Nicole Burdick, AAMS
Financial Advisor
Waddell & Reed, Inc.
Bellingham, WA 

CONNECT

Address:

2122 Barkley Blvd, Suite 200
Bellingham, WA 98226

Phone:

360-734-4728 ext 132

Fax/Other:

360-671-0518

Services I Offer

You may be wondering what a financial advisor does and if you need one. Do you have personal goals you'd like to pursue, and values that are important to you? If so, then I think the answer is yes!  Every goal and value can influence and can be influenced by your money, that's where I come in.

Consider me a resource, here to help you make informed decisions in light of what's important to you. I can do the research and paperwork for you, so you don't get bogged down by details or overwhelmed by processes. I'm also like a coach along the way; some goals take a long time, and you may get discouraged. I'll be here to remind you why you're doing what you're doing, encouraging you to stick to the plan.

As a Financial Advisor in Bellingham, WA, my primary focus is financial planning, along the way I usually end up helping my clients choose investment and insurance products* including retirement accounts, college saving accounts, life insurance*, and a variety of other products. Curious what it's like to meet? Check out this video for more information.

 

*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. 

06/17