West Invest

West Invest is a Financial Planner in Bellingham, WA, located at 1801 F St. The firm offers comprehensive financial advising, investment services, and wealth management to the Bellingham, Washington community and beyond. Its team of financial planners specializes in retirement planning, tax planning, and estate planning. The business holds a 5.00 rating based on customer reviews.

Since 2000, West Invest has helped people pursue their financial goals, growing from a solo practice into a dedicated team through strategic acquisitions and the addition of top talent. The firm’s approach prioritizes the client first, taking time to understand unique needs to create custom financial plans. Services include comprehensive investment planning designed to turn client goals and ambitions into a map for success. The team assists with preparing for retirement, managing investments, planning for a family’s future, and navigating major life changes.

The firm is led by Financial Planner Marty West, alongside Financial Planner Blair West, who holds CFP® and ChFC® designations, and Financial Planner Korinda Bullard, who holds a BFA. The team includes Lead Paraplanner Alice Tweit, CFP®, Paraplanners Adam Visser and Luke Smith, Client Communication Specialist Emily Beszhak, and Operations and Compliance Specialist Emily Schultz. Client service is supported by Client Service Associates Sarah Fisken and Lindsay Hall. The Bellingham office is open Monday through Friday from 9:00 AM to 5:00 PM, with weekend appointments available by request. Contact can be made at (360) 738-6019 or via fax at (360) 266-5050.

West Invest is known for its positive rating from the customers who have reviewed it. This reflects the reputation of a firm that has served the area for over two decades, providing personalized guidance to individuals and families.

With a long history in Bellingham and a team focused on custom financial plans, West Invest provides local wealth management rooted in personalized client care.

West Invest is located on F St in Bellingham, Washington, near Battersby Field and Fouts Park, both about a tenth of a mile away.

BizScoreAI awarded West Invest a Technical score of 85 out of 100, which ensures the website is secure and readable by search engines. The firm also received a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to recommend the business.