Business claimed
Last updated: 31 days ago
Listed in:
Financial Planning
,
Investment Services
About Financial Plan, Inc.
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Email address:
info@financialplaninc.com
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.
Year Established: 1996