Best Financial Advisors in Kennewick, WA

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Kennewick, WA Fiduciary Financial Advisors

Cornerstone Wealth Strategies
SEC File# 801-113703
CRD# 297491

5 out of 5

Location 8905 W Gage Blvd #110, Kennewick, WA 99336, USA
Phone (509) 396-0588
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 – 2:00 PM Saturday: Closed Sunday: Closed
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About Kennewick, WA

Kennewick is a city in southeastern Washington state. It's considered part of the Tri-Cities metropolitan area, which also includes Richland and Pasco. Kennewick is home to the Hanford nuclear site, and it's also close to the Columbia River and the Oregon border. Some of Kennewick's landmarks include the Benton Franklin County Fairgrounds, Columbia Park, and Badger Mountain Park. The city's top employers include Hanford Reach Interpretive Center, Walmart, and Kennewick General Hospital. Major highways and streets in Kennewick include U.S. 395, State Route 240, and Columbia Parkway. The neighborhoods in Kennewick include Sunrise Estates, Meadowbrook Estates, and Southridge Estates.

Where Certified Financial Advisors in Kennewick, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Kennewick, WA residents have a number of services that banks can provide them. Some of these services include: checking and savings accounts, loans, credit cards, and mortgages. Each bank has its own set of products and services that it offers to customers. It is important for Kennewick residents to shop around and find the best bank for their needs.

Insurance Broker

Residents of Kennewick, WA have a variety of insurance needs. There are many types of insurance policies available, and each policy has its own benefits and drawbacks. It can be difficult for residents of Kennewick, WA to decide which policies they need and to find the best deals on those policies. That's where insurance brokers come in. Insurance brokers are experts in the field of insurance. They know which policies are available and how to get the best deals on them. They can also help residents of Kennewick, WA figure out which policies they need and how to use those policies to protect themselves and their families.

Retirement Planning

Kennewick, WA residents have a number of financial concerns when it comes to retirement planning. Financial advisors can help by providing guidance and support to make the best choices for their future. Advisors can help retirees determine how much money they will need to live comfortably in retirement, choose the right investment options, and plan for potential health care costs. In addition, advisors can provide important tax advice, helping retirees keep as much of their hard-earned money as possible.

Wealth Management

If you live in Kennewick, WA and are looking for some help managing your wealth, you may want to consider talking to a wealth management firm. Wealth management firms can provide a variety of services, including investment advice, estate planning, and more.If you're not sure whether or not a wealth management firm is right for you, here are a few things to consider:1. What services do you need? Not all wealth management firms offer the same services. Make sure the firm you choose offers the services that are important to you. 2. How much experience do they have? It's important to work with a firm that has a lot of experience and knows what they're doing. 3. What is their track record? A good wealth management firm will have a good track record of helping their clients achieve their financial goals. 4. Are they licensed and insured? Make sure the firm you choose is licensed and insured so that you know your money is safe.

Estate Planning Lawyer

Estate planning lawyers in Kennewick, WA can help residents protect their assets and plan for the future. Planning for your estate is an important task, and it's one that should be done with the help of a qualified professional. An estate planning lawyer can help you understand the options available to you and create a plan that meets your needs.

Mortgage Loan Officer

Mortgage loan officers can help Kennewick, WA residents by providing them with the best mortgage options. They can also help residents save money on their mortgage payments and get into the home of their dreams. Mortgage loan officers have the knowledge and experience to help residents find the right mortgage for their needs.

Tax Services

Tax accountants are a valuable resource for Kennewick, WA residents. Not only can they help individuals and businesses file their tax returns, but they can also provide valuable advice on how to reduce one's tax liability. In addition, tax accountants can help residents stay up-to-date on the latest changes to the tax code and how they may impact them. As a result, Kennewick, WA residents would be wise to consult with a tax accountant before filing their taxes this year.


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