FINANCIAL PLAN, INC.
Tel: 360-714-1234 2115 Barkley Blvd. Suite 101 Bellingham, Washington 98226
About FINANCIAL PLAN, INC.
FINANCIAL PLAN, INC. is a Bellingham, Washington based financial advisory firm with nearly $1,053,171,705 in assets under management and provides investment advisory services for 3426 clients. There are currently 17 financial advisors at the firm.
General Information
Firm CRD#:
116073
Firm SEC#:
801-77339
Assets Under Management:
$1,053,171,705
No. of Clients:
3426
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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