Financial decision making in Bellingham, WA
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Edward Jones - Financial Advisor: Terry A Fife
● ClosedEdward Jones - Financial Advisor: Terry A Fife is a reputable finance institution located at 12 Bellwether Way in Bellingham, Washington, United States. Terry A Fife is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest, Terry A Fife can provide personalized financial guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Terry A Fife is committed to helping clients secure their financial future.
12 Bellwether Way Suite 106, Bellingham, WA 98225, United States -
Merrill Lynch Financial Advisor Bob Christey
● ClosedMerrill Lynch Financial Advisor Bob Christey is a reputable finance institution located at 2950 Newmarket Street in Bellingham, Washington, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Bob Christey, clients can trust in expert financial guidance to help achieve their desired lifestyle. While investing involves risk, the advisors at Merrill Lynch aim to provide personalized strategies for asset allocation, diversification, and rebalancing. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients should consult with their own professionals before making financial decisions. Offering a broad range of brokerage, investment advisory, and other services, Merrill Lynch strives to help clients reach their financial goals. Additionally, insurance and annuity products are available through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. With a commitment to providing valuable information and services, Merrill Lynch Financial Advisor Bob Christey is dedicated to helping clients navigate the complexities of the financial world.
2950 Newmarket St Suite 104, Bellingham, WA 98226, United States -
Edward Jones - Financial Advisor: Rob Naidu
● ClosedEdward Jones - Financial Advisor: Rob Naidu is a respected finance institution located at 3130 Howe Place in Bellingham, Washington. As a trusted financial advisor, Rob Naidu provides personalized and comprehensive financial planning services to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rob Naidu is dedicated to helping individuals and families make informed decisions about investments, retirement planning, and wealth management. Visit us today to see how we can help you reach your financial goals.
3130 Howe Pl STE 103, Bellingham, WA 98226, United States -
Wisdom Wealth Management - Ameriprise Financial Services, LLC
● ClosedWisdom Wealth Management - Ameriprise Financial Services, LLC is a reputable finance institution located at 1140 10th Street in Bellingham, Washington. As a part of Ameriprise Financial Services, LLC, they offer comprehensive financial planning and investment management services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized strategies to help individuals and families build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or managing your investments, Wisdom Wealth Management is committed to helping you make sound financial decisions for a secure future.
1140 10th St Ste 207, Bellingham, WA 98225, United States -
Jake Squires - State Farm Insurance Agent
● ClosedJake Squires State Farm Insurance Agent is located at 3219 Meridian Street in Bellingham, Washington. Our agency is dedicated to helping you make informed decisions about your insurance and financial needs. With over 20 years of experience with State Farm, our team of professionals is here to ensure you are properly insured and understand your coverage options. We offer a range of services including auto insurance, homeowners insurance, renter's insurance, life insurance, health insurance, and financial services. Jake Squires, the owner of the agency, graduated from Western Washington University with degrees in Engineering & Technology and Education. He has been serving the Bellingham community for over 25 years and understands the risks individuals face when it comes to insurance. Whether you are choosing coverage or filing a claim, we strive to make the process as easy as possible for our customers.
3219 Meridian St, Bellingham, WA 98225, United States -
Joe Treat - State Farm Insurance Agent
● ClosedJoe Treat - State Farm Insurance Agent is located at 2600 Elm Street in Bellingham, Washington, United States. This insurance agency is dedicated to helping individuals make smart decisions when it comes to their insurance and financial service needs. With a focus on providing personalized insurance plans that protect autos, homes, and more, Joe Treat and his team ensure that clients are taking advantage of all available discounts. Additionally, they offer assistance in creating customized life insurance policies that meet individual needs. Joe Treat has been with State Farm Insurance in Bellingham since 1994 and is a proud Legion of Honor Qualifier and National Convention Qualifier with the company. In addition to his insurance expertise, Joe is also an artist who designs driftwood art sculptures displayed in various locations. The agency is actively involved in the Bellingham and Ferndale communities, supporting high school athletics and contributing to the local area.
2600 Elm St, Bellingham, WA 98225, United States -
WECU Community Resource Center
● OpenThe WECU Community Resource Center, located at 1600 Birchwood Avenue in Bellingham, Washington, is a finance institution dedicated to serving the needs of the local community. Our center offers a wide range of financial services, including savings accounts, loans, and investment options, to help individuals and families achieve their financial goals. In addition to our financial services, we also provide resources and support to help community members improve their financial literacy and make informed decisions about their money. Visit us today to learn more about how we can help you secure your financial future.
1600 Birchwood Ave, Bellingham, WA 98225, United States -
Keith O. Browne II - State Farm Insurance Agent
● OpenKeith O. Browne II - State Farm Insurance Agent is a trusted institution located at 1211 Mill Avenue in Bellingham, Washington, United States. Led by Keith O. Browne II, a seasoned professional with a background in sports and finance, the agency is dedicated to providing exceptional insurance products and personalized service to its customers. With a focus on building relationships based on community, integrity, and care, Keith and his team strive to help individuals and families protect their assets, secure their financial future, and achieve their goals with confidence and conviction. Keith's journey from being a standout athlete to a licensed and experienced loan originator has equipped him with the knowledge and skills to offer comprehensive coverage and personalized perspectives to solve simple and complex problems. Whether you are looking for home, auto, life, or investment insurance, Keith O. Browne II State Farm Insurance is committed to providing you with the necessary information to make informed decisions.
1211 Mill Ave suite 204, Bellingham, WA 98225, United States -
Montana Capital Car Title Loans
● ClosedMontana Capital Car Title Loans located at 802 Marine Drive in Bellingham, Washington, offers a quick and secure way to get a cash loan using your car title as collateral. With the potential to receive up to $50,000, the process is simple and efficient. Whether you apply online or by phone, the funds can be sent directly to your bank account or picked up at a MoneyGram location near you. Car Title Loans in Bellingham are a convenient option for those facing unexpected expenses, providing a way to access cash quickly. With less strict credit requirements than traditional bank loans, title loans offer flexibility and speed in obtaining the funds you need. However, it is important to carefully consider the terms and repayment plan to avoid potential risks such as high-interest rates and the possibility of vehicle repossession. By understanding the loan process and responsibilities involved, borrowers can make informed decisions to meet their financial needs.
802 Marine Dr, Bellingham, WA 98225, United States -
Raftelis
● OpenRaftelis, located at 21 Bellwether Way in Bellingham, Washington, is an institution that specializes in providing strategic planning implementation, training for local government and utility professionals, and data-driven insights and monitoring for utilities and local governments. They focus on helping organizations achieve long-term sustainability, financial efficiency, and community support through services such as financial and strategic planning, performance measurement, executive search and recruitment, rate studies, communications, and economic analytics. Raftelis aims to strengthen organizations for the communities they serve by offering tailored solutions to address challenges such as high inflation impacts on water utilities and workforce retention. Their cloud-based platform, Ellio, provides tools for utilities and public-sector organizations to drive performance and make informed decisions. For contractual purposes, Raftelis Financial Consultants, Inc. is the legal name of the company.
21 Bellwether Way Suite 410, Bellingham, WA 98225, United States -
Green Energy Experts, LLC
● OpenGreen Energy Experts, LLC is a finance institution located at 114 West Magnolia Street in Bellingham, Washington. Specializing in green energy investments and sustainable financing solutions, our team of experts is dedicated to helping individuals and businesses make environmentally conscious financial decisions. With a focus on renewable energy projects and energy efficiency initiatives, we strive to provide innovative and cost-effective solutions for a greener future. Contact us today to learn more about how we can help you achieve your sustainability goals.
114 W Magnolia St #400-161, Bellingham, WA 98225, United States -
West Invest
● ClosedWest Invest is a leading finance institution located at 1801 F Street in Bellingham, Washington, United States. Specializing in investment services, West Invest offers a wide range of financial products and solutions to help clients achieve their financial goals. With a team of experienced professionals, West Invest is dedicated to providing personalized and tailored advice to each client. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, West Invest is committed to helping you make informed decisions and secure your financial future.
1801 F St, Bellingham, WA 98225, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 2950 Newmarket Street in Bellingham, Washington, is a finance institution that offers personalized financial planning and wealth management services. The branch is dedicated to creating intimate client relationships, supported by Merrill's global resources. The experienced advisors at the branch provide tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to giving back to the community through volunteerism and charitable outreach. Clients have access to industry-skilled advisors, investing insights, and technological resources to help them pursue their financial and life goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in achieving their unique financial objectives. The institution emphasizes the importance of understanding each client's personal and business needs to create customized financial approaches. With a focus on continuing professional training and mentoring, Merrill Lynch provides a supportive environment for both new and experienced advisors. Clients should consult their legal and tax advisors before making any financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services, aiming to enhance client relationships and build businesses.
2950 Newmarket St Suite 104, Bellingham, WA 98226, United States -
Guild Mortgage - John Block
● ClosedGuild Mortgage - John Block is a finance institution located at 2955 Newmarket Street, Bellingham, Washington, United States. As a Guild Mortgage Loan Officer, John Block is dedicated to helping clients understand their real estate financing options and make informed home loan decisions. The institution offers a variety of loan options to suit different situations, including down payment assistance programs, government-sponsored programs, and jumbo loans. Clients can use the "Find a Loan" section on the website to explore home loan resources. John Block aims to be your "lender for life" and looks forward to serving your home financing needs for years to come. The institution is committed to providing equal housing opportunities and is licensed by various state departments. All loans are subject to underwriter approval, and terms and conditions may change without notice. Guild Mortgage Company is an Equal Opportunity Employer. For more information on licensing, visit www.guildmortgage.com/licensing.
2955 Newmarket St STE 107, Bellingham, WA 98226, United States -
The Wise Accountant
● ClosedThe Wise Accountant is a reputable institution located at 4200 Meridian Street in Bellingham, Washington. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing expert financial guidance and support to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help you make wise financial decisions. Contact us today to schedule a consultation and let us help you achieve your financial goals.
4200 Meridian St STE 100, Bellingham, WA 98226, United States
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