Financial Services - Top 5 Companies Bellingham WA

Financial Services - Top 5 Companies in Bellingham, WA. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Bellingham.

Ronald Simmer
Simmer Financial Planning, LLC
(360) 380-0517
5765 Willow Springs Way
Ferndale, WA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Gene R. Bell, CFP®
(360) 671-1845
1700 Iowa St
Bellingham, WA
Firm
Gene Bell & Associates
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Scott A Hume, CFP®
(360) 756-3504
3101 Newmarket St
Bellingham, WA
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Phillip E. Multop, CFP®
(360) 671-7891
333 Calluna Ct Ste 205
Bellingham, WA
Firm
Professional Equity Management

Data Provided by:
Jonathan Block, CFP®
(360) 671-3372
PO Box 31306
Bellingham, WA
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Steven M. Kersey, CFP®
(360) 510-6452
1101 Lakeview Street
Bellingham, WA
Areas of Specialization
Asset Allocation, Elder Care, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Jonathan P Ludeman, CFP®
(360) 738-9600
2115 Barkley Blvd
Bellingham, WA
Firm
Ludeman Capital Management, In
Areas of Specialization
Investment Management, Life Planning, Life Transitions, Real Estate, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. George E. Mundell Iii, CFP®
(888) 329-2211
2211 Rimland Dr. #116
Bellingham, WA
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. Marvin K. Degraaff, CFP®
(360) 734-4728
4164 Meridian St
Bellingham, WA
Firm
Waddell & Reed Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Gerald S. Wallace, CFP®
(360) 647-0649
PO Box 31550
Bellingham, WA
Firm
Bay City Financial Services In

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