Banks & Credit Unions in Mercer Island, WA

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Bank Branches and ATMs in Mercer Island, WA

U.S. Bank-Renee Connor-Mortgage Loan Officer
Location U.S. Bank Area Served, Mercer Island, WA 98040, USA
Phone (206) 340-8031
Language https://mortgage.usbank.com/wa-mercer-island-renee-connor?utm_source=gmb&utm_medium=organic&utm_campaign=local
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U.S. Bank ATM
Location 2737 78th Ave SE Ste 102, Mercer Island, WA 98040, USA
Phone (800) 872-2657
Language https://locations.usbank.com/search.keyword-98040.type-branch-atm.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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U.S. Bank Branch
3 out of 5
Location 2737 78th Ave SE, Mercer Island, WA 98040, USA
Phone (206) 236-5909
Language https://locations.usbank.com/index/washington/mercer-island/mercer-island-branch.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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HSBC ATM
5 out of 5
Location 2630 77th Ave SE #110, Mercer Island, WA 98040, USA
Language http://www.us.hsbc.com/
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Banks in Mercer Island, WA

Where Mercer Island, WA Banks & Credit Unions Serve

Nestled in the heart of King County, Washington, Mercer Island is a bustling city brimming with diverse neighborhoods, top employers, and iconic landmarks. From the picturesque parks to the bustling downtown area, Mercer Island is a hub of activity and innovation. Some of the city's most notable landmarks include the Mercer Island Community and Event Center, Luther Burbank Park, and the Mercer Island Farmers Market. These iconic sites offer residents and visitors alike a glimpse into the rich history and culture of the area. Top employers in Mercer Island include T-Mobile, Amazon, and Boeing, among others. These companies provide thousands of jobs to local residents and contribute significantly to the city's thriving economy. Major highways and streets in Mercer Island include I-90, Island Crest Way, and SE 27th St. These thoroughfares connect the city to nearby communities and provide easy access to popular destinations throughout the region.

Mercer Island, WA Banking Related Services

Insurance Broker

Residents of Mercer Island, WA can benefit greatly from the services of an insurance broker. With the high cost of living and expensive homes on the island, an insurance broker can help residents find the best coverage for their homes, cars, and other valuable assets. Additionally, Mercer Island is prone to natural disasters such as earthquakes, so an insurance broker can help residents navigate the complex world of earthquake insurance and ensure they have the proper coverage in case of a disaster. Overall, an insurance broker can provide peace of mind for Mercer Island residents by helping them find the best insurance policies to protect their homes and assets.

Retirement Planning

Residents of Mercer Island, WA could greatly benefit from the guidance of a retirement planner. With the island's high cost of living and affluent population, it can be difficult for individuals to navigate their retirement planning alone. A retirement planner can help residents assess their financial goals and create a personalized plan to achieve them. They can also provide insight into tax-efficient strategies and investment options that are unique to the Mercer Island community. Additionally, a retirement planner can help residents navigate the complexities of social security and Medicare, ensuring they are maximizing their benefits. Overall, a retirement planner can provide peace of mind and financial security for Mercer Island residents as they plan for their future.

Wealth Management

Residents of Mercer Island, WA can benefit from the services of a wealth manager in various ways. One of the most common ways is through investment planning. With Mercer Island's high cost of living and affluent population, a wealth manager can assist residents in making smart investment decisions that align with their financial goals. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and retirement planning. Mercer Island residents can also benefit from the personalized attention and expertise of a wealth manager, who can provide tailored financial advice based on their unique circumstances. Overall, a wealth manager can help Mercer Island residents achieve financial security and peace of mind.

Financial Advisor

Residents of Mercer Island, WA could benefit greatly from the guidance of a financial advisor. With a median household income of over $157,000, many residents may have complex financial situations that require expert advice. A financial advisor can help residents create a comprehensive financial plan that takes into account their unique goals and circumstances. For example, with the high cost of living on Mercer Island, a financial advisor could help residents navigate the local real estate market and make informed decisions about buying or selling property. Additionally, a financial advisor could provide guidance on tax planning strategies, retirement planning, and investment management, all of which are essential for long-term financial success.

Mortgage Loan Officer

Residents of Mercer Island, WA can benefit from the expertise and guidance of a mortgage loan officer in several ways. One of the most common ways is by helping them navigate the unique real estate market of Mercer Island. As one of the wealthiest and most desirable areas in the state, Mercer Island has a competitive housing market with high property values. A mortgage loan officer can assist residents in finding the best loan options that fit their financial situation and help them secure a mortgage that allows them to purchase their dream home. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or access equity in their homes. With the help of a knowledgeable and experienced mortgage loan officer, residents of Mercer Island can make informed decisions about their mortgages and achieve their homeownership goals.

Tax Services

Residents of Mercer Island, WA can benefit greatly from the expertise of a tax advisor. With the high cost of living and property values in the area, many residents may need help navigating the complex tax laws and regulations. A tax advisor can assist with strategies for minimizing tax liabilities, such as deductions for charitable donations or investment losses. Additionally, residents who own businesses or rental properties on the island may require specialized tax planning and advice. With the help of a tax advisor, Mercer Island residents can ensure they are maximizing their tax benefits and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Mercer Island, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan for the distribution of assets after an individual's death. This is particularly important for Mercer Island residents, as the island has a high median home value and many residents may have significant assets to distribute. Additionally, an estate planning lawyer can help residents navigate complex tax laws and ensure that their assets are protected from creditors. Overall, an estate planning lawyer can provide peace of mind for Mercer Island residents by ensuring that their wishes are carried out and their loved ones are taken care of after they pass away.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Mercer Island, WA is a bustling city that offers a plethora of banking services to its residents. From traditional banking services such as checking and savings accounts to more complex investment options, Mercer Island has it all. One of the most popular banking services in Mercer Island is the use of mobile banking apps. With the city's tech-savvy population, mobile banking has become a convenient and secure way to manage finances on the go. Additionally, Mercer Island boasts several community-based credit unions that offer personalized services to their members. These credit unions are known for their competitive rates and exceptional customer service, making them a popular choice among locals. Whether you're looking for a simple checking account or a more complex investment portfolio, Mercer Island's banking services have something for everyone.

Located in the heart of King County, Mercer Island, WA is a vibrant community that offers a plethora of financial services to its residents. The island is home to several banks, credit unions, and financial institutions that cater to the diverse needs of its customers. What sets Mercer Island apart from other cities in the region is its strong economy, high standard of living, and excellent quality of life. The island's residents enjoy access to a wide range of banking services, including personal and business banking, loans, mortgages, investment services, and more. With its strategic location and thriving business community, Mercer Island is the perfect place to avail banking services that meet your financial needs. Whether you're looking for a local bank or a national financial institution, Mercer Island has it all.