Financial advisors and lenders · Washington

Financial advisors and lenders in Bellingham, WA

170 financial advisors in Bellingham with phone numbers, 61 with email addresses. Search the list, unlock the ones you want and start calling today.

170
businesses
100%
have a phone number
36%
have an email address (61)
—
average Google rating
Sample

A sample of financial advisors and lenders in Bellingham

Twelve of the 170 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Bellingham Real Estate Loan CenterLoans Agency—Yes(360) •••-••••Available
Gary TiceFinancial Service; Legal Service—Yes(360) •••-••••Available
Claudia AbbottFinancial Service; Legal Service—Yes(360) •••-••••Available
Vaughn S. Hagen, CPA, PSFinancial Service; Legal Service—Yes(360) •••-••••Available
Tradewinds Capital Management of BellinghamFinancial Service; Legal Service—Yes(360) •••-••••Available
Hyak FinancialFinancial Service; Legal Service—Yes(360) •••-••••Available
MultiGen Wealth ServicesFinancial Service; Legal Service—Yes(360) •••-••••Available
Bellingham Mediation & ConsultingFinancial Service; Legal Service—Yes(360) •••-••••Available
David Porter Attorney at LawLaw Office; Financial Service; Legal Service—Yes(360) •••-••••Available
Multop FinancialFinancial Service; Legal Service—Yes(360) •••-••••Available
Edward Jones - Financial Advisor: Shannon L DayFinancial Service; Legal Service—Yes(360) •••-••••Available
Edward Jones - Financial Advisor: Tim Villhauer, AAMS®Financial Service; Legal Service—Yes(360) •••-••••Available

Showing 12 of 170. Data refreshed October 2026.

The market

What Bellingham's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 170 have no rating yet — prime prospects for review and reputation services.
20 (12%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service84
  • Financial Service; Legal Service; Business Service23
  • Financial Planner19
  • Loans Agency11
  • Insurance Agency; Financial Service; Legal Service9
  • Real Estate Agency; Financial Service; Legal Service6

Area codes

  • (360)162
  • (564)1
  • (888)1
  • (303)1
  • (279)1
  • (408)1
Playbook

How to sell to financial advisors in Bellingham

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Bellingham financial advisors leads

How many financial advisors and lenders in Bellingham, WA are in the database?
170 financial advisors and lenders in Bellingham, WA, as of October 2026. 170 of them have a phone number and 61 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Bellingham list of 170 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Start calling Bellingham financial advisors today

25 free credits, no card. Search "financial advisors in Bellingham" and unlock your first 25 contacts.