SoradinSoradin

Financial Advisors in Bellingham, WA

How to choose a financial advisor in Bellingham

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Robert Christey

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellingham, WA

ProfileNo contact yet

Kaela Lee

Financial Advisor

Saturna Brokerage Services, Inc

Bellingham, WA

ProfileNo contact yet

Daniel Rubbert

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellingham, WA

ProfileNo contact yet

Jeff Ritter

Financial Advisor

Saturna Brokerage Services, Inc

Bellingham, WA

ProfileNo contact yet

Bruce Fleet

Financial Advisor

Fleet Capital Management, Llc

Bellingham, WA

ProfileNo contact yet

David Puckett

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellingham, WA

ProfileNo contact yet
About this city

Nearby cities