Header
Executive Economic Outlook
Spring/Summer 2017 is now available
We are pleased to release our Executive Economic Outlook and Summary for Spring/Summer 2017. This semi-annual article is written entirely by Multop Financial's executive team, accountants, and portfolio managers. It is designed to explain what our research and experience suggests will take place over the next 6-12 month period with regards to the economy and current investment environment. 


We encourage you to take a moment to read our Outlook. If you would like to schedule an appointment with one of our financial advisors, please contact our office at (360) 671-7891 or click here

Annual Account Reviews
Review appointments are under way, and we look forward to touching base with our portfolio management clients. At Multop Financial, we believe that communication with our clients is vital. In addition to our ongoing correspondence, newsletters, and account service calls, we offer annual review appointments where we have a chance to talk with you and discuss your accounts and any financial concerns or goals you may have. For those tax and accounting clients who currently do not utilize our investment department, we welcome and encourage you to come in for a complimentary portfolio review with Ted Newman.  

Ted Newman
Financial Advisor, 
401(k) Specialist
Ted has been serving the Pacific Northwest as a financial advisor since 1997. After receiving his degree in Finance and Marketing from the University of Washington, Ted obtained his securities registrations, Series 6, 7, 63, and 65, as well as licenses for Life & Disability insurance. He specializes in retirement money management and serves as Multop's on-site 401(k) leader, assisting business clients with employee programs and benefits.

As part of the Advisory Team here at Multop Financial, Ted works closely with Phil Multop, Tyler Ryan, and Aretha Allen to ensure the implementation of portfolios for high-level business owners and retirees. For details about your annual review appointment or to schedule one now, please click here
Save the Date!  
Multop Financial's Educational Series Continues...
 
Demystifying Social Security & Medicare

Special Guest Speaker:
Mr. Andy Landis

BACK BY POPULAR DEMAND
A nationally acclaimed author & speaker, Mr. Landis is one of the nation's foremost authorities on Social Security and Medicare.

Date:  October 20th, 2017
8:30 am: Doors open 
9:00 am: Presentation begins
Location: Bellingham Golf & Country Club
Keep an eye out for more information coming your way soon!
Lifestyles
The Reverse Dogsled Race
Client Feature -  Pam & Fin Lyons
Multop Financial takes great pride in introducing this edition's feature clients, Pam & Fin Lyons. After a devastating apartment fire in February left dozens of people homeless in Anchorage, AK., Pam and Fin knew there was something they could do to help. By partnering with the American Red Cross of Alaska, they started the Reverse Dogsled Race to help raise funds to support those left in need after the apartment fire. What is a Reverse Dogsled Race you ask?  Click here to find out! 
Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor.  Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Spring/Summer 2017
sailing_yacht.jpg
2nd Annual Glenn Gadeburg Memorial Golf Tournament
Multop Financial is proud to once again sponsor the Glenn Gadeburg Memorial Golf Tournament, with proceeds benefiting 
" Ben's Fund - FEAT of Washington"
Check In: 12:00 pm
Shotgun Start: 1:30 pm
Loomis Trail Golf Course
4342 Blaine, WA 98230

Fundraising Events
50/50 
Raffle tickets
Poison Ball
Mulligans

And lots of prizes! 

For more information and to RSVP for this event, click here.

Team Focus

Lisa Imel

Bookkeeping/Accounting

  

Lisa joined the Multop team in December and her easy going personality and work ethic have made her a pleasure to have at the firm. To learn more about Lisa and her contributions at Multop click here.  

Multop Spring Recipe
Red Sangria & Snacks

  The warmer weather is here! Are you looking for a fresh and fun recipe to try out on the patio this summer? This recipe is one of Katelyn Lancaster's favorites, and it is the perfect drink to help quench your thirst. Click here to see the full recipe!

We appreciate your business and referrals. Please feel free to forward our current e-Compass to your friends and family.

 

 

Regular Hours
Monday - Friday 
9:00am - 5:00pm

Upcoming Holiday Hours
July 4th - CLOSED 
September 4th - CLOSED

 

Multop Financial  

2210 Rimland Dr, Ste 101  

Bellingham, WA 98226

 

Phone: (360) 671-7891

Toll Free: (888)-671-7891

Fax: (360) 671-4963

Email: info@multop.com