275 NE Tohomish
PO Box 450
White Salmon, WA 98672
Phone: (509) 493-4372 

 

 

 

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Are you seeking financial wisdom and truthful, client-centered investment strategies designed specifically for your goals? Looking for a second opinion on your investment/retirement portfolio or improving the real returns on your cash sitting idle in the bank? Proactive Financial specializes in listening to your personal goals and aspirations for a financially secure future. Give us a ring or drop us an e-mail. We will set up a time to meet confidentially, to review your needs and address any concerns you may have.

About Us

Proactive Financial Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to...

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275 NE Tohomish
PO Box 450
White Salmon, WA 98672

Phone: (509) 493-4372 
Fax: (509) 493-1166

 

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Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

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