Business Categories: Financial Services, Financial Planning
Phone Number: 360-714-1234
Address: 2115 Barkley Blvd, #101 Bellingham, WA 98226
Business Description: Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide comprehensive financial planning advice to each of our client households.