portrait of Joseph M Carter
FINANCIAL ADVISOR

Joseph M Carter

CFP®, ChFC®, CLU®, CRPC™
14017 N Newport Hwy Ste I, Mead, WA 99021opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Golfing
  • Personal Fitness
  • Spending Time with Family
  • Fishing
  • Sports Enthusiast

Team Members

  • Lynsey Johnson
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 12:00PM
Tue Closed
Wed 08:00AM - 02:00PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 468-2541

Fax

(877) 222-3522

Office Address

14017 N Newport Hwy Ste I
Mead, WA 99021opens in a new window

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