Financial Plan, Inc.

www.financialplaninc.com

Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.

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Financial Plan, Inc. is a fee-only Registered Investment Advisor located in Bellingham, WA. All of our financial planners hold the CFP® professional designation and specialize in a variety of wealth management services including: Asset Management, Risk Management, Retirement Planning, Tax Planning, and Estate Planning. As elite Bellingham Financial Advisors, we focus on building comprehensive, objective financial plans tailored to the unique financial situations of our clients.

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Country

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State

Washington

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City (Headquarters)

Bellingham

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Employees

11-50

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Founded

1996

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Executive Officer - Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Principal and Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operations Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President and Founder

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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