Wealth Management in Whatcom County, WA

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List of Firms

Whatcom County, WA Wealth Management Firms

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Financial Plan, Inc.
SEC File# 801-77339
CRD# 116073
5 out of 5
Location 2115 Barkley Blvd #101, Bellingham, WA 98226, USA
Phone (360) 714-1234
Directions
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David R DeYoung, Wealth Management Advisor, Northwestern Mutual
Location 2219 Rimland Dr Suite 407, Bellingham, WA 98226, USA
Phone (360) 647-2321 ext. 104
Directions
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Trail Financial Planning LLC
5 out of 5
Location 214 N Commercial St, Bellingham, WA 98225, USA
Phone (360) 399-6486
Directions
SEC File# 801-68789
CRD# 145934
Location 2211 Rimland Dr UNIT 401, Bellingham, WA 98226, USA
Phone (360) 715-9000
Directions
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Bellwether Wealth Management
Location 11 Bellwether Way Ste 305, Bellingham, WA 98225, USA
Phone (360) 733-3100
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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Clarity Capital Management
5 out of 5
Location 2210 Rimland Dr #101, Bellingham, WA 98226, USA
Phone (360) 671-7891
Directions
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Wisdom Wealth Management - Ameriprise Financial Services, LLC
Location 1140 10th St Ste 207, Bellingham, WA 98225, USA
Phone (858) 795-2188
Directions
Wealth Management in Whatcom County, WA

Where Wealth Management Advisors in Whatcom County, WA Serve

Whatcom County, located in the northwestern corner of Washington state, boasts a plethora of landmarks that are sure to captivate any visitor. From the stunning Mount Baker, which towers over the county at over 10,000 feet, to the picturesque Chuckanut Drive, a scenic highway that winds along the coast, there is no shortage of natural beauty to behold. In terms of top employers, Whatcom County is home to a diverse range of industries, including healthcare, education, and manufacturing. The largest employer in the county is PeaceHealth St. Joseph Medical Center, which provides high-quality healthcare services to the community. Other major employers include Western Washington University, the Bellingham School District, and Phillips 66 Ferndale Refinery. When it comes to transportation, Whatcom County is served by a number of major highways and streets, including Interstate 5, which runs north-south through the county, and State Route 542, which leads to the Mount Baker Ski Area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Whatcom County, WA can benefit from a bank in various ways. Firstly, the bank can provide access to credit and loans, which can help residents to finance their businesses or homes. With the county being home to a large agricultural sector, farmers can benefit from loans to purchase equipment and improve their farms. Additionally, the bank can offer financial planning services to help residents achieve their long-term financial goals, such as saving for retirement or their children's education. With the county's location near the Canadian border, the bank can also provide foreign currency exchange services, which can be useful for residents who frequently travel to Canada. Furthermore, the bank can offer online banking services, which can be convenient for residents who live in remote areas of the county and cannot easily visit a physical branch. Overall, a bank can provide essential financial services to residents of Whatcom County, WA, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Whatcom County, WA can benefit greatly from the services of an insurance broker. With the county's diverse population and various industries, an insurance broker can provide tailored solutions to meet the specific needs of each client. For example, residents who work in the agriculture industry may require specialized coverage for their crops and equipment. Additionally, the county's proximity to the Canadian border may require unique considerations for those who frequently travel across the border. An insurance broker can also help navigate the complexities of healthcare insurance, which is particularly important in a county with a high population of seniors. With their expertise in the insurance industry and knowledge of the local area, an insurance broker can provide invaluable assistance to residents of Whatcom County, WA.

Retirement Planning

Residents of Whatcom County, WA can benefit immensely from the services of a retirement planner. With its diverse population and unique economic landscape, Whatcom County presents a range of challenges and opportunities for those planning for their retirement. A retirement planner can help residents navigate the complex tax laws and investment options available to them, as well as provide guidance on estate planning and long-term care. Furthermore, with the county's proximity to the Canadian border and its large population of retirees, a retirement planner can help residents take advantage of cross-border financial planning opportunities. In addition, with the county's thriving agriculture and fishing industries, a retirement planner can provide specialized advice on succession planning for family farms and fishing businesses. Overall, a retirement planner can help residents of Whatcom County, WA achieve their retirement goals and secure their financial futures in a rapidly changing economic landscape.

Financial Advisor

Residents of Whatcom County, WA could benefit from the guidance of a financial advisor in numerous ways. With the county's economy heavily reliant on agriculture, fishing, and tourism, a financial advisor could assist individuals in creating a diversified investment portfolio that takes into account the unique risks and opportunities of these industries. Additionally, with the county's high cost of living and limited job opportunities, a financial advisor could provide guidance on budgeting, debt management, and retirement planning to help residents achieve their financial goals and secure their future. Furthermore, with the county's proximity to the Canadian border and the potential for cross-border taxation and investment complications, a financial advisor could provide valuable insight and expertise on navigating these complex financial matters. Overall, a financial advisor could be an invaluable resource for residents of Whatcom County, WA looking to make informed financial decisions and achieve financial stability in a dynamic and challenging economic environment.

Mortgage Loan Officer

Residents of Whatcom County, WA can benefit greatly from the services of a mortgage loan officer. With the county's diverse economy and growing population, there is a high demand for affordable housing options. A skilled loan officer can help residents navigate the complex mortgage process, offering advice and guidance on everything from credit scores to interest rates. In addition, with the county's proximity to the Canadian border and its status as a major shipping hub, there are many unique mortgage options available to residents. A knowledgeable loan officer can help residents explore these options and find the best fit for their individual needs. Whether someone is looking to purchase their first home or refinance an existing mortgage, a mortgage loan officer can provide invaluable assistance to residents of Whatcom County.

Tax Services

Residents of Whatcom County, WA can benefit from the services of a tax advisor in numerous ways. Firstly, the county's economy is largely driven by agriculture, with dairy, raspberry, and blueberry farms being the most common. A tax advisor can assist farmers in navigating the complex tax laws and regulations that apply to agricultural businesses, such as the tax implications of crop insurance and government subsidies. Additionally, Whatcom County is home to a large number of retirees, who may require assistance with tax planning and retirement account management. A tax advisor can help retirees optimize their retirement income by minimizing their tax liability and maximizing their retirement savings. Furthermore, Whatcom County has a high number of small businesses, and a tax advisor can provide valuable guidance on business tax planning, compliance, and optimization strategies to help these businesses succeed and grow. Overall, a tax advisor can play a crucial role in helping residents of Whatcom County navigate the complex and ever-changing tax landscape, and ensure that they are maximizing their financial well-being.

Estate Planning Lawyer

Residents of Whatcom County, WA can benefit from the services of an estate planning lawyer in various ways. Firstly, the lawyer can help them create a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directive. This is particularly important in Whatcom County where the population is aging, and many people own significant assets such as farmland, waterfront property, and businesses. Secondly, an estate planning lawyer can assist residents in minimizing their tax liability, which is crucial in a state like Washington that has both state and federal estate taxes. Additionally, the lawyer can help families with disabled members create a special needs trust to ensure that the disabled person is adequately cared for after the death of the parents. Lastly, an estate planning lawyer can help residents navigate complex probate laws in Whatcom County, which can be time-consuming and expensive.

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