Financial Plan, Inc. - Bellingham (WA)

5 /5 Zach Welch: Professional and friendly folks. If you are looking for a holistic investment strategy you cant beat FP. Their fee is all they make. They are under no pressure to sell you anything.

5 /5 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.

5 /5 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. Im very happy with their services, and would highly recommend them to others!

5 /5 Anthony Petz: High character individuals. Amazingly talented and knowledgeable professionals.

5 /5 Mrs. Wonderful: Great company. Careful investing. Excellent communication.