Mitchell Financial Services

Primerica Financial Services, based in Bellingham, WA, has been assisting families for over 48 years by providing financial education and tailored solutions to enhance their financial wellness. Their licensed representatives focus on empowering clients through concepts such as term life insurance, investments, and debt solutions, ensuring families can achieve financial independence. With a commitment to a people-first philosophy, Primerica understands the unique financial needs of middle-income families and begins the process with a complimentary Financial Needs Analysis. Recognized as a trusted life insurance provider and awarded for its service excellence, Primerica is dedicated to helping clients navigate their financial journeys effectively. Generated from the website

Faulkner Investment Services, LLC is an independent, fee-only registered investment advisor based in Bellingham, WA. With over three decades of experience, they have been helping individuals, corporations, and trustees in five states build and preserve their personal and family wealth through objective, scientific money management strategies. As a trusted investment partner for life, Faulkner Investment Services prioritizes their clients' financial concerns and goals, utilizing a fee-only approach endorsed by AARP. Their success is directly linked to their clients' success, as their compensation is based on a percentage of assets under management. With client accounts custodied at Schwab Institutional, one of the world's largest and most respected investment firms, clients can have peace of mind knowing their money is in capable hands.Generated from the website