Financial Plan, Inc. - Bellingham, Washington

Financial Plan, Inc. es una empresa de asesoramiento financiero con sede en Bellingham, Washington. Su dirección es 11 Bellwether Way Ste 301, Bellingham, WA 98225. Pueden ser contactados por teléfono en 07141234 o visitando su sitio web en financialplaninc.com.

Esta empresa ofrece servicios de asesoramiento financiero, planificación financiera e inversión. Sus especialidades incluyen ser un consultor financiero, un planificador financiero y un servicio de inversión.

Algunas características de esta empresa incluyen la posibilidad de realizar citas en línea, servicios en sitio y accesibilidad para personas con discapacidad. La entrada principal es wheelchair accessible, el estacionamiento cercano es free parking lot y la inmediata atención es requerida. Las recomendaciones de citas son appointments recommended.

Según las opiniones de los clientes, esta empresa tiene 7 reviews en Google My Business y una media de opinión de 5/5.

Características

Información de contacto

Address: 11 Bellwether Way Ste 301, Bellingham, WA 98225

Phone: 07141234

Website: financialplaninc.com

Otras características

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended
• Free parking garage
• Free parking lot
• Free street parking
• On-site parking

Opciones de contacto

• Phone: 07141234
• Website: financialplaninc.com
• Online appointments

👍 Reviews of Financial Plan, Inc.

Lyann R.

5/5

Financial Plan, Inc. in Bellingham is a great place to invest your money and plan for your financial future. We have been with them for over 15 years, and have always been treated with honesty and integrity. No question or request is too small, and you always feel like you are their most important client. Their financial advice is sound, and you will never be led towards risky investments, or trades for the sake of trades. You pay a single, very reasonable annual fee, regardless of the size of your account, or the number of buy, sell or trades. I'm very happy with their services, and would highly recommend them to others!

Kate L.

5/5

Amazing people. Very straightforward. They couldn’t help me for what I am lookin for right now and they are still helping steer me in a direction that can. 10/10 would recommend them for your retirement financial needs.

Zach W.

5/5

Professional and friendly folks. If you are looking for a holistic investment strategy you can't beat FP. Their fee is all they make. They are under no pressure to sell you anything.

Mrs. W.

5/5

Great company. Careful investing. Excellent communication.

Anthony P.

5/5

High character individuals. Amazingly talented and knowledgeable professionals.

Robert B. R.

5/5

Gary C.

5/5