West Invest - Bellingham (WA)

5 /5 Claire Beszhak: I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!

5 /5 Max Hurlbut: My wife and I switched to West Invest after an unsuccessful previous venture with an investment firm that sacrificed our monies on some poorly thought-out and risky moves. We are very pleased with MARTY & BLAIR WEST and crew as they spent considerable time straightening out our finances and advising us on sound practices. Their initial advice immediately saved us over $7,000 in taxes and we are now making money for a change. They have balanced risk with security for our final years. We have obtained an annuity and put assets into a trust which will have benefits when I have passed and my wife is on her own....I am confident she is in good hands with her best interests in mind. MARTY and his wife have become good friends and we have every confidence in their conservative and knowledgeable long-term approach to investment. We strongly recommend West Invest for any financial decisions involving trust and responsibility---and your peace of mind!

5 /5 Maureen C: To our great satisfaction we decided 6 years ago to have West Invest take care of our investing goals in retirement. The team has been quick to respond to every question, explained clearly the plan they have to keep our investments growing and we couldnt be more pleased with the results. Thank you, West Invest, for all your hard work!

5 /5 Royal Prendergast: The team at West Invest has been amazing. I needed a place to transfer my 401K earnings from a previous job and I could not be happier. Everyone was very friendly and made the process seamless. I will continue to recommend them when I have the chance.

5 /5 Tamara Harrison: Blair and his team are the absolute best. Blair is always so patient with me and explains everything so well. His care for my financial wellbeing is so apparent, and I love being able to talk through financial decisions in a way that makes me feel comfortable and in control. You’re not just a number at West Invest, which means a lot to me. I’ve worked with Blair and his team for years, and I don’t ever plan to stop - the service they offer is invaluable, and I am so grateful for them!