Terrell Goertz, Financial Advisor located in Blaine, WA

Financial Advisor
Terrell V Goertz

CFP®, ChFC®, CLU®, AAMS®, CRPC™
8115 Birch Bay Square St, Suite 118, Blaine, WA 98230opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings
  • Farmers and Ranchers

Financial Advisor 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
  • Lori Stacy
    Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(360) 738-3454

Fax

(888) 203-8295

Office Address

8115 Birch Bay Square St
Suite 118
Blaine, WA 98230opens in a new window

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