Best Financial Advisors in Gig Harbor, WA

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List of Firms

Gig Harbor, WA Fiduciary Financial Advisors

Therese Stewart - Raymond James
Location 3202 Harborview Dr, Gig Harbor, WA 98335, USA
Phone (253) 853-3383
BHJ Wealth Advisors
SEC File# 801-118204
CRD# 151507
Location 7191 Wagner Way NW #301, Gig Harbor, WA 98335, USA
Phone (253) 534-8888
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
Andrew Gregor - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-3781
Wellspring Financial Planners PLLC
Location 5224 Olympic Dr #103, Gig Harbor, WA 98335, USA
Phone (253) 353-3033
John Chitaley - Financial Advisor
Location 5224 Olympic Dr #108, Gig Harbor, WA 98335, USA
Phone (253) 358-6697
Rick North - Thrivent
Location 5790 Soundview Dr Ste 201A, Gig Harbor, WA 98335, USA
Phone (253) 851-6161
B Cox Planning
Location 4423 Point Fosdick Dr Ste 208, Gig Harbor, WA 98335, USA
Phone (253) 858-5567
John R Mitchell - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4041
Strategic Consulting Services
Location 3309 56th St #105, Gig Harbor, WA 98335, USA
Phone (253) 853-4141
Caviezel Wealth Management
Location 5801 Soundview Dr Suite 255, Gig Harbor, WA 98335, USA
Phone (253) 201-6505
Combined Financial Services LLC
Location Gig Harbor, WA 98335, USA
Phone (253) 265-1741
Raymond James
Location Gig Harbor, WA 98335, USA
Phone (253) 851-9997
Edward Jones - Financial Advisor: Kimberlie C Olsen
SEC File# 801-3297
CRD# 250
Location 9017 Peacock Hill Ave, Gig Harbor, WA 98332, USA
Phone (253) 509-7070
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Financial Advisors | U.S. Bancorp Investments
Location 7101 Stinson Ave, Gig Harbor, WA 98335, USA
Phone (253) 853-8088
Joe Davis - Thrivent
Location 3413 56th St C, Gig Harbor, WA 98335, USA
Phone (253) 576-3400
Phase 2 Wealth Advisors LLC
SEC File# 801-72499
CRD# 158282

5 out of 5

Location 4423 Point Fosdick Dr suite 100-4, Gig Harbor, WA 98335, USA
Phone (253) 509-0390
Phase 2 Financial LLC
SEC File# 801-72499
CRD# 158282
Location 4423 Point Fosdick Dr #100, Gig Harbor, WA 98335, USA
Phone (253) 509-0390
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Morgan Stanley Financial Advisors

5 out of 5

Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4401
Kathleen Maroney Financial Services
Location 5114 Point Fosdick Dr #e172, Gig Harbor, WA 98335, USA
Phone (253) 858-1639
Matthew Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5401 32nd Ave Ste 201, Gig Harbor, WA 98335, USA
Phone (253) 851-0717
Edward Jones - Financial Advisor: Brent Tayet
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3312 Rosedale St NW Suite 202, Gig Harbor, WA 98335, USA
Phone (253) 853-7988
Edward Jones - Financial Advisor: Joe Urvina, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6625 Wagner Way NW Suite 150, Gig Harbor, WA 98335, USA
Phone (253) 514-6395
Strategic Wealth Advisors LLC
SEC File# 801-62947
CRD# 114167

5 out of 5

Location 5775 Soundview Dr #202b, Gig Harbor, WA 98335, USA
Phone (253) 858-4411
Pacific Asset Management
SEC File# 801-117402
CRD# 298050

5 out of 5

Location 4320 Harborview Dr, Gig Harbor, WA 98332, USA
Phone (253) 649-4600
Financial Network Investment
Location 4423 Point Fosdick Dr # 202, Gig Harbor, WA 98335, USA
Phone (253) 851-1111
Peter Stefanic, CLU, LUTCF
Location 4423 Point Fosdick Dr # 200, Gig Harbor, WA 98335, USA
Phone (253) 851-3867
Bob Harkson - Phase 2 Wealth Advisors
Location 4423 Point Fosdick Dr #100-4, Gig Harbor, WA 98335, USA
Phone (253) 222-8005
Edward Jones - Financial Advisor: Julia E Dyess, AAMS®
SEC File# 801-3297
CRD# 250
Location 3010 Harborview Dr Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Raymond James Financial Services
Location 7282 Stinson Ave, Gig Harbor, WA 98335, USA
Phone (253) 851-9162
Bush Polen & Associates Inc

5 out of 5

Location 7282 Stinson Ave suite a, Gig Harbor, WA 98335, USA
Phone (253) 851-9162
Heritage Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5401 32nd Ave Ste 201, Gig Harbor, WA 98335, USA
Phone (253) 851-0717
Core Financial Strategies
Location 4411 Point Fosdick Dr # 301, Gig Harbor, WA 98335, USA
Phone (253) 514-6839
Edward Jones - Financial Advisor: Julia Dyess, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 3010 Harborview Dr Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Edward Jones - Financial Advisor: Erin R Abrigo, CFP®|AAMS¿|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5727 Baker Way NW Ste 205, Gig Harbor, WA 98332, USA
Phone (253) 858-0052
konvergent wealth partners
SEC File# 801-108179
CRD# 284656
Location 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335, USA
Phone (253) 236-7000
Conestoga Wealth Partners LLC

5 out of 5

Location 3226 Rosedale St NW #200, Gig Harbor, WA 98335, USA
Phone (253) 358-7966
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 3617 53rd St, Gig Harbor, WA 98335, USA
Phone (253) 851-2991
Portfolio Advisors Group
Location 3617 53rd St, Gig Harbor, WA 98335, USA
Phone (253) 851-2991
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 3208 50th St Ct # D105, Gig Harbor, WA 98335, USA
Phone (253) 851-5424
Meridian Wealth Management
SEC File# 801-76586
CRD# 161144
Location 11554 Arrowhead Dr, Gig Harbor, WA 98332, USA
Phone (888) 495-5484
Kathleen North - Thrivent
Location 5790 Soundview Dr Ste 201A, Gig Harbor, WA 98335, USA
Phone (253) 851-6161
DecisionPoint Financial
SEC File# 801-113384
CRD# 296988

5 out of 5

Location 5727 Baker Way NW #107, Gig Harbor, WA 98332, USA
Phone (253) 883-4143
New Foundation Wealth Group
Location 4423 Point Fosdick Dr Suite 208-2, Gig Harbor, WA 98335, USA
Phone (253) 358-3965
Ed Grogan, CFP, ChFC, CLU
Location 3010 Harborview Dr Suite 301, Gig Harbor, WA 98335, USA
Phone (253) 858-2884
Edward Jones - Financial Advisor: Patrick M Smith, CRPC®
SEC File# 801-3297
CRD# 250
Location 3312 Rosedale St NW Suite 202, Gig Harbor, WA 98335, USA
Phone (253) 313-1626
ePersonal Financial
Location 6625 Wagner Way NW #301, Gig Harbor, WA 98335, USA
Phone (855) 655-9800
Edward Jones - Financial Advisor: Lois Friedman
SEC File# 801-3297
CRD# 250
Location 7610 Pioneer Way Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-4731
Edward Jones - Financial Advisor: Adam Wojtanowicz
SEC File# 801-3297
CRD# 250
Location 3519 56th St Suite 220, Gig Harbor, WA 98335, USA
Phone (253) 858-5511
Brian Van Houten - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5401 32nd Ave Ste 201, Gig Harbor, WA 98335, USA
Phone (425) 709-2345
Investment Management Co
Location 3312 Rosedale St NW UNIT 101, Gig Harbor, WA 98335, USA
Phone (253) 853-4620
Lighthouse Wealth Strategies
SEC File# 801-114372
CRD# 299334

5 out of 5

Location 3312 Rosedale St NW STE 201, Gig Harbor, WA 98335, USA
Phone (253) 948-3725
Benjamin T. Willey III - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4416
The Evergreen Harbor Group - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4401
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3010 Harborview Dr UNIT 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Edward Jones - Financial Advisor: Christopher Myers, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3010 Harborview Dr Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Gig Harbor Financial Services
Location 4423 Point Fosdick Dr, Gig Harbor, WA 98335, USA
Phone (253) 858-1145
Trista Ortiz - Thrivent
Location 5790 Soundview Dr Suite 201A, Gig Harbor, WA 98335, USA
Phone (360) 271-2300
Image of Gig Harbor, WA
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About Gig Harbor, WA

Gig Harbor is a city located in Washington state. It is known for its picturesque setting, with views of the Puget Sound and Olympic Mountains. Some of the city's landmarks include the Narrows Bridge, Point Fosdick Park, and Gig Harbor Marina. The top employers in Gig Harbor are the U.S. Navy, Harborview Medical Center, and Stantec Consulting. Major highways and streets in Gig Harbor include Highway 16 and Pioneer Way. The neighborhoods in Gig Harbor include Gig Harbor North, Gig Harbor South, Fox Island, and Key Peninsula.

Where Certified Financial Advisors in Gig Harbor, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gig Harbor, WA have a number of banking options to choose from. The three main types of banks are commercial banks, thrifts, and credit unions. Each type of bank offers different services, so it's important for Gig Harbor residents to understand the differences before opening an account. Commercial banks are the largest type of bank and offer a wide range of services, including checking and savings accounts, loans, mortgages, and investment products. Thrifts are smaller than commercial banks and usually specialize in home mortgages and other lending products. Credit unions are owned by their members and offer a variety of services, including checking and savings accounts, loans, mortgages, investments, and insurance products.

Insurance Broker

Gig Harbor, WA residents can benefit from the services of insurance brokers.Insurance brokers can help Gig Harbor, WA residents find the best rates and coverage for their needs. They can also help residents file claims and understand their policies.Brokers are licensed professionals who work for the consumer, not the insurance company. They are unbiased and will work to get you the best deal possible.

Retirement Planning

Financial advisors can help Gig Harbor, WA residents with retirement planning in a number of ways. For example, they can help people to understand what they need to save in order to have a comfortable retirement. Advisors can also help people to invest their money wisely so that it will grow over time. In addition, advisors can provide guidance on when it is appropriate to start taking Social Security payments and how those payments should be allocated. Finally, financial advisors can work with retirees to create a budget that will allow them to live comfortably in retirement.

Wealth Management

Gig Harbor is a city located in Pierce County, Washington. As of the 2010 census, the population was 7,126. The city is home to many wealthy residents, and as such, has a thriving wealth management industry. Wealth management firms in Gig Harbor offer a wide range of services to their clients, from investment advice to estate planning. These firms help their clients grow and protect their wealth, and many residents rely on them for financial security.

Estate Planning Lawyer

Estate planning lawyers in Gig Harbor, WA can help residents create wills and trusts that will protect their assets and provide for their loved ones after they die. They can also help residents set up powers of attorney and healthcare directives that will ensure their wishes are carried out even if they are unable to make decisions for themselves. And if you own a business, an estate planning lawyer can help you plan for the succession of your company should something happen to you.

Mortgage Loan Officer

Mortgage loan officers in Gig Harbor, WA can help residents with a number of services, including finding the best mortgage rates and helping to secure home loans. They can also provide information on refinancing options and how to get the most from your home loan. In addition, mortgage loan officers can assist with other real estate needs, such as rental properties and property management.

Tax Services

Tax accountants can help Gig Harbor, WA residents save money on their taxes. They can help residents claim all of the deductions and credits they are eligible for, and they can help them file their taxes accurately. Tax accountants can also help residents plan for their future tax needs.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Gig Harbor, WA