National Retirement Planning Experts

National Coverage
Local Professionals

Find Retirement Planners for Retirement Planning in Bellingham, Washington

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Bellingham, Washington

profile-image

Craig Brown

MultiGen Wealth Services, Inc. (LPL Financial)

113 W Chestnut Street

Bellingham,WA 98225

360-392-2882

List of Additional Retirement Planners in Bellingham, Washington*

* Additional advisor listing is provided in partnership with Yext

dummy-image

BayPort Financial

2620 North Harbor Loop Drive
#26

Bellingham, WA 98225
360-332-8900

dummy-image

Edward Jones - Financial Advisor: Rob Naidu

3130 Howe Place
Ste 103

Bellingham, WA 98226
360-647-5761

dummy-image

Paul A Pollard - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-376-6416

dummy-image

Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

dummy-image

Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

dummy-image

Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

dummy-image

West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

dummy-image

Thomas Bajema - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

dummy-image

Adam J Faber - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

dummy-image

Jeffrey Keown - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

dummy-image

Blayne Barnhart - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 325

Bellingham, WA 98225
360-333-8258

dummy-image

Timothy T Anderson - Ameriprise Financial Services, LLC

1140 10th St
Ste 207

Bellingham, WA 98225
360-392-2836

dummy-image

Tod Asmussen - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2557

dummy-image

John W Hulbert III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7007

dummy-image

The Peace Arch Group - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7004

dummy-image

Gene Hanacek - Ameriprise Financial Services, LLC

114 W Magnolia St
Ste 416

Bellingham, WA 98225
360-733-1248

dummy-image

Kathryn Starkovich - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1790

dummy-image

Susan Rice - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7005

dummy-image

Kristi Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7009

dummy-image

David Mauro, CFP - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2550

dummy-image

Morgan Stanley Financial Advisors

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-734-8500

dummy-image

Michael Bartlett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7025

dummy-image

Allstate Personal Financial Representative: Dorothy Whitman

1633 Birchwood Ave
Ste 103

Bellingham, WA 98225
408-910-9345

dummy-image

Joseph Silva - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1794

dummy-image

Momentum Financial Group

1200 Old Fairhaven Parkway
Suite 107

Bellingham, WA 98225
360-714-3378

dummy-image

Jim Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7023

dummy-image

Bellingham, WA Branch Office - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2544

dummy-image

Stewart Ellison - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2544

dummy-image

George E Mundell III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
888-329-2211

dummy-image

Richard Tilbury - Ameriprise Financial Services, Inc.

114 W Magnolia St
Fl 4

Bellingham, WA 98225
360-392-3933

dummy-image

Edward Jones - Financial Advisor: John T Okan, AAMS"|CRPC"

1251 Lincoln St
Ste 101

Bellingham, WA 98229
360-306-5278

dummy-image

Edward Jones - Financial Advisor: Shannon Day

1140 10th St
Suite 103

Bellingham, WA 98225
360-746-8762

dummy-image

Edward Jones - Financial Advisor: Jose L Ledesma

2417 Meridian St
Suite 104

Bellingham, WA 98225
360-734-1494

dummy-image

Edward Jones - Financial Advisor: Craig T Roth, AAMS"

1211 Mill Avenue
Suite #203

Bellingham, WA 98225
360-671-1235

dummy-image

Edward Jones - Financial Advisor: Jeremy Ferrera

1801 Roeder Ave
Suite 156

Bellingham, WA 98225
360-671-0850

dummy-image

Edward Jones - Financial Advisor: Terry A Fife

12 Bellwether Way
Suite 106

Bellingham, WA 98225
360-752-9193

dummy-image

Edward Jones - Financial Advisor: Tony Pechthalt, AAMS"

2417 Meridian St
Suite 104

Bellingham, WA 98225
360-734-1494

dummy-image

Edward Jones - Financial Advisor: Michael A DiNino

3130 Howe Place
Ste 103

Bellingham, WA 98226
360-647-5761

dummy-image

Edward Jones - Financial Advisor: Frank Ellars, AAMS"

1633 Birchwood Ave
Suite 101

Bellingham, WA 98225
360-527-1414

dummy-image

Edward Jones - Financial Advisor: Rhea E Booth

12 Bellwether Way
Suite 106

Bellingham, WA 98225
360-752-9193

dummy-image

Edward Jones - Financial Advisor: Tim Villhauer, AAMS"

1200 Old Fairhaven Pkwy
Suite 104

Bellingham, WA 98225
360-714-8661

dummy-image

Edward Jones - Financial Advisor: Theodor J Pechthalt

2417 Meridian St
Suite 104

Bellingham, WA 98225
360-734-1494

dummy-image

Max J Shelton - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7004

dummy-image

Terry Davis - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1780

dummy-image

Paulson Financial Services LLC

360-738-6968

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

FIND A
FINANCIAL PLANNER

Free Service | No Obligation to Hire

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner
Get Matched With Planners