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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 1pm

Edward Jones - Financial Advisor: Traci Bjorklund

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Bellingham, WA
Edward Jones - Financial Advisor: Traci Bjorklund

Helping people define and design a plan to reach their financial goals My career with Edward Jones began in 2008 and I became a Limited Partner in 2015.

Choosing who you partner with to define your financial goals, design and implement a plan to reach those goals and make sure you stay on track in the future is a big decision. As a Financial Advisor, I love getting to know people and working with them in each of these areas. The clients I serve prefer a personalized approach to their situation and appreciate guidance that is common sense, straight

forward and easy to understand. No two situations are the same, and I enjoy taking on the complexities that require a broad range of experience. Serving a variety of clients, I understand the needs of the individual investor – whether planning for retirement, making your money work for you in retirement, saving for college for children or grandchildren or protecting the financial future of the ones you care for most, you and I will work together to realize those goals. As a small business owner since 2016, I know the challenges that come with that as well and will partner with you to navigate them. When needed, I will work with your tax professional or estate planning attorney to ensure we are addressing all issues and concerns. Having lived in Whatcom County for over 30 years, my husband and I raised our three sons here and together we enjoy as much of the PNW life as possible. Our down-time finds us motorcycling, mountain biking, camping, or simply enjoying Sunday morning breakfast together at a local restaurant. Our favorite travel spot is to Finland visiting our extended family there. Whatever your current financial situation, you deserve the unique Edward Jones experience and personalized attention I, as your advocate, partner and coach, will provide. Member SIPC.
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01/27/2025

The Sweetest Event of the Season!
An afternoon enjoying our charming community and gourmet chocolates
My branch is all dolled up as one of the stops on the route - Come see me!

07/14/2024

Take Me Out To The Ballgame! Bellingham Bells vs Nanaimo NightOwls. It’s also Salute to Service Night honoring our First Responders. Come on out and say Hi!

05/26/2024

Ski to Sea Race is on! Fairhaven Festival is happening - bring your dog and come say hi!

04/27/2024

It’s the groovy 1970’s in Fairhaven and foul play is afoot! Dirty Dan Murder Mystery is happening Saturday the 27th 10 am - 5 pm or Sunday the 28th 10 am - 1 pm. Help us figure out Whodunnit!

12/06/2023

It’s Toys for Tots Season! Our branch has a collection box if you’re looking for a place to donate - 1200 Old Fairhaven Parkway. It’s so fun to see all the great toys come in from our generous community!

11/02/2023

Another full house at Lairmont Manor for our Social Security seminar. I love providing my clients and community opportunity for learning!

10/19/2023

“What makes us different makes us belong”

Such opportunity for personal development over the last two days defining what allyship means to me, upskilling in how to better serve underrepresented groups as a financial advisor, learning what effective self-care looks like for me and connecting with amazing cohorts in this great company.

I walked away grateful yet again to be a part of Edward Jones. Fifteen years and counting and the feeling has never faded.

10/16/2023

October is Cybersecurity Awareness Month. Learn about common types of cyber fraud, red flags and what to do if you or a loved one has been a victim of fraud. Watch this webinar live on Oct. 18 at 3:00 p.m. CT or on demand after.

Wednesday, October 18, 2023 at 3:00 PM Central Daylight Time.

10/12/2023

Did you know you can have a 401k and an IRA at the same time,? Visit our financial education center to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

10/09/2023

October is Cybersecurity Awareness Month. A growing number of scams are targeting investors and their money. Fortunately, there are steps you can take to help protect yourself. Here are some tips to help keep you cyber-safe: https://bit.ly/45oNjUd

09/20/2023

Join us for a seminar on Health Care and Your Retirement

Health care expenses in retirement can be a major concern. This presentation will cover topics such as Medicare coverage, long-term medical care and strategies to address uncovered expenses

Where: Lairmont Manor, 405 Fieldston Road, Bellingham
When: Tuesday, September 26th, 5:30 - 7 pm
Dinner will be served
Please RSVP: (360)714-8661

We hope to you’ll be able to attend!

09/10/2023

Being part of something bigger - in more than 600 communities across the US, Edward Jones branch teams are showing up for the 2023 Walk to End Alzheimer’s - the world's largest event to raise awareness and funds for Alzheimer's care, support and research 💜

Address

1200 Old Fairhaven Parkway, Suite 104
Bellingham, WA
98225

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 1pm

Telephone

+13607148661

Website

http://www.edwardjones.com/traci-bjorklund

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