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  2. About
  3. Independent Firm

Independent Firm

We are an INDEPENDENT FIRM that represents and works for the CLIENT.
We are focused on providing the most appropriate investment and insurance options to meet their needs.
                   
We are not a CAREER FIRM that represents one or just a few investment or insurance companies and then only sells their products and services to the CLIENT. 

About

  • Who We Serve
  • The Team
  • Independent Firm
  • Why Choose a CFP®?
  • FAQs
  • Employment Opportunity

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone:  (253) 848-2840
Toll Free: (800) 223-8945
Fax: (253) 848-0207
Email: info@tahomaadvisory.com

315 39th Ave SW #5, Puyallup, WA 98373

Office Hours:
Monday-Thursday: 8:00am-4:00pm
Friday: 8:00am-2:00pm

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Don Coplin, Levi Edgecombe, Mike Smolko, and Drew Coplin are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser Located at 6020 E. Fulton St., Ada, MI 49301. Tahoma Advisory Group is not affiliated with USA Financial Securities.

Levi Edgecombe, Donald Coplin, Mike Smolko, Drew Coplin are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:(Don: AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Levi: AK;AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Mike: OK;WA) (Drew: OK;WA). For investment advisory services these states include: (Don: AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA)  (Levi: AK;AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA) (Mike: AZ;CA;OK;WA) (Drew: AZ;CA;OK;WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation

© Copyright 2014 Edgecombe & Coplin Wealth Strategies, LLC. All rights reserved/

Status as a member of the H.S. Dent Advisor Network does not imply a certain level of skill or training.

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