Financial Plan, Inc. - Bellingham (WA)

Will N Great folks who truly know their stuff!

Kathy McGlashan Best place to go get your taxes done. They are professional and thorough. People are very nice too !

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.

Deb VERY impressed with ALL help and ASSISTANCE from Jared! Maybe we need to change the saying of--"Johnny-on-the-spot" to "Jareds GOT THIS!"..WHAT EVER this happens to be!" Absolutely, you, as a company/corporation would be wise to do whatever it takes to keep a team-member such as, Jared, gainfully and happily employed. His customer service is OFF the CHART! "How can I make your day," isnt spoken, but executed, expertly! And MOST IMPORTANTLY I have never sensed his ASSISTANCE has been for any personal gain or accolade. I had to seek out a way to warn you, if you do not already know, that you have employed an incredible asset to your company, who will need to be challenged and rewarded appropriately. Wow! If I had a company that was worthy of Jareds expertise, and the funding to match, I WOULD be concerned with someone else, or another company, stealing him from me. Finally, he was humbled when I asked about another branch being opened in the Portland Metro area, and then suggesting that his name be significantly a large part of that facility--like the head-guy. Really sense he could handle it, and would be a leader his fellow team members could and would respect and enjoy working beside. My credentials to make such claims? Teacher in the United States of America school systems, primarily in Oregon; 4 years in Idaho, as well as abroad for a season, for the last 25+ years. Thank you for your time. Sincerely, Debra A. Laws

Lisa Lu Washington Trust has a small town feel. The employees are friendly and competent. If you are looking for a bank that cares about you and does not treat you like "just a bank account number", WA Trust is the bank for you!

Ceeasia32 They are professional, on time with appointments. Taxes done in about 30min. Prices have gone up but ranges between $70-$100 for service. I was over charged this year. They say they have the right to charge extra for services but I didn’t have any. Last year I paid $60 this year I was charged $100, When posted new price was $70 with 4 W2, we had 3. I didn’t ask because what goes around comes around.

Amanda Thibeault I used Universal Realty when I sold my condo and I was very pleased with the high level of customer service. I was hoping for a fairly speedy sale as I didnt want make two mortgage payments for very long. I asked and I received! Rome competitively priced my condo and I had 3 offers waiting for me. The sale was quick and painless, I really appreciated the time and effort that was put into completing the sale. Thanks Rome!!