Financial Plan, Inc. - Bellingham (WA)

Amy Keach We worked together on a case and he was delight to work with.

Bob Strakusek Tom has been assisting us with our financial planning for many years. Always listens closely to our needs and always delivers an excellent strategy!

Julie Hamstreet Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!

Kendra Blackwell Im so happy Goldendale has services available for those needing help getting back into the workforce. Jenny and Cassie have been a huge help and inspiration for me. Helping me feel more ready and able to find a job that fits me personally. Getting back into the workforce is more than just finding another 9-5. Its about finding yourself and building the skills you want in order to find the Right job. Not only do they help the community to build lifelong skills, but a hope for the future. That means everything to me and for my family. Its too easy to slip into your fears and self doubt. This team is here to pick you back up by the scruff, dust you off, and help you build yourself back up as a stronger person. Thank you so much. From my whole family ❤️

Kirsten Otterness I have been with WSECU for a long time (20 years I think?). There was only one time I had an issue, it was resolved, and have been great since. I especially wanted to shout out to the lady that helped me yesterday 5/4/25 (I wish I knew her name). Fantastic job, professional, polite, patient, helpful, the list goes on. All the emoloyees ive worked with through the years have been great, but she was awesome!

LOU G Jim has been our financial advisor since our retirement in 2022. He has offered a wealth of information, listens to our needs and goals and provides honest feedback. He is forthright; sharing his opinions openly and transparently - exactly what we need in an advisor. Sincerely, Lou and Bill

Vbx Donwon75 Had no problem with them they did just fine