questions about the Super Committee or the markets in general, don't hesitate to contact us. We would love to hear from you.
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Advisory services offered by: Pacific West Financial Consultants, Inc. Registered Investment Advisor.
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Securities offered through: Pacific West Securities, Inc. Member FINRA/SIPC.
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News & Events
Important Announcement from Phil Multop...
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For independent advisory firms like Multop Financial, the role of the broker-dealer is to provide support in areas of governmental regulation, essentially providing a system of checks and balances in order for independent advisors to remain within FINRA guidelines. I have good news to share with you regarding our broker-dealer affiliation with Pacific West Securities, Inc. Pacific West has decided to partner with Multi-Financial Securities Corporation, a larger broker-dealer that is better equipped to support the growing demands of the industry in this new age of financial services.
Therefore, effective in early 2012 (and approved by securities regulators), my affiliation will also change and our advisory team here at Multop Financial will be working through Multi-Financial. This is a positive and energizing change for our firm and we look forward to the benefits a broker-dealer of this caliber can offer a firm like ours. If you have questions or want more detail, feel free to call me anytime. |
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Multop Financial Hours | |
Monday - Friday 9 - 5
Closed Saturday & Sunday
Holiday Hours
Closed December
23rd - 27th & January 2nd |
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See Us in Forbes & Seattle Magazine
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We appreciate your business and referrals. Please forward the e-Compass to friends & family.
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www.multop.com
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Multop Financial
333 Calluna Ct Suite 205
Bellingham, WA 98226
Ph: (888) 671-7891
Fax: (360) 671-4963
E: info@multop.com
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