Best Financial Advisors in Bellingham, WA

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Bellingham, WA Fiduciary Financial Advisors

Kristina Daheim - Thrivent
Location 114 W Magnolia St STE 204, Bellingham, WA 98225, USA
Phone (360) 738-3588
Lindsey Maphumulo - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 114 W Magnolia St Ste 416, Bellingham, WA 98225, USA
Phone (360) 733-1248
Merrill Lynch Wealth Management Advisor Bob Christey
Location 2950 Newmarket St Suite 104, Bellingham, WA 98226, USA
Phone (360) 676-2474
Edward Jones - Financial Advisor: Rob Naidu
Location 3130 Howe Pl STE 103, Bellingham, WA 98226, USA
Phone (360) 647-5761
Financial Advisors in Bellingham, WA

Where Certified Financial Advisors in Bellingham, WA Serve

Bellingham is a city in Washington state and is the county seat of Whatcom County. The city had a population of 82,684 as of the 2010 census. Some landmarks in Bellingham are the Whatcom Falls Park, the Bloedel Donovan conservatory, and the British Columbia Museum of Mining. The top employers in the city are Western Washington University, St. Joseph Hospital, and Bellingham School District. Major highways and streets in Bellingham are State Route 539, I-5, and State Route 11. The neighborhoods in Bellingham are Birchwood, Columbia, Cornwall Park, Downtown, Fairhaven, Happy Valley, Lettered Streets, Samish Hill, Sehome Hill, and South Hill.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an essential part of the community, providing a variety of services to their customers. In Bellingham, WA, banks provide residents with a variety of services that help them meet their financial needs. These services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking and bill pay, that make it easy for customers to manage their finances. By providing these services, banks play an important role in the community and help residents meet their financial needs.

Insurance Broker

If you live in Bellingham, WA and are looking for insurance, you may want to consider working with a local insurance broker. Brokers can help residents find the best rates and coverage options for their needs, and they can also provide valuable advice on how to protect your home or business. Bellingham brokers know the local market well, and they can help you find the right policy at the right price.

Retirement Planning

Bellingham, WA residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more experienced than others, while others may specialize in a certain area of retirement planning. It is important for Bellingham residents to do their research before choosing an advisor to work with.

Wealth Management

Bellingham, WA is a city located in the northwest corner of the continental United States. It is about 120 miles north of Seattle and 30 miles south of the Canadian border. As with most cities, Bellingham has its share of wealthy residents. While some manage their wealth quite well, others could use some help. That's where wealth management comes in. Wealth management can help Bellingham residents make the most of their money by providing advice on investments, insurance, estate planning, and more.

Estate Planning Lawyer

If you're a Bellingham, WA resident and you want to make sure that your loved ones are taken care of after you die, then you need to see an estate planning lawyer. Estate planning lawyers can help you create a will or trust that will make sure your assets are distributed the way you want them to be. They can also help you set up guardianship for your children in the event that something happens to you. If you're not sure whether or not you need an estate planning lawyer, contact an attorney today for a free consultation. They'll be able to answer all of your questions and help you get started on creating a plan that's right for you.

Mortgage Loan Officer

Mortgage loan officers in Bellingham, WA can help residents by providing them with the best rates and terms for their mortgage. They can also help residents understand the different types of mortgages available, and guide them through the application process. In addition, mortgage loan officers can provide advice on how to get the best value for a home, and help residents secure a loan that is right for them.

Tax Services

Tax accountants can help Bellingham, WA residents by ensuring they are taking advantage of all the tax deductions to which they are entitled. Accountants can also help residents plan their finances in a way that minimizes their tax liability. In addition, accountants can advise residents on how to save money and invest it in a way that will be most beneficial for them.


FAQs About Personal Financial Advisors in Bellingham, WA