Financial Plan, Inc. 2115 Barkley Boulevard, Bellingham, WA 98226
About the Business
Financial Plan, Inc. is a leading finance institution located at 2115 Barkley Boulevard in Bellingham, Washington, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning services. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a solid financial plan for a secure future.
Photos
Location & Phone number
2115 Barkley Blvd #101, Bellingham, WA 98226, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great company. Careful investing. Excellent communication."
"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."
"High character individuals. Amazingly talented and knowledgeable professionals."
"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."
"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!"
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