Best Financial Advisors in Juneau City and Borough, AK

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List of Firms

Juneau City and Borough, AK Fiduciary Financial Advisors

Woodbury Financial Services
SEC File# 801-54905
CRD# 421
Location 130 Seward St #1, Juneau, AK 99801, USA
Phone (907) 586-9449
Language https://www.woodburyfinancial.com/
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 8800 Glacier Hwy, Juneau, AK 99801, USA
Phone (907) 523-3400
Directions
Merrill Lynch Wealth Management
Location 801 W 10th St, Juneau, AK 99801, USA
Phone (907) 586-4103
Language https://www.local.ml.com/JUNEAU_AK
Directions
Stellar Financial Services
Location 2235 Jordan Ave, Juneau, AK 99801, USA
Phone (907) 790-4033
Language https://www.stellarfinancialservices.com/
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3406 Glacier Hwy, Juneau, AK 998019501, USA
Phone (907) 463-3303
Language https://www.edwardjones.com/us-en/financial-advisor/scott-doddridge
Directions
Alaska USA Federal Credit Union
4 out of 5
Location 8181 Glacier Hwy, Juneau, AK 99801, USA
Phone (800) 525-9094
Language https://www.alaskausa.org/
Directions
Edward Jones - Financial Advisor: Scott Doddridge
SEC File# 801-3297
CRD# 250
Location 3200 Hospital Dr Suite 101, Juneau, AK 99801, USA
Phone (907) 789-0063
Language https://www.edwardjones.com/us-en/financial-advisor/scott-doddridge
Directions
Merrill Lynch Wealth Management Advisor Zachary T Kohan
Location 801 W 10th St Suite 300, Juneau, AK 99801, USA
Phone (907) 586-4102
Language https://fa.ml.com/alaska/juneau/ahkgroup
Directions
Altman Rogers & Co
3 out of 5
Location 175 S Franklin St # 412, Juneau, AK 99801, USA
Phone (907) 586-3993
Language http://altrogco.com/?utm_source=Google&utm_medium=GMB&utm_campaign=GMB
Directions
Nuvallo Quest LLC
Location 8011 Poppy Ct, Juneau, AK 99801, USA
Phone (251) 931-9827
Directions
Financial Advisors in Juneau City and Borough, AK

Where Certified Financial Advisors in Juneau City and Borough, AK Serve

Juneau City and Borough, located in the southeastern region of Alaska, is a stunning destination that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that are sure to leave visitors in awe. From the majestic Mendenhall Glacier to the historic Governor's Mansion, this city is full of breathtaking sights that are sure to impress even the most seasoned travelers. In terms of top employers, Juneau is home to a variety of industries, including government, healthcare, education, and tourism. Major highways and streets include Egan Drive, Glacier Highway, and Douglas Highway, among others. When it comes to neighborhoods, Juneau has a diverse range of options, from the bustling downtown area to the peaceful Auke Bay community. Whether you're interested in exploring the great outdoors or immersing yourself in the city's rich history and culture, Juneau has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Juneau City and Borough, AK are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which are scattered throughout the city and offer services like checking and savings accounts, loans, and mortgages. Additionally, many banks in Juneau City and Borough offer online banking services, which allow residents to manage their accounts from the comfort of their own homes. This is particularly important in Juneau City and Borough, where the city's remote location and harsh weather conditions can make it difficult for residents to travel to physical bank branches. Overall, banks in Juneau City and Borough play a crucial role in helping residents manage their finances and achieve their financial goals.

Insurance Broker

Residents of Juneau City and Borough, AK could greatly benefit from the services of an insurance broker. An insurance broker can help residents navigate the often complex and confusing world of insurance, ensuring that they have the coverage they need to protect themselves and their families. In Juneau City and Borough, where the climate can be harsh and unpredictable, an insurance broker can help residents find the right policies to protect their homes and vehicles from damage caused by snow, ice, and other weather-related hazards. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a state like Alaska where healthcare costs can be high. By working with an insurance broker, residents of Juneau City and Borough can rest easy knowing that they have the right insurance coverage to protect themselves and their loved ones.

Retirement Planning

Residents of Juneau City and Borough, AK can benefit greatly from the services of a retirement planner. With the cost of living being higher in Alaska than in many other states, it is essential for residents to have a solid financial plan in place for their retirement years. A retirement planner can help them navigate the complexities of retirement planning, such as choosing the right investment vehicles, creating a budget, and managing their assets. Additionally, with Juneau being the capital of Alaska and a popular tourist destination, residents may have unique financial considerations, such as rental income from vacation properties or the impact of seasonal fluctuations on their income. A retirement planner can help residents of Juneau City and Borough, AK create a customized plan that takes into account their specific needs and goals, and helps them achieve financial security in retirement.

Wealth Management

Residents of Juneau City and Borough, AK could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help individuals and families in Juneau create a comprehensive financial plan that takes into account their short and long-term goals. This is particularly important in Juneau, where the cost of living is high and residents may need to plan carefully to ensure they can afford to live comfortably. Additionally, a wealth manager can help residents of Juneau navigate complex tax laws and investment options, ensuring they are making the most of their money. A wealth manager can also provide guidance on retirement planning, estate planning, and other financial matters that are important to residents of Juneau. Overall, working with a wealth manager can help residents of Juneau City and Borough, AK achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Juneau City and Borough, AK can benefit greatly from the services of a mortgage loan officer. With the high cost of living in Juneau, many residents may struggle to afford a home without the assistance of a mortgage loan. A loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, Juneau's unique geography, with its rugged terrain and remote location, can make finding suitable housing a challenge. A mortgage loan officer can assist residents in finding homes that meet their needs and fit within their budget, whether that be a cozy cabin in the woods or a modern downtown condo. Ultimately, a mortgage loan officer can be a valuable resource for residents of Juneau City and Borough, AK looking to achieve their dream of homeownership.

Tax Services

Residents of Juneau City and Borough, AK would greatly benefit from the services of a tax advisor in a number of ways. One of the most common ways a tax advisor can help residents is by providing guidance on how to navigate the complex tax laws specific to Alaska. For example, residents of Juneau City and Borough, AK may be eligible for certain tax credits or deductions that are unique to the state. A tax advisor can help ensure that residents are taking advantage of all available tax breaks and are not overpaying on their taxes. Additionally, a tax advisor can provide advice on how to properly report income from sources such as fishing or tourism, which are common in the area. With the help of a tax advisor, residents of Juneau City and Borough, AK can feel confident that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Juneau City and Borough, AK can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents is by helping them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Juneau City and Borough, AK, where many residents own property and assets that may have significant value. An estate planning lawyer can also help residents minimize their tax liability and avoid probate, which can be a lengthy and costly process. Additionally, an estate planning lawyer can assist with creating a durable power of attorney and healthcare directives, which can help ensure that a person's wishes are carried out in the event they become incapacitated. Overall, working with an estate planning lawyer can provide peace of mind and help residents of Juneau City and Borough, AK protect their assets and loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Juneau City and Borough, AK

A financial advisor in Juneau City and Borough, AK can provide a range of financial advising services to clients. These services may include investment management, retirement planning, tax planning, and estate planning. Given the unique geography and climate of Juneau City and Borough, AK, a financial advisor may have specific expertise in advising clients on how to navigate the financial challenges that come with living in a remote and often unpredictable environment. For example, a financial advisor may have experience helping clients plan for unexpected weather events or natural disasters that could impact their financial well-being. Additionally, a financial advisor may be able to provide guidance on how to manage the costs associated with living in a remote area, such as transportation and healthcare expenses. Overall, a financial advisor in Juneau City and Borough, AK can provide invaluable support to clients looking to achieve their financial goals and navigate the challenges of living in a unique and complex environment.

Juneau City and Borough, AK is the ultimate destination for anyone seeking financial advising. With its dynamic and diverse economy, this region offers a unique opportunity for individuals to receive expert financial guidance. The city is home to a plethora of financial institutions that cater to the specific needs of the community. One of the most notable features of Juneau City and Borough, AK is its commitment to sustainable and ethical financial practices. This is evident in the numerous initiatives that have been implemented to promote responsible investing and environmentally conscious financial planning. The financial advisors in Juneau City and Borough, AK are highly trained and possess a wealth of knowledge in their field. They are dedicated to providing personalized and comprehensive financial advice to their clients, ensuring that they achieve their financial goals. Whether you are an individual seeking advice on retirement planning, or a business owner looking to expand your operations, the financial advisors in Juneau City and Borough, AK are equipped to provide you with the guidance you need to succeed.