Company Logo
Email
sarah@gatewaynw.com
Phone
Disclaimer
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway NW Financial Advisors and Cambridge are not affiliated. Gateway NW Financial Advisors is not a broker-dealer or investment adviser.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, NY, OR, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
3207 NE 54th St
Suite C
Vancouver, WA 98663
United States
First Name
Sarah
Last Name
Whittaker
Fax
505-828-1233
Client Login URL
Company Description
We are a local, independent financial services firm rooted in the community, specializing in Washington State Department of Retirement Systems (DRS) and public school district retirement and benefit plans.
As fiduciaries, we provide personalized financial guidance to educators, school employees, and individuals throughout Southwest Washington. From TRS and SERS pensions to 403(b) and 457(b) plans, we help you navigate complex benefits, coordinate with district payroll, and create retirement strategies tailored to your goals.
As fiduciaries, we provide personalized financial guidance to educators, school employees, and individuals throughout Southwest Washington. From TRS and SERS pensions to 403(b) and 457(b) plans, we help you navigate complex benefits, coordinate with district payroll, and create retirement strategies tailored to your goals.
OSJ Name
SHANE WESTHOELTER
OSJ Email
shane@gfainvestments.com
CRD Number
6215374
