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Financial Plan, Inc.

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Bellingham, United States

financialplaninc.com
Financial consultantFinancial plannerInvestment service· Financial consultant· Financial planner· Investment service

Financial Plan, Inc. Reviews | Rating 5 out of 5 stars (4 reviews)

Financial Plan, Inc. is located in Bellingham, United States on 2115 Barkley Blvd #101. Financial Plan, Inc. is rated 5 out of 5 in the category financial consultantfinancial plannerinvestment service in United States.

Address

2115 Barkley Blvd #101

Phone

+1 3607141234

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible liftWheelchair-accessible toilet

Open hours

...
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K

Kate Love

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.

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Lyann Rust

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!

Z

Zach Welch

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.

A

Anthony Petz

High character individuals. Amazingly talented and knowledgeable professionals.

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