Top 15 Financial Advisors in Bellingham, WA

Gaby Penfield Marguerite and Yvonne were incredible in helping me with a stressful banking situation. Not only did they help but they were calming, warm and kind. I felt like I was in the best hands, and the situation all worked out for the best. I am so grateful to them and will highly recommend this branch to anyone!!

Zach Welch Professional and friendly folks. If you are looking for a holistic investment strategy you cant beat FP. Their fee is all they make. They are under no pressure to sell you anything.

Ava Sakowski I have know Scott for many years as a member of the Bellingham Chamber of Commerce. I know that he is a generous member of our community and makes it a point to give back to many non-profits in our community. He is honest, caring and somene whose advice I trust when it comes to financial planning.

Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!

John Carter I have had 2 commercial vehicles financed with them for the past 1-1/2 years; my dealings with them have always been friendly, business-like, and they have bent over backwards to help me out of a tough spot when my tractor broke down 1,800 miles from home (moving my tractor payment to the end of my contract so I could pay for repairs). I would recommend Green Truck to anyone who knows how to run a business, and has a "payment ethic" -- if you dont, then dont get upset when you dont make your payments on time and they repossess your truck. As for me, though, I would not hesitate to finance another vehicle with them and I am very happy with them. **To refute Amrit Brars review -- yes, they do require you to purchase the TruNorth extended warranty -- which is tailored to each vehicle (it has various levels -- mine covers engine, transmission, rear ends, turbocharger system and entire EATS/ DEF/ DOC/ DEF system). And it can be a God-send; My first breakdown, a few months ago, would have cost me over $1,500 -- but it was covered by this warranty and all I paid was the $300 deductible. My current breakdown is much more serious, and I dont have the final numbers -- but most likely I will pay nothing more than the $300 deductible, even after having the DPF baked, turbo, turbo actuator, EGR and most EATS system sensors replaced. This repair would have been from $6,000 to $10,000 without the warranty -- and would have put me out of business. But, again, it saved my butt -- and I am VERY thankful that Green Truck required me to buy the warranty.

George Asan Kris was enjoyable to work with and shared with us a complete understanding of our automobile needs.

Nicholas McIntyre Great customer services and support. Super friendly

J Davies Better call John! When my husband and I realized that we were running out of runway before our kids enter their college years, John was the guy for the job! He talked us through the ins and outs of college financing, the FAFSA, which sources of money to use first, and suggested tweaks to our strategy as we come up to the start line. He was thorough, friendly and easy to talk to, and offered lots of constructive advice. Highly recommend!

Olivia Yates 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 wont find a better financial partner in Bellingham.

Briddick Webb Jeremy is a fantastic financial advisor. He’s very sharp and works very closely with me to ensure we are making smart moves in the market and hitting my long term wealth goals. Edward Jones has a great app that makes it pretty easy to see what’s going on. Highly recommend.

Dee Tucker As always my experience was top notch, Carrie is very personal and professional and Im in and out in less than 30 minutes with cash in my account within an hour, what more could you ask for.

Ken Helms We started working with David as our insurance agent, and over time have expanded that relationship to cover management of our retirement account. David has always provided excellent service, solid advice, and multiple, well considered investment options to us. But more importantly, he always follows through and does exactly what he says he will, and that consistency and willingness to watch out for our interests is something we really value.

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.

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

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.