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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Bellingham, Washington. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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| Qualified Financial Advisors in Bellingham, Washington | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Bret Butcher Allworth Financial |
9706 4th Avenue NE Suite 315, Seattle, WA 98115 |
888-242-6766 |
Qualifications
CRD# 5257622
FirmCRD# 111167
Compensation/Fee
Fee-Based
Office Location
9706 4th Avenue NE Suite 315,
Seattle,
WA 98115
Phone Number
888-242-6766
Allworth Financial's Bret Butcher, CFP®, MBA, serves the Seattle area and has more than 14 years of research and advisory experience in the financial sector. Bret grew up in Southern California, receiving his undergraduate degree from California State University San Bernardino before going on to earn an MBA from the School of Business at the University of California, Riverside. When not enjoying all his neighborhood of Ballard has to offer with his family, Bret spends time working for dog rescue organizations. “Easily, the most rewarding part of my career is guiding someone through the planning and implementation process, and then up to, into and through retirement,” he said. Adding: “I can’t emphasize enough that, when it comes to saving, it is always better to have a plan.”
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
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