portrait of Terrell V Goertz
FINANCIAL ADVISOR

Terrell V Goertz

CFP®, ChFC®, CLU®, AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • History and Museums
  • Photography
  • Reading
  • Scuba Diving
  • Motorcycles

Team Members

  • Lisa Albers
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(360) 738-3454

Fax

(888) 203-8295

Office Address

119 N Commercial Suite 140
Bellingham, WA 98225opens in a new window

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