Find the Best 18 Finance services in Bellingham, WA (Part 2)

michelle andreas Nicole always wants the best for her clients. Shes honest and will let you know all parts of a financial scenario ~ even if it doesnt benefit her. I have trusted her through all situations (with my business and personal) over the past 10 years and know she is always on my side. Nicole is an extremely hard worker, extra resourceful and I would highly recommend her to anyone.

Gisele Fahimi Amazing experience with Avlon Finance. Their consultation was thorough, professional, and insightful, providing me with clear guidance on my cross-border taxation. They not only gave me excellent feedback but also referred me to the right contacts to ensure I have the best support moving forward. Highly recommend their services to anyone in need of expert advice!

Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.

Jordan Story Cathy was incredibly helpful over the phone. Thank you!

Butcher Nathan (chutterhanban) Rob is an excellent human being who will without a doubt take care of you with great attention and expertise.

Jared Premier Construction Services Jeff and his team have helped me a ton over the years. Whether its with my home, auto or my business they have exceeded my expectations.

Briddick Webb I was referred to Gary because he is one of the very few commercial mortgage brokers who can shop the best possible rate and terms for commercial loans. I referred clients to him and he took great care of them and got them a far superior rate to what they were getting at a local bank. Commercial lending is different than residential and Gary and Hyak is a tremendous resource for all things commercial lending.

Jeremy Hirschkorn As someone who has had financial fear in the past it’s great to leave every meeting and phone call with Josh feeling confident in my families financial future.

Becca Tracy Working with Beverly has been a game-changer for my finances. I was in my early 30s when we connected, and I wanted to get my finances under control, but had no idea where to start. Beverly made everything feel manageable—she explained things clearly, answered all my questions with patience, and helped me build a plan for budgeting, saving, and investing. Shes SO great and so helpful. I have been sending all my friends to Beverly. I highly recommend her to anyone looking for a thoughtful and knowledgeable financial advisor, especially if you are new to investing and working with a financial advisor. Whatever the issue, she can help you figure it out!

brenda richmond We have been with Country for many years. I appreciate their response time and their professionalism. I feel we are well taken care with no fuss when submitting a claim. Rates seem fairly competitive when I have shopped around. I did switch over to a different co. a while back but then came back to Country. I like having my policies under 1 co. unlike other places where you are dealing with multiple third party co.s. Especially if you have multiple cars, homes and business insurance

Mark Schlichting Tim Villhauer has done a superb job of helping me manage my IRA over the years.  He is conscientious about contacting me on a regular basis and advising me of my options when my RMD is due, and suggesting ways I may want to re-balance my portfolio.  Traci, his Senior Office Administrator, is also top notch.  She is always letting me know if forms need to be completed and if deadlines loom.  Most of all, the office is relaxed and low-key-- in sharp contrast to other financial advisor businesses that I have experienced.  Thanks, team!