Scott Caldwell
Financial Advisor

Categories:

Due to strict compliance regulations through our compliance office and FINRA, I am not to publicize my company affiliation and advisory service details.

If you are interested in finding out more on how I do what I do, please send me a message and I will follow up with you to find a time to meet face-to-face and learn more about what you do and what ways that I can help you.

Thank you very much for your time and consideration.

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  From 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]

  I recently switched places for my IRA and Mutual Funds and now I deal with Scott - and he helps make sense of it all. I appreciate talking to a real person rather than a voicemail box!   [less]
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  From mitchell riley

  Given on Wed Apr 15, 2009.

  thank you for the referral! We are working of the completion now.
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  From 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 Caldwell is a very professional, yet authentic person whom I have had the pleasure of meeting since moving to Bellingham.

  I have thoroughly enjoyed my interactions and meetings with Scott and highly recommend him as a knowlegable financial professional. He is also pleasant with a great sense of humor too!   [less]