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Banking and Finance

Jason Parker, CSA and Bill Cole, CSA with Sound Retirement Planning in Old Town Silverdale, recently completed a comprehensive course through the Society of Certified Senior Advisors and earned the designation of Certified Senior Advisor .

“The health, financial and social needs of seniors are different and more complicated then those of any other age group. SCSA keeps professionals from a wide variety of fields abreast of all these issues by providing education, training, support and communication recourse to those of us dedicated to serving seniors,” Parker said. read more »

 

Investor Resources, Inc. has been selected by Goldline Research as one of the ten most dependable wealth managers of the Northwest & Hawaii. The list was published in the March 24 issue of Forbes Magazine.

“Investor Resources, Inc. has been recognized in one or more national publications for the last eight years. The entire staff at Investor Resources celebrates the recognition in Forbes magazine” said Don Creech, president. “Our recognition is due to the kind words of our clients who have validated the value of our services. read more »

 

Thomas E. Deichert, a financial planner with Poulsbo-based Financial Network Investment Corp., was selected recently as one of Seattle Magazine’s Five Star Wealth Managers. This is Deichert’s second time on the list.

The rankings are based on surveys of high-net-worth consumers, financial service professionals and magazine subscribers, and are focused on client satisfaction. An independent research firm surveyed, on behalf of the magazine, 41,000 high-net-worth individuals from the Seattle area, and sent more than 6,000 additional surveys to leaders of the financial industry. read more »

 

The Board of Directors of AMB Financial Services Corporation, parent company of Bainbridge Island-based American Marine Bank, paid a Q1 cash dividend of 10 cents per share on April 15, to shareholders of record as of Mar. 31.

AMB remains strong and profitable in the bank’s 60th year, and in 2007, experienced its lowest rate of loan charge-offs since the year 2000. read more »

 

Businesses need banks, there’s simply no way around it. From checking accounts to lines of credit to business loans, banks provide a vital financial service to all small business owners.

In today’s Internet-focused society, it’s become quite easy to set up and maintain bank accounts, lines of credit — even loans — without ever setting foot in a bank. But in the long run, there are significant benefits to be had by building a long-term, personal, financial and business relationship with both a bank and its employees. read more »

 

1st Security Bank of Washington
www.1stsecurityofwa.com
683-0973
Poulsbo Branch
19519 7th Avenue NE
779-4488

American Marine Bank
Rex Townsend, CEO
www.americanmarinebank.com
648-3194
Bainbridge Island: 249 Winslow Way East or
208 High School Road
Belfair: Safeway
23961 NE State Route 3
Kingston: 26563 Lindvog Road NE
Poulsbo:
Central Market
20148 10th Ave. NE, Suite B
Silverdale: 9490 Silverdale Way NW
Silverdale Home Loan Center: 10868 Myhre Place, Suite 105 read more »

 

Port Orchard-based Kitsap Bank, founded in 1908, remains one of the biggest and oldest community banks in Washington State. The institution has seen record growth for the past few years, including several acquisitions.

In an interview with the Kitsap Peninsula Business Journal in 2001, Kitsap Bank Chairwoman Helen Langer Smith credited President and CEO Jim Carmichael with the organization’s success. read more »

 

In the state’s largest payday lending enforcement action, the Department of Financial Institutions filed charges against payday lenders, Advance Til Payday and Zippy Cash. Among the numerous allegations of misconduct, the payday lenders made over 400 loans in excess of the state’s $700 maximum loan limit. DFI intends to revoke both companies’ licenses, ban the individuals from doing business in Washington State, impose fines, order restitution, and charge for the cost of the investigations. The companies may request a hearing to defend the charges. read more »

 

Not long ago, Jill Paull was an unemployed single mom on welfare, unable to pay for basics like a phone bill. Today, this Bainbridge Island resident is living what for some people is part of the American Dream — she owns a successful business that not only provides a full-time income for her but also employs two part-timers.

“It was… humiliating to be on welfare and I needed more than $8 an hour,” she said. Looking for a way out of her circumstances and unable to find a good job, she decided to start a cleaning business — with just $5 in the bank. read more »

 
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