portrait of Melissa S Cates
FINANCIAL ADVISOR

Melissa S Cates

AAMS™
1688 Main St Suite 101, Freeland, WA 98249opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Animal Rescue
  • Camping
  • Golfing
  • Horseback Riding
  • Traveling

Team Members

  • Lauren Cook
    Sr. Branch Office Administrator
    FPQP®
  • Rachel Roberts Powell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(360) 331-4450

Fax

(888) 409-2002

Office Address

1688 Main St Suite 101
Freeland, WA 98249opens in a new window

Mailing address

P O Box 582
Freeland, WA 98249

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