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Bellingham Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Bellingham.

  • 42 years in business

Multop Financial, located in Bellingham, WA since 1976, is your destination for Tax Expertise and Private Wealth Management. We provide a team of Certified Public Accountants, Certified Financial Planners, and Tax Specialists to manage your investments and tax strategies over your lifetime.


Helping you take charge of your financial future is important to us. Our approach is to customize a financial plan to suit your needs and make your financial goals a reality. We believe a proactive approach is much better than a reactive approach. Contact us today for a financial consultation.


Certified Financial Planner,Life Insurance, Retirement Planner


MultiGen Many of our clients have multi-generational wealth transfer needs; this is why our company is named MultiGen, and we've been formed out of the need for complete independence from the large complex banking institutions that have advisory conflicts with investment and commercial banking. Our Mission Statement: To partner with our clients effectively, so we can enhance the quality of their lives through risk management, capital allocation and communication as their personal CFO. Our commitment includes: • Respect client privacy • Understand risk tolerance and the needs of each client • Personalized client communication • Commitment to ongoing education • Upfront explanation on expenses Our capabilities include: • Complete interactive financial planning with an aggregate view of your financial life with assets, liabilities and cash flow • Non-proprietary investments with MG can be made in a broad spectrum in brokerage, retirement or education accounts • Insurance or annuity when appropriate for each client • Business retirement plans, non-qualified plans and a variety of other options available based on needs • We work with families, businesses and non-profit organizations


We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information, services, and products to help you reach your goals.

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