Wealth Management in Bellingham, WA

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List of Firms

Bellingham, WA Wealth Management Firms

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Fleet Capital Management
Location 26 Sunflower Cir, Bellingham, WA 98229, USA
Phone (360) 389-6407
Directions
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Salish Wealth Management
4 out of 5
Location 2122 Barkley Blvd Suite 200, Bellingham, WA 98226, USA
Phone (360) 594-5365
Directions
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The Peace Arch Group - Morgan Stanley
Location 2200 Rimland Dr Suite 105, Bellingham, WA 98226, USA
Phone (360) 788-7004
Directions
SEC File# 801-69727
CRD# 148763
Location 11 Bellwether Way # 209, Bellingham, WA 98225, USA
Phone (360) 255-2500
Directions
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SPARK Financial Group - Ameriprise Financial Services, LLC
Location 119 N Commercial St STE 325, Bellingham, WA 98225, USA
Phone (360) 333-8258
Directions
SEC File# 801-94175
CRD# 188511
5 out of 5
Location 405 32nd St #201, Bellingham, WA 98225, USA
Phone (360) 671-1621
Directions
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Waycross Investment Management Company
Location 119 N Commercial St STE 191, Bellingham, WA 98225, USA
Phone (360) 671-0148
Directions
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Stewart Ellison - UBS Financial Services Inc.
Location 104 Unity St, Bellingham, WA 98225, USA
Phone (360) 714-2544
Directions
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Merrill Lynch Wealth Management Advisor Daniel Hank Rubbert
Location 2950 Newmarket St Suite 104, Bellingham, WA 98226, USA
Phone (360) 676-2479
Directions
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Baird Private Wealth Management
Location 3110 Commercial Ave Suite 102D, Anacortes, WA 98221, USA
Phone (855) 885-5800
Directions
Wealth Management in Bellingham, WA

Where Wealth Management Advisors in Bellingham, WA Serve

Bellingham, WA is a vibrant city nestled between the Cascade Mountains and the Salish Sea. Its landmarks include the iconic Bellingham Bay, the historic Fairhaven district, and the stunning Mount Baker. The city is home to a diverse array of top employers, including Western Washington University, PeaceHealth, and the Port of Bellingham. Major highways such as I-5 and State Route 20 provide easy access to neighboring cities and towns, while streets like Cornwall Avenue and Holly Street offer a plethora of shopping and dining options. Bellingham is divided into several unique neighborhoods, each with their own distinct character and charm, such as the trendy Columbia neighborhood and the historic York neighborhood.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bellingham, WA can benefit from a bank in a plethora of ways. For instance, a bank can provide them with easy access to financial services such as checking and savings accounts, loans, mortgages, and credit cards. Additionally, banks can help residents in Bellingham, WA manage their money more efficiently by offering online banking services, mobile banking apps, and ATMs. Furthermore, banks can assist residents in Bellingham, WA in planning for their future financial goals, such as saving for retirement, college education, or purchasing a home. With the high cost of living in Bellingham, WA, having a bank that offers low-interest rates on loans and mortgages can be a game-changer for many residents. Overall, a bank can be an invaluable resource for the residents of Bellingham, WA, providing them with the financial tools and guidance they need to achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Bellingham, WA could benefit from the services of an insurance broker in a multitude of ways. The city's location near the Canadian border and the Pacific Ocean means that residents may have unique insurance needs, such as coverage for international travel or flood damage. Additionally, Bellingham is home to a diverse population, including many students attending Western Washington University. An insurance broker could assist these students in finding affordable health insurance options that meet their specific needs. Furthermore, Bellingham experiences a wide range of weather conditions throughout the year, from heavy rainfall to occasional snowfall. An insurance broker could help residents prepare for these weather events by finding comprehensive homeowners or renters insurance policies that include coverage for potential damages caused by weather-related incidents. Overall, an insurance broker could provide invaluable assistance to Bellingham residents in navigating the complex world of insurance and finding policies that meet their unique needs.

Retirement Planning

Residents of Bellingham, WA can greatly benefit from the services of a retirement planner. With an economy that is heavily reliant on the healthcare industry, many residents may not have access to traditional pension plans and may need guidance on how to save for retirement. Additionally, Bellingham's proximity to the Canadian border can complicate retirement planning for those who may have dual citizenship or receive pensions from both countries. A retirement planner can help navigate the complexities of cross-border retirement planning and ensure that residents are maximizing their retirement savings. Furthermore, Bellingham's high cost of living may make it difficult for residents to save for retirement, but a retirement planner can provide strategies for budgeting and investing to help them achieve their financial goals. Overall, a retirement planner can provide invaluable guidance and support for Bellingham residents as they plan for their futures.

Financial Advisor

Residents of Bellingham, WA can benefit greatly from the guidance of a financial advisor. With its proximity to the Canadian border, Bellingham is a hub for international trade and commerce, which can present unique financial challenges for individuals and businesses alike. A skilled financial advisor can help navigate the complexities of cross-border transactions and ensure compliance with relevant regulations. Additionally, Bellingham is home to a thriving arts and culture scene, which can present opportunities for investment and philanthropy. A financial advisor can help individuals and organizations identify and capitalize on these opportunities, while also ensuring that their financial goals align with their values and priorities. Whether it's navigating cross-border transactions or investing in the local arts community, a financial advisor can provide invaluable guidance and support to residents of Bellingham, WA.

Mortgage Loan Officer

Residents of Bellingham, WA would greatly benefit from the expertise of a mortgage loan officer. With its picturesque location on the Bellingham Bay and proximity to the Canadian border, Bellingham is a desirable place to live. However, the cost of living can be high, and navigating the complex world of mortgages can be overwhelming. A mortgage loan officer can provide residents with personalized guidance on the best loan options for their unique financial situations. They can also help residents understand the local real estate market, which can fluctuate due to the city's proximity to Vancouver, BC. Additionally, a mortgage loan officer can assist residents in securing loans for properties in the city's historic districts, which require special considerations and approvals. Overall, the expertise of a mortgage loan officer can make the dream of owning a home in Bellingham a reality for residents.

Tax Services

Residents of Bellingham, WA can benefit greatly from the expertise of a tax advisor. With the unique tax laws and regulations in the state of Washington, it can be difficult for individuals to navigate the complex tax system on their own. A tax advisor can provide guidance on the most advantageous deductions and credits available to Bellingham residents, such as the state's sales tax exemption for certain purchases. Additionally, with the city's growing economy and influx of new businesses, a tax advisor can assist small business owners with tax planning and compliance, ensuring that they are maximizing their deductions and avoiding costly penalties. Overall, a tax advisor can provide valuable insight and assistance to Bellingham residents, helping them to save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Bellingham, WA can receive a multitude of benefits from an estate planning lawyer. One of the most common ways is through the creation of a comprehensive estate plan that accounts for the unique legal and financial considerations in the area. Bellingham is known for its strong real estate market, and an estate planning lawyer can help residents navigate complex property laws and ensure that their assets are properly transferred to their heirs. Additionally, with the city's proximity to the Canadian border, an estate planning lawyer can assist with cross-border tax planning and compliance. Furthermore, Bellingham is a popular retirement destination, and an estate planning lawyer can help seniors plan for long-term care and Medicaid eligibility. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to Bellingham residents looking to protect their assets and secure their legacy.

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