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Terrell Goertz, Financial Advisor

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 $250,000
CallSend Me a Message

Focus Areas

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

About Terrell

My passion and my profession is to help people grow and protect their money. More importantly, to help them define and discover the reason for doing so. Money is not an end in and of itself. It helps us educate our children, to retire with dignity and freedom, and to contribute to causes we believe in.

I was born and raised in Whatcom County. Growing up on a chicken farm, my brothers and I learned the value of saving for lean times, building for the future and working long hours and weekends! We also learned the value of creating our own...

Work History

  • Edward JonesMarch 1997 to Current

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

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 - 03:00PM
Sat Closed
Sun Closed

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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