Wellman & Associates FundEX Investments Inc. is a reputable financial advisory firm based in Bellingham, WA, dedicated to helping clients build and protect their wealth through comprehensive financial planning. With over 4 decades of experience, a qualified staff, and access to a wide range of financial tools, they prioritize creating personalized solutions that address individual needs and goals.
Specializing in wealth management, retirement transitioning, legacy planning, and business owner services, Wellman & Associates emphasizes a holistic approach to financial advice, focusing on the client's long-term objectives before recommending tailored investment and insurance products. Their commitment to professional development and client-centered solutions sets them apart in the industry.
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