Navigating your journey to financial peace of mind...
Who we are...
Multop Financial is a CPA and CFP® financial planning firm located in Bellingham, WA serving Whatcom County and surrounding areas.
We're a beacon for highly motivated professionals, business owners and retirees who want to plan comfortable and rewarding tomorrows.
Whether you are already retired, getting ready to retire or just thinking about your options in the years ahead, look for us on your horizon.
What we do...
As your Private Tax and Financial Planning Specialists, we will manage your investments over
your lifetime. Our financial advisor team will manage your financial future so that you can go out and enjoy life.
Our services include...
Certified Public Accounting (CPA)
- Income Planning & Tax Preparation
- CPA Accounting Methods
- Business Succession Planning
- Small Business Accounting
Certified Financial Planning™ (CFP®)
- Investment portfolio management
- Retirement Planning
- Estate, Legacy & Charitable Planning
- Private Equity & Direct Participation Brokerage
How to get started...
We invite you to discuss your financial goals with one of our financial advisors.
Call now to set up a complimentary consultation.
(360) 671-7891
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Click here to find out what it is, what it does
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Securities offered through:
Pacific West Securities, Inc.
555 S. Renton Village Place, #700
Renton, WA 98055
Member FINRA/SIPC
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Advisory services offered by:
Pacific West Financial Consultants, Inc.
555 S. Renton Village Place, #700
Renton, WA 98055
Member FINRA/SIPC
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