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Bob Goldman Financial Planning
- Financial Services
- Bellingham, WA
About this business
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 open now. It will close at 6:00 p.m.
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