Best Financial Advisors in Anchorage, AK

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List of Firms

Anchorage, AK Fiduciary Financial Advisors

SEC File# 801-3297
CRD# 250
Location 1835 Bragaw St Suite 190, Anchorage, AK 99508, USA
Phone (907) 344-1426
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-62261
CRD# 128012
Location 301 W Northern Lights Blvd Suite 412, Anchorage, AK 99503, USA
Phone (907) 868-7580
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Justin C Wisor
SEC File# 801-3297
CRD# 250
Location 3545 Arctic Blvd Suite B-3, Anchorage, AK 99503, USA
Phone (907) 349-1964
Directions
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Edward Jones - Financial Advisor: Steve Padrick
SEC File# 801-3297
CRD# 250
Location 751 E 36th Ave #110, Anchorage, AK 99503, USA
Phone (907) 770-3720
Directions
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Lin May - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5710
Directions
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Edward Jones - Financial Advisor: Wayne A Helms, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 12350 Industry Way Ste 204, Anchorage, AK 99515, USA
Phone (907) 345-8960
Directions
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Edward Jones - Financial Advisor: Logan Larson, AAMS®
SEC File# 801-3297
CRD# 250
Location 1400 W Benson Blvd Suite 350, Anchorage, AK 99503, USA
Phone (907) 202-5055
Directions
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Edward Jones - Financial Advisor: Samuel Olson
SEC File# 801-3297
CRD# 250
Location 1389 Huffman Park Dr Suite 206, Anchorage, AK 99515, USA
Phone (907) 344-1428
Directions
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Garret Wong - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 548 Coastal Pl Ste 8, Anchorage, AK 99501, USA
Phone (907) 222-9801
Directions
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Edward Jones - Financial Advisor: Chris Miller
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5701 Lake Otis Pkwy Ste 300, Anchorage, AK 99507, USA
Phone (907) 563-2350
Directions
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Mat Frank - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 700 W 41st Ave STE 201, Anchorage, AK 99503, USA
Phone (907) 677-1606
Directions
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Lincoln Financial Advisors
Location 2700 Gambell St STE 403, Anchorage, AK 99503, USA
Phone (907) 561-3187
Directions
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Edward Jones - Financial Advisor: Adrian B Raymond, AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
Location 1007 W 3rd Ave Suite 302, Anchorage, AK 99501, USA
Phone (907) 274-3263
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Raymond James Financial Services
Location 520 E 34th Ave Ste 307, Anchorage, AK 99503, USA
Phone (907) 561-4430
Directions
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Raymond James Financial Services
Location 2600 Denali St, Anchorage, AK 99503, USA
Phone (907) 561-4444
Directions
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First Command Financial Advisor - Erik Bruce
Location 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone (907) 272-8772
Directions
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Wells Fargo Advisors
Location 3900 C St Suite 502, Anchorage, AK 99503, USA
Phone (907) 258-6565
Directions
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Edward Jones - Financial Advisor: Kyla Dinkel, AAMS®
SEC File# 801-3297
CRD# 250
Location 7731 E Northern Lights Blvd Ste 210, Anchorage, AK 99504, USA
Phone (907) 333-0222
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: David J Balmer
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2525 Blueberry Rd Ste 202, Anchorage, AK 99503, USA
Phone (907) 339-1962
Directions
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Edward Jones - Financial Advisor: Cassie L Miller
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3545 Arctic Blvd Suite B-3, Anchorage, AK 99503, USA
Phone (907) 349-1964
Directions
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Edward Jones - Financial Advisor: Al Biss, CFP®|ChFC®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9170 Jewel Lake Rd Ste 107, Anchorage, AK 99502, USA
Phone (907) 248-1581
Directions
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Edward Jones - Financial Advisor: Nick Harman, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4341 B St Suite 401, Anchorage, AK 99503, USA
Phone (907) 222-2956
Directions
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Edward Jones - Financial Advisor: Todd E Bauer
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3380 C St Suite 110, Anchorage, AK 99503, USA
Phone (907) 561-3275
Directions
Financial Advisors in Anchorage, AK

Where Certified Financial Advisors in Anchorage, AK Serve

Anchorage, Alaska is a city that boasts a plethora of landmarks, including the Tony Knowles Coastal Trail, the Alaska Native Heritage Center, and the Anchorage Museum. The city is home to several top employers, such as Providence Health & Services, the University of Alaska Anchorage, and the Anchorage School District. Major highways and streets in Anchorage include the Glenn Highway, Seward Highway, and Minnesota Drive. Anchorage is divided into several neighborhoods, including Downtown, Midtown, and Eagle River, each with its own unique character and charm. Despite its remote location, Anchorage is a vibrant and bustling city with a rich history and culture.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Anchorage, AK are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services like checking and savings accounts, loans, and credit cards. However, given the unique geography of Anchorage, many banks also offer specialized services to help residents manage their finances in the harsh Alaskan climate. For example, some banks offer snowmobile loans to help residents purchase vehicles that can handle the snowy terrain. Additionally, many banks offer online and mobile banking services to help residents manage their finances from the comfort of their own homes, which can be especially helpful during the long, dark winter months.

Insurance Broker

Residents of Anchorage, AK can benefit greatly from the services of an insurance broker. With the city's unpredictable weather patterns, it's important to have insurance coverage that can protect against natural disasters like earthquakes and floods. An insurance broker can help residents navigate the complexities of insurance policies and find the right coverage that fits their unique needs. They can also assist with finding affordable health insurance options and ensuring that residents are adequately covered for medical expenses. Additionally, with Anchorage being a hub for outdoor activities like hiking and skiing, an insurance broker can help residents find insurance coverage for recreational activities to protect against accidents and injuries. Overall, an insurance broker can provide valuable guidance and support to ensure that Anchorage residents have the protection they need for any unexpected events.

Retirement Planning

Residents of Anchorage, AK could greatly benefit from the assistance of a retirement planner. With the city's high cost of living and unpredictable weather, it can be difficult for individuals to save enough money for retirement. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals. They can also provide guidance on investment strategies and help residents navigate the complex world of retirement accounts and benefits. Additionally, with the city's proximity to natural disasters such as earthquakes and wildfires, a retirement planner can ensure that residents have a plan in place to protect their assets and financial well-being in the event of an emergency.

Wealth Management

Residents of Anchorage, AK could benefit from the assistance of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in navigating the unique financial challenges that come with living in a remote location. For example, many Anchorage residents may have investments tied to the local economy, which can be subject to fluctuations based on factors like the price of oil or the success of the fishing industry. A skilled wealth manager can help residents diversify their portfolios and make strategic financial decisions that take these factors into account, helping to protect their assets and ensure long-term financial stability. Additionally, a wealth manager can provide guidance on retirement planning, tax optimization, and other important financial matters that can be especially complex in a place like Anchorage, where the cost of living can be high and access to financial resources may be limited.

Mortgage Loan Officer

Residents of Anchorage, AK can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in Anchorage, many residents may find it difficult to purchase a home without a mortgage. A loan officer can help guide residents through the process of securing a mortgage, including helping them understand their credit score and financial situation, finding the best interest rates and loan terms, and ensuring they are able to make the best decisions for their individual needs. Additionally, with Anchorage's unique climate and geography, a loan officer can also provide guidance on factors such as flood insurance and home maintenance in order to help residents make informed decisions about their home purchase.

Tax Services

Residents of Anchorage, AK could greatly benefit from the expertise of a tax advisor in a number of ways. One specific challenge that residents of Anchorage face is navigating the complex tax laws and regulations unique to Alaska. For example, Alaska is the only state in the US with no state income tax, but it does have a number of local taxes that can be confusing for residents to understand and properly file. A tax advisor can help residents navigate these unique tax laws and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on tax planning strategies to help residents minimize their tax liability and maximize their savings. Overall, a tax advisor can provide valuable support to Anchorage residents looking to navigate the complex world of taxes and ensure they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Anchorage, AK can benefit greatly from the services of an estate planning lawyer. One way an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after they pass away. This is especially important in Anchorage, where many residents own property or businesses that may have significant value. Additionally, an estate planning lawyer can help individuals plan for their own future by creating powers of attorney or healthcare directives that outline their wishes in case they become incapacitated. With the help of an estate planning lawyer, residents of Anchorage can have peace of mind knowing that their assets and well-being will be taken care of according to their wishes.

Anchorage, AK Financial Resources

Anchorage, AK Chamber of Commerce

https://www.anchoragechamber.org/

Anchorage, AK City Hall

https://www.muni.org/

Anchorage, AK Public Library

https://www.anchoragelibrary.org/

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