Private Wealth Management
If you want sound advice for your investments, you want Multop Financial – a well known professionally recognized financial planning firm that can navigate you toward financial confidence with services designed to help you manage your financial future.
Multop Financial has been recognized as a Five Star Wealth Manager for 2007, 2008, 2009, 2010, and 2011.
About our Team
Multop Financial, located in Bellingham, WA since 1976, is your destination for experienced Tax and Financial Planning. We provide a team of Certified Public Accountants, Certified Financial Planners, and Tax Specialists to manage your investments over your lifetime. We differentiate from most other Wealth Management firms by offering financial planning, accounting, CPA and tax services together under one roof. Multop Financial has been recognized as a Five Star Wealth Manager for 2007, 2008, 2009, 2010 and 2011.
We help clients look ahead and plan for tax savings
throughout the years. You will appreciate our understanding of tax laws and accounting methods as we integrate long term planning for tomorrow with tax saving strategies for today.
Lifestyles & Events
Our clients are doing some great things! We explore interesting and unique ways that our clients are enjoying life by sharing some of their unique stories, whether it’s a new business venture or exciting hobby. Every couple of months we will highlight a new client story and you will learn more about our team members, too. This is also the spot to see our upcoming client events and seminars.