Birch Bay has a new Edward Jones financial advisor bringing three decades of expertise to the area.
Financial advisor Terrell Goertz has been at his new office located at 8115 Birch Bay Square Street, suite 118, since June 11.
“Everybody’s heard of investments, and there’s no shortage of ways to invest, but I think there’s almost too much information out there,” he said. “We help people sift through that and find out what’s relevant to their particular situation.”
Goertz has been a financial advisor for 32 years. He started his career with the firm Waddell and Reed in its Bellingham office for five years before moving to Edward Jones. He then spent 27 years with Edward Jones in Bellingham. His recent move to Birch Bay was influenced by wanting to be closer to home and his clients. Goertz said that Birch Bay and Blaine had been previously underserved by Edward Jones before the June opening.
In Bellingham, Edward Jones has 20 financial advisors, while the Birch Bay office has two, Goertz said.
Goertz grew up on a chicken farm in Ferndale and started investing at 22 when he first sat down with a financial advisor and discussed investment strategies and goals.
Now, Goertz said he works with roughly 370 clients and enjoys seeing clients benefit from their financial investments.
“We’re trying to bring Wall Street to Main Street, and we are here for face-to-face consultations,” he said. “We’re trying to help people develop long-term, diversified strategies for secure lifetime income.”
Goertz said he feels it’s important for clients to have a good relationship with their financial advisor and have financial goals in mind. He said he doesn’t make predictions about elections, the economy or pandemics.
“We won’t predict the direction of the wind, but we will adjust the sails,” he said.
Terrell Goertz’s office is open from 8 a.m. to 4:30 p.m. Monday-Thursday and from 9 a.m. to 3 p.m. Friday.
To learn more about the services offered, visit Goertz’s website at edwardjones.com/terrell-goertz or call his office at 360/738-3454.
