Financial PlanFinancial advisor in Bellingham, WA

Also ranked: #11 of 44 investment advisors in Bellingham

Financial Plan is a financial advisor at 11 Bellwether Way Ste 301, Bellingham, WA 98225, ranked #11 of 102 financial advisors in Bellingham and rated 5.0 from 9 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 November 9, 20260 paid placements in any rankingHow we rank

Call (360) 714-1234 Website ↗

Key facts

Key facts about Financial Plan
Address	11 Bellwether Way Ste 301, Bellingham, WA 98225Get directions
Phone	(360) 714-1234
Website	financialplaninc.com
Hours	Monday to Friday: 8:30 AM – 5 PM
Google rating	5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Investment Advisorsadditional Google category

Service area

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

Based in Bellingham, WAView on map

Opening hours

Opening hours for Financial Plan
Day	Hours
Monday	8:30 AM – 5 PM
Tuesday	8:30 AM – 5 PM
Wednesday	8:30 AM – 5 PM
Thursday	8:30 AM – 5 PM
Friday	8:30 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Financial Plan

How is Financial Plan ranked in Bellingham?

Financial Plan is ranked #11 of 102 financial advisors in Bellingham by RFA Score, with 68 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 Financial Plan’s hours?

Financial Plan is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Financial Plan serve?

Serves Bellingham and 5 towns within 25 miles: Ferndale, Lynden, Anacortes, 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 Financial Plan?

Financial Plan has a rating of 5.0 from 9 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 Financial Plan?

Call Financial Plan on (360) 714-1234. The business is at 11 Bellwether Way Ste 301, 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

Financial Plan compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Financial Plan (this business)	—	68	5.0 (9)	No	No
Jeff Savage - COUNTRY Financial Agent	#9	69	4.7 (14)	—	—	2.6 mi
Visionvest Financial Planning & Services (IPC)	#10	68	5.0 (76)	No	No	23.2 mi
Rivershore Wealth Planning	#12	68	5.0 (64)	No	No	22.1 mi

See all 102 ranked financial advisors in Bellingham