Darlene Birkett, Investment Consultant
Having worked in the financial services industry for over 30 years, I have learned that the top priority is to listen. By listening to my client's financial needs and goals, together we can develop an investment strategy designed to help meet their financial objectives. In addition to a life and disability insurance license, I hold Series 6, 63, and 65 registrations with LPL Financial.
Contact Darlene:
(425) 259-8679
- Fax: (425) 259-8507
- 2828 Colby Avenue
- Everett, Washington 98201
- darlene.birkett@lpl.com
Cascade Investment Services can help you reach your goals
With Cascade Investment Services, customers have access to professional money management through mutual funds, fixed and variable annuities and more, all from some of the most trusted names in the industry.
Our advisors are trained to listen to your concerns and understand your needs. The focus is always on the customer and that means you can count on solid, objective advice and a concentration on long-term strategies from someone you can trust.
Consider Cascade Investment Services for these goals:
- Retirement Planning
- Educational Savings
- Portfolio Analysis and Review
Even in today's current economic times, there are still opportunities to help make strides toward reaching your financial goals. Contact Cascade Investment
Services today.
Working together for you
Cascade Investment Services has partnered with LPL Financial (LPL), the largest independent broker/dealer in the country† and a FINRA/SIPC member firm. Because of this partnership, Cascade is able to offer a variety of LPL investment products in the convenient location of Cascade Bank branches.
LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure objectivity in the recommendations made by LPL Financial representatives. Whatever your financial goals include, Cascade Investment Services and LPL are there to help.
LPL Customer Service Center Toll Free Line: (866) 321-3640
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and its affiliates Member FINRA/SIPC. Cascade Bank and Cascade Investment Services are not registered brokers/dealers, nor are they affiliated with LPL Financial.
Investment products are:
Not FDIC Insured • Not Bank Guaranteed • May Lose Value Not a Bank Deposit • Not Insured by any Government Agency This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. †Based on total revenues, Financial Planning Magazine, June 1996-2009. |
