Financial Plan, Inc.

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Description

  • 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.
  • location

    Headquarters:2115 Barkley Boulevard Suite 101, Bellingham, Washington, United States

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  • Financial Plan, Inc. phone

    Phone Number: +1 360-714-1234

  • Financial Plan, Inc. website

    Website: https://www.financialplaninc.com

  • Financial Plan, Inc. employees

    Employees:12

  • Financial Plan, Inc. revenue

    Revenue:$1 - 10M

  • Financial Plan, Inc. legal name

    Legal Name:Financial Plan, Inc.

  • Financial Plan, Inc.'s Social Media

    Financial Plan, Inc. linkedin Financial Plan, Inc. facebook Financial Plan, Inc. twitter
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  • |  NAICS Code: 523930  |

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CEO for Financial Plan, Inc.

James Twining

Founder | Chief Executive Officer | Wealth Manager

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View Employees

Jeanne Twining

Chief Operations Officer

Stephanie Wolf

Director Of Marketing And Communications

Frequently Asked Questions regarding Financial Plan, Inc.

  • Where are Financial Plan, Inc.'s Headquarters?

    Financial Plan, Inc.'s Headquarters are in 2115 Barkley Boulevard Suite 101,Bellingham,Washington,United States

  • What is Financial Plan, Inc.'s phone number?

    Financial Plan, Inc.'s phone number is +1 360-714-1234

  • What is Financial Plan, Inc.'s official website?

    Financial Plan, Inc.'s official website is https://www.financialplaninc.com

  • What is Financial Plan, Inc.'s Revenue?

    Financial Plan, Inc.'s revenue is $1 - 10M

  • What is Financial Plan, Inc.'s NAICS code?

    Financial Plan, Inc.'s NAICS code is 523930

  • How many employees are working in Financial Plan, Inc.

    Financial Plan, Inc. has 12 employees

  • What is Financial Plan, Inc.'s Industry?

    Financial Plan, Inc. is in the industry of Financial Services

  • Who is Financial Plan, Inc.'s CEO?

    Financial Plan, Inc.'s CEO is James Twining

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