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West Invest

  • Financial Planner in Bellingham
  • Closed
  • 5
    (6)
West Invest
About
At West Invest, we have a client comes first mentality. We enjoy working with good people. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Northwest Wealth Advisors, LLC DBA West Invest, a registered investment advisor. Northwest Wealth Advisors, LLC and West Invest are separate entities from LPL Financial. The LPL Financial representative associated with (west-invest.com) may discuss and/or transact securities business only with residents of the following states: AK,AL,AZ,CA,CO,ID, LA,FL,ID,MO,MN,MT, NC,NV,OH,OR,SC,VA AND WA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Hours
Closed
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Wheelchair accessible restroom ·
Amenities
Restroom ·
Location
1801 F Street, Bellingham, WA 98225, United States
Services
Retirement Planning
Estate Planning
Reviews
5 out of 5
(6 reviews)
5
5
4
3
2
1
Tamara Harrison
11 months ago
Blair and his team are the absolute best. Blair is always so patient with me and explains everything so well. His care for my financial wellbeing is so apparent, and I love being able to talk through financial decisions in a way that makes me feel comfortable and in control. You’re not just a number at West Invest, which means a lot to me. I’ve worked with Blair and his team for years, and I don’t ever plan to stop - the service they offer is invaluable, and I am so grateful for them!
Claire Beszhak
a year ago
I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!
About
At West Invest, we have a client comes first mentality. We enjoy working with good people. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Northwest Wealth Advisors, LLC DBA West Invest, a registered investment advisor. Northwest Wealth Advisors, LLC and West Invest are separate entities from LPL Financial. The LPL Financial representative associated with (west-invest.com) may discuss and/or transact securities business only with residents of the following states: AK,AL,AZ,CA,CO,ID, LA,FL,ID,MO,MN,MT, NC,NV,OH,OR,SC,VA AND WA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Hours
Closed
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Location
1801 F Street, Bellingham, WA 98225, United States
Reviews
5 out of 5
(6 reviews)
5
5
4
3
2
1
Tamara Harrison
11 months ago
Blair and his team are the absolute best. Blair is always so patient with me and explains everything so well. His care for my financial wellbeing is so apparent, and I love being able to talk through financial decisions in a way that makes me feel comfortable and in control. You’re not just a number at West Invest, which means a lot to me. I’ve worked with Blair and his team for years, and I don’t ever plan to stop - the service they offer is invaluable, and I am so grateful for them!
Claire Beszhak
a year ago
I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Wheelchair accessible restroom ·
Amenities
Restroom ·
Services
Retirement Planning
Estate Planning
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