Financial Advising in Bellingham, WA
10 locations found near Bellingham
View Map
Financial Advising
7:00 AM - 4:00 PM
23 Bellwether Way Suite 200, Bellingham
Financial Advising
“I have worked with Mike Perry and his wonderful staff at Wells Fargo Advisors in Bellingham, WA. since 2004. When Mike showed up to our business the first time, he knew he had to make a better-than-great impression. I had fired the previous advisor for not respecting my team enough to come for a presentation prepared. Mike delivered and stuck around until all employee questions were answered. I can proudly say, his team and I still have a wonderful working relationship!”
Financial Advising
“Josh has been my advisor for almost 8 years. I've never had a single concern and he's done a great job. Rosemary and Josh never miss a birthday call and always want to give an update when markets are volatile. I never feel out of the loop with this team. Thank you both for everything you do, I appreciate y'all!”
Financial Advising
“Shannon is by far the best financial advisor I have worked with! She is personal, honest, and always checking in to ensure we are on track to meet our goals. She has helped my husband and I build financial security to purchase a home, start a family, and continue to build our small business.I recommend her to anyone and everyone who asks! You won't find a better financial partner in Bellingham.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
You May Also Like
-
Wells Fargo
2 Locations
“Judy has exceptional knowledge around the financial world. I was impressed at how much time she took to graciously explain all of my investing options and now I have a much better understanding of how my IRA works and how to make it work for me. I highly recommend Paulson Financial services if you are new to having an IRA or new to investing and want knowledgeable, friendly support.”