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Bob Goldman Financial Planning
- Financial Services
- Bellingham, WA
About this business
Specialties Bob Goldman Financial Planning offers hourly planning -- only. I do not sell stocks, annuities or insurance policies, nor do I manage client investments for a fee. This enables me to be 100% objective in viewing your current financial situation. I do financial planning -- basically, helping you see whether you are in good shape to meet your goals. If so, you will have the peace of mind that comes from knowing your financial future is assured. If not, we will explore ways that you can change what you are doing tod... read more
Location details
1807 Samish Crest Way, Bellingham, WA, 98229, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have known Bob Goldman for over 30 years, and he has been my financial planner ever since he started in the business. I am very particular about financial planners, but Bob is so good, knowledgeable and wise about it that I utilize his plans for me every time without question. I don't even do my own research - what Bob says goes. Highly recommend.
We had a couple of criteria that were very important to us in choosing a financial planner, and Bob has been a great match for us. We preferred to work on an hourly basis rather than a retainer. We wanted someone knowledgeable about investment strategies and options, because we have a lot of variables to consider at this stage (for us these include college savings and tuition, insurance coverage, and Marin’s crazy housing prices and valuations). We also wanted a planner who is easy to work with while showing a high level of ... read more
Frequently asked questions about Bob Goldman Financial Planning
How is Bob Goldman Financial Planning rated?
Bob Goldman Financial Planning has a 5 star rating with 2 reviews.
When is Bob Goldman Financial Planning open?
Bob Goldman Financial Planning is closed now. It will open tomorrow at 9:00 a.m.
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