Melissa Cates, Financial Advisor located in Mount Vernon, WA

Financial Advisor
Melissa S Cates

403 S 1st, Mount Vernon, WA 98273opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Portfolio Reviews

Personal Interests

  • Camping
  • Golfing
  • Horseback Riding
  • Sports Enthusiast
  • Traveling

Team Members

  • Jamie Kubichek
    Sr. Branch Office Administrator
    FPQP®

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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 - 01:00PM
Sat Closed
Sun Closed

Phone

(360) 336-6664

Fax

(888) 826-3916

Office Address

403 S 1st
Mount Vernon, WA 98273opens in a new window

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