This profile has been claimed by the business owner or representative.
About West Invest We are a team of individuals that find value in our lives by helping others. In our pursuit to help others we have found we can have a huge impact on peoples lives by answering their financial questions. Some of these question involve around if they have to enough to retire comfortably, how do they start investing in their future, and do they have any financial blind spots. We help people answer these questions and many more.
1801 F Street, Bellingham, WA, 98225, United StatesGet directions
|Mon||9:00 a.m. to 5:00 p.m.|
|Tue||9:00 a.m. to 5:00 p.m.|
|Wed||9:00 a.m. to 5:00 p.m.|
|Thu||9:00 a.m. to 5:00 p.m.|
|Fri||9:00 a.m. to 5:00 p.m.|
I've been working with the Wests for the last 18 months, and couldn't be happier about my experience. They carefully listen to my short-term, near-term, and long-term goals. And walk me through their investment strategies for each one. In a simple way for me to understand. When my plans change? So do their strategies. I had been working with a previous advisor prior to moving everything under management with West Invest, and the entire process felt transactional. I wasn't convinced they were operating with my best interest... read more
The team at West Invest has been amazing. I needed a place to transfer my 401K earnings from a previous job and I could not be happier. Everyone was very friendly and made the process seamless. I will continue to recommend them when I have the chance.
West Invest has a 5 star rating with 2 reviews.
West Invest is closed now. It will open on Monday at 9:00 a.m.