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Trail Financial Planning LLC

5.0 3 reviews
Financial Planners, Financial Advising
Overall rating
5.0
out of 5
3 reviews
5 star 100%
4 star 0%
3 star 0%
2 star 0%
1 star 0%
Aug 2026
5.0
I've known Liz at Trail Financial Planning for a number of years and worked with her as a client there. She is informative, genuinely curious, and very helpful. She tailors her planning to your unique needs. Couldn't recommend her enough!
May 2024
5.0
Reached out to John for advice about retirement planning. He was generous with his time and provided me with genuinely helpful advice. I would highly recommend checking in with him if you have Financial Planning concerns.
Apr 2024
5.0
Reached out to John for advice about retirement planning. He was generous with his time and provided me with genuinely helpful advice. I would highly recommend checking in with him if you have Financial Planning concerns.
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Good to know

  • by appointment only
  • open to all

Location

214 North Commercial Street, Bellingham, WA 98225

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Trail Financial Planning LLC · 214 North Commercial Street, Bellingham, WA 98225

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