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Balance Financial - Planning & Investment StrategiesFinancial advisor in Bellingham, WA

Balance Financial - Planning & Investment Strategies is a financial advisor at 1609 12th St, Bellingham, WA 98225, ranked #17 of 102 financial advisors in Bellingham and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bellingham, WAUpdated 0 paid placements in any rankingHow we rank

Call (360) 305-3719Website ↗

Key facts

Key facts about Balance Financial - Planning & Investment Strategies
Address1609 12th St, Bellingham, WA 98225Get directions
Phone(360) 305-3719
Websitebalancefinancialbellingham.com
HoursMonday to Thursday: 9 AM – 4 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bellingham and 5 towns within 25 miles: Ferndale, Anacortes, Lynden, Sedro-Woolley and Mount Vernon.

Based in Bellingham, WAView on map

Opening hours

Opening hours for Balance Financial - Planning & Investment Strategies
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Balance Financial - Planning & Investment Strategies

How is Balance Financial - Planning & Investment Strategies ranked in Bellingham?

Balance Financial - Planning & Investment Strategies is ranked #17 of 102 financial advisors in Bellingham by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Balance Financial - Planning & Investment Strategies’ hours?

Balance Financial - Planning & Investment Strategies is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Balance Financial - Planning & Investment Strategies serve?

Serves Bellingham and 5 towns within 25 miles: Ferndale, Anacortes, Lynden, Sedro-Woolley and Mount Vernon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Balance Financial - Planning & Investment Strategies?

Balance Financial - Planning & Investment Strategies has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Balance Financial - Planning & Investment Strategies?

Call Balance Financial - Planning & Investment Strategies on (360) 305-3719. The business is at 1609 12th St, Bellingham, WA 98225. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Balance Financial - Planning & Investment Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Balance Financial - Planning & Investment Strategies (this business)—675.0 (6)NoNo
Evergreen Home Loans Mount Vernon NMLS 2471753#15675.0 (61)NoNo21.1 mi
Skyline Advisors#16675.0 (6)NoNo1.6 mi

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