Best Financial Advisors in Kenai Peninsula, AK

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List of Firms

Kenai Peninsula, AK Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 44552 Sterling Hwy, Soldotna, AK 99669, USA
Phone (907) 262-4435
Directions
SEC File# 801-117825
CRD# 157925
Location 15350 Old Seward Hwy, Anchorage, AK 99516, USA
Phone (907) 917-4870
Directions
SEC File# 801-57434
CRD# 11025
Location 11216 Kenai Spur Hwy, Kenai, AK 99611, USA
Phone (907) 283-7581
Directions
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Edward Jones - Financial Advisor: Indy R Walton
5 out of 5
Location 43622 Sterling Hwy Suite B, Soldotna, AK 99669, USA
Phone (907) 260-2002
Directions
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Merrill Lynch Wealth Management Advisor Jonathan Orion Coon
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6626
Directions
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Edward Jones - Financial Advisor: Glenese Pettey
5 out of 5
Location 215 Fidalgo Ave Suite 101, Kenai, AK 99611, USA
Phone (907) 283-4567
Directions
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Jake Collins - Ameriprise Financial Services, LLC
4 out of 5
Location 11694 Seward Hwy #2, Seward, AK 99664, USA
Phone (907) 224-4599
Directions
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Edward Jones - Financial Advisor: Rob Ross
Location 10419 Kenai Spur Hwy a, Kenai, AK 99611, USA
Phone (907) 283-0785
Directions
Financial Advisors in Kenai Peninsula, AK

Where Certified Financial Advisors in Kenai Peninsula, AK Serve

The Kenai Peninsula, located in southern Alaska, boasts a diverse landscape of mountains, glaciers, and ocean views. The Kenai Fjords National Park is a popular destination for tourists, featuring breathtaking glaciers and abundant wildlife such as whales and sea otters. The peninsula is also home to the Chugach National Forest, offering endless opportunities for outdoor recreation. Top employers in the area include the oil and gas industry, healthcare providers, and the tourism industry. Major highways such as the Sterling Highway and the Seward Highway provide access to popular destinations such as the town of Homer and the city of Seward. Neighborhoods in the area range from small fishing villages to larger towns with a variety of amenities. The town of Kenai is the largest on the peninsula, offering a mix of residential and commercial areas. Other popular neighborhoods include Soldotna, Seward, and Homer, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kenai Peninsula, AK have a variety of options when it comes to banking services. One of the most common ways that residents are serviced by banks is through traditional brick and mortar branches. These branches are typically located in larger towns like Kenai and Soldotna, and offer a range of services including checking and savings accounts, loans, and investment products. However, given the rural nature of the Kenai Peninsula, many residents also rely on online and mobile banking services to manage their finances. This is especially important for those who live in more remote areas and may not have easy access to physical bank branches. Additionally, many banks in the area offer specialized services for the local fishing and tourism industries, which are major drivers of the local economy. Overall, banks play an important role in the lives of many residents of Kenai Peninsula, offering a range of services tailored to the specific needs of the community.

Insurance Broker

Residents of Kenai Peninsula, AK can benefit greatly from the services of an insurance broker. With the unpredictable weather and harsh winters that are common in this region, having the right insurance coverage is crucial. An insurance broker can help residents find the best policies to protect their homes, vehicles, and businesses from the unique risks of living in Kenai Peninsula. Additionally, an insurance broker can help residents navigate the complex process of filing claims and ensuring that they receive the compensation they deserve. With the help of an insurance broker, residents of Kenai Peninsula can have peace of mind knowing that they are fully protected and prepared for any unexpected events that may come their way.

Retirement Planning

Residents of Kenai Peninsula, AK could benefit greatly from the services of a retirement planner. The area is known for its natural beauty and abundance of outdoor recreation opportunities, but it can also be an expensive place to live. A retirement planner can help residents navigate the unique financial challenges of living in a remote, rural area. For example, they can provide guidance on saving for retirement while also budgeting for the high cost of living in Kenai Peninsula. Additionally, a retirement planner can help residents plan for the potential healthcare costs associated with aging in a region with limited medical facilities. By working with a retirement planner, residents of Kenai Peninsula can better prepare for a financially secure future.

Wealth Management

Residents of Kenai Peninsula, AK could benefit from the services of a wealth manager in a number of ways. For one, a wealth manager could help them create a financial plan that takes into account the unique economic circumstances of the region. The Kenai Peninsula is known for its reliance on fishing and tourism, which can be unpredictable industries. A wealth manager could help residents diversify their investments and plan for potential downturns in these industries. Additionally, a wealth manager could help residents navigate the complex tax laws of both Alaska and the United States as a whole. With a wealth manager's guidance, residents could maximize their income and minimize their tax burden, allowing them to keep more of their hard-earned money.

Mortgage Loan Officer

Residents of Kenai Peninsula, AK would greatly benefit from the assistance of a mortgage loan officer. Specifically, many residents in the area may be interested in purchasing a home or refinancing their current mortgage. The loan officer can help guide them through the loan application process, provide information on different loan options, and help them find the best interest rates available. Additionally, the Kenai Peninsula is known for its tourism industry, and some residents may be interested in purchasing a vacation home or rental property. A mortgage loan officer can help them navigate the unique requirements and financial considerations of these types of properties. With the help of a knowledgeable loan officer, residents of Kenai Peninsula, AK can achieve their dreams of homeownership and investment properties.

Tax Services

Residents of Kenai Peninsula, AK can benefit from the expertise of a tax advisor in a number of ways. One specific issue that often arises in this area is the tax implications of oil and gas royalties. With the Kenai Peninsula being home to significant oil and gas reserves, many residents receive royalty payments that can be subject to complex tax regulations. A tax advisor can help individuals navigate these regulations, ensuring that they are taking advantage of all available deductions and credits while avoiding any potential penalties. Additionally, a tax advisor can provide guidance on other common tax issues, such as retirement planning, estate planning, and small business taxes. By working with a tax advisor, Kenai Peninsula residents can ensure that they are making informed financial decisions and maximizing their tax benefits.

Estate Planning Lawyer

Residents of Kenai Peninsula, AK can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important for residents of Kenai Peninsula, AK who may have unique assets such as fishing permits, land, or cabins that they want to pass down to their heirs. Additionally, an estate planning lawyer can help residents of Kenai Peninsula, AK with tax planning, healthcare directives, and setting up guardianships for minor children. By working with an estate planning lawyer, residents of Kenai Peninsula, AK can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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