e-Compass - keeping you headed in the right direction

Our Grand Opening in Barkley Village! 


     


A special thank you to the Chamber of Commerce for supporting our recent ribbon cutting ceremony.

After 35 years of long standing support from clients, colleagues, vendors, friends and partners like you, we need room to grow! It's been a year of planning and five months of construction, and now the doors are open to our beautiful new building in Barkley Village! Please stop by anytime, for a look around the office and a cup of specialty coffee from our espresso machine!
 

We want to thank Dawson Construction and The Barkley Company for a job well done!

 

We are located on the corner of Rimland and Newmarket in the building beside On Rice. Our new address is:

2210 Rimland Dr Suite 101

Bellingham, WA 98226

The hallways of our new office are now home to a rotating exhibition of historical photos from Whatcom Museum's PhotoArchives!  

 

Our inaugural show features photographs by Jack Carver, The Bellingham Herald newspaper's staff photographer from 1945 to 1981, selected from his collection of more than 50,000 images housed at the Whatcom Museum. Thousands of researchers access the Whatcom Museum's photo archive each year, with searches that range from tracing family history, compiling materials for books or films to a host of academic pursuits. We are delighted to bring you these photographs for the simple enjoyment of reflecting on our community's history. At Multop Financial we believe that you cannot plan for the future without first recognizing the past.

Every six months will will rotate a new photo exhibition, each which a unique theme. Please stop by anytime to enjoy a walk down memory lane! 

  
Attention Business Owners and HR Managers...

Who's looking after your 401(k)?

With constant changes in IRS regulations, new disclosure and compliance rules and increasing audits by the Department of Labor, NOW more than EVER, you need an ally...

 

Contact Ted Newman today for a complimentary review of your company's plan. 

 

Multop Financial's Economic Outlook- Awaiting Election Results

Normally the October edition of e-Compass would contain the Fall/Winter Economic Outlook. However, there is so much riding on the upcoming presidential election, we have decided to postpone release of the Economic Outlook until November 5th. A special edition of the e-Compass will be sent to you immediately following the election.

 

Click here to read archived Economic Outlooks.

Securities and Investment Advisory services offered through Multi-Financial Securities Corporation, an independent, registered broker-dealer and Registered Investment Advisor.  Member FINRA/SIPC. 

Multop Financial and Multi-Financial are independent companies.

October 2012

 

 

News & Events

Upcoming Event

"Economics for Today's Investor"  

 

 

RSVP NOW

Back by popular demand is our upcoming annual Economic Breakfast Event with special guest speaker, Dr. John Mitchell.  This event will be co-hosted with North Coast Credit Union.  Get the facts behind today's economy and how to potentially protect your retirement plan and investment portfolio.

 

 Space fills quickly for this event, so please RSVP now! We hope you can attend. Bring a guest!

 

Join us on Friday, November 9th at 9am at the Bellingham Golf & Country Club. RSVP here or call us at (360) 671-7891.

 

 

We are pleased to 

announce

 two new alliances...

 

  

We are excited to announce our new collaborative effort with North Coast Credit Union. Aligning with a local credit union brings their members and our client's enhanced services and more professional input to help build financial confidence. Multop Financial will be the primary investment advisory firm to serve North Coast's growing membership.

 Please contact Ted Newman for further information, and to get a personal introduction to our friends at North Coast when you need banking services. 

 

Investments: Not NCUSIF Insured, Not a Deposit, No Credit Union Guarantee, May lose value, Not insured by any federal government agency. 

 

    

 

We are pleased to welcome Locker & Ebert Insurance to Multop Financial! Locker & Ebert Insurance is a national insurance brokerage with strong local roots. As an independent firm, they provide affiliation with the nation's top companies. Locker & Ebert Insurance has the ability to provide insurance services in all fifty states. Client benefits range from their exclusive rates, to customized plans, to their streamlined back office processing. We invite our clients to contact Michael Ebert if you are looking for a long term relationship with an insurance agent. We believe adding these services to our firm is a perfect way to round out our ability to add value to your financial planning process.   

 

Contact Michael Ebert for more information on Locker Ebert Insurance


Multop Financial Hours 

Monday - Friday 9 - 5

 

Closed Saturday & Sunday


We appreciate your business and referrals. Please forward the e-Compass to friends & family. 

www.multop.com 


Multop Financial  

2210 Rimland Dr, Ste 101  

Bellingham, WA 98226

 

Ph:   (888) 671-7891

Fax: (360) 671-4963

 

E: info@multop.com


* The Five Star Wealth Management & Goldline Research Award identifies 7% of wealth managers within a local region who score highest in client satisfaction.  Each wealth manager must have five years of experience in the financial services industry and receive certification that they have been reviewed for regulatory actions, civil and judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Recognition from rating services or publications is no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.