Waddell & Reed

Located in Bellingham, WA, Edward Jones Investments - Kelsey Klevenberg stands as a beacon of financial expertise and support for individuals, families, and small businesses seeking to navigate the complexities of investment strategies and financial planning. The firm prides itself on offering personalized guidance that focuses on tailored solutions, spanning investment management, retirement and estate planning, and education savings programs. At Edward Jones Investments, clients benefit from a network of dedicated financial advisors spread across the country, highlighting the firm's commitment to fostering strong and enduring advisor-client relationships. By prioritizing consultations and providing ongoing support, the firm equips clients with the tools and insights needed to prepare for the ever-changing stages of life. With a steadfast dedication to individualized care and customized planning, Edward Jones Investments makes the journey of thoughtful financial planning accessible and meaningful for investors from all walks of life. Generated using this brand's available information

Matt Goodrich is a dedicated financial advisor at Raymond James located in Bellingham WA. Known for his personalized approach he helps clients navigate their financial goals with confidence. With a focus on building lasting relationships Matt offers expert guidance in investment strategies retirement planning and wealth management ensuring each client's unique needs are met. Generated from this place's information

Waddell & Reed in Bellingham, WA, is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed provides personalized strategies and guidance to navigate the complexities of the financial world. Generated from their business information