Seattle Community

Scott Caldwell

Member since: Apr 29, 2008
Last activity: 3 days ago

Scott's network

  • Tshombe Brown
  • Lori Richardson
  • Bill Bradfield, EA
  • Jim Carney
  • M. Sharon Baker
  • Adam Albert
  • Ericka Bakkom
  • Daimon Sweeney
  • Bliss Gurney
  • Megan Anderson
  • Chris Bonner
  • Patrice Valentine

Mutual connections

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Waddell & Reed, Inc.

Bellingham, Washington 9822

Categories:

Financial Planner

About Scott

I work with my clients to take a holitistic approach to understanding and educating them on their financial picture. We look at important areas such as growing your wealth, protecting your assets and creating a plan for all your money needs, whether present or future. We create a plan for building a long-term relationship built on professionalism, great customer care and knowing that all my clients understand what they are doing and why.

I also work with many businesses to plan for getting your business to grow through employee retention, but also on strategies to exit with ways to pass...[more]

Scott's recent activity

Articles by Scott

Scott hasn't published any articles yet.

Scott's compliments

  • Michelle Van Diest
    Given on Wed May 6, 2009.

    I recently switched places for my IRA and Mutual Funds and now I deal with Scott - and he helps...[more]

  • mitchell riley
    Given on Wed Apr 15, 2009.

    thank you for the referral! We are working of the completion now.

  • Lori Richardson
    Given on Tue Aug 12, 2008.

    Scott Caldwell is a very professional, yet authentic person whom I have had the pleasure of meeting since moving to...[more]

Scott's locations

Bellingham, Washington 9822

What Scott needs now

  • I am still interested in finding a good car dealer and divorce attorney to partner with as a referral source.

    Updated Dec 31, 2008

Scott's activity stats

  • Invited Members Invited 0 members
  • Referrals sent 3 referrals given
  • Referrals received 3 referrals received
  • Biztalk posts 1 Biztalk post
  • Biztalk comments 2 Biztalk comments
  • Events attended 11 events attended
  • Events hosted 0 events hosted
  • Articles published 0 articles published
  • Sponsorships given 0 sponsorships given
  • Last activity: 3 days ago
  • Profile last updated: Dec 31, 2008
  • Member since: Apr 29, 2008