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West Invest
- Investment Service
- Bellingham, WA
About this business
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.
Location details
1801 F Street, Bellingham, WA, 98225, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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. | |
| Sat | Closed | |
| Sun | Closed |
To our great satisfaction we decided 6 years ago to have West Invest take care of our investing goals in retirement. The team has been quick to respond to every question, explained clearly the plan they have to keep our investments growing and we couldn't be more pleased with the results. Thank you, West Invest, for all your hard work!
My wife and I switched to West Invest after an unsuccessful previous venture with an investment firm that sacrificed our monies on some poorly thought-out and risky moves. We are very pleased with MARTY & BLAIR WEST and crew as they spent considerable time straightening out our finances and advising us on sound practices. Their initial advice immediately saved us over $7,000 in taxes and we are now making money for a change. They have balanced risk with security for our final years. We have obtained an annuity and put as... read more
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.
Frequently asked questions about West Invest
How is West Invest rated?
West Invest has a 5 star rating with 5 reviews.
When is West Invest open?
West Invest is closed now. It will open on Monday at 9:00 a.m.