Find a Financial Advisor in King County, WA

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Financial Planning Firms in King County, WA

Shelgren Financial Group Inc
SEC File# 801-74614
CRD# 162200
Location 3900 E Valley Rd #202, Renton, WA 98057, USA
Phone (425) 251-5910
Language http://www.shelgrenfinancial.com/
Directions
Josiah Brensdal - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033, USA
Phone (425) 869-7100
Language https://www.ameripriseadvisors.com/josiah.brensdal/?cid=IP_local_google
Directions
Kevin W O'Keefe - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 520 Pike St Ste 2725, Seattle, WA 98101, USA
Phone (206) 926-5302
Language https://www.ameripriseadvisors.com/Kevin.w.Okeefe/?cid=IP_local_google
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
Aaron Smith - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 126 Wells Ave S, Renton, WA 98057, USA
Phone (425) 228-1000
Language https://www.ameripriseadvisors.com/team/agp-wealth-advisors/financial-advice-team/Aaron.M.Smith/?cid=IP_local_google
Directions
Michael Foody - RBC Wealth Management Financial Advisor
SEC File# 801-13059
CRD# 31194
Location 401 Union St Suite 3600, Seattle, WA 98101, USA
Phone (206) 621-3200
Language https://us.rbcwealthmanagement.com/thelakeviewgroup?utm_source=GMB&utm_medium=Yext
Directions
Edward Jones - Financial Advisor: John Robertson, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 23745 225th Way SE Suite 104, Maple Valley, WA 98038, USA
Phone (425) 413-5096
Language https://www.edwardjones.com/us-en/financial-advisor/john-robertson
Directions
Columbia Pacific Wealth Management
SEC File# 801-72122
CRD# 156225

5 out of 5

Location 1910 Fairview Ave E Suite 200, Seattle, WA 98102, USA
Phone (206) 728-9063
Language http://www.columbiapacificwm.com/
Directions
Chris Rogers - RBC Wealth Management Financial Advisor
Location 401 Union St Suite 3600, Seattle, WA 98101, USA
Phone (206) 621-3215
Language https://us.rbcwealthmanagement.com/retirementplanadvisors?utm_source=GMB&utm_medium=Yext
Directions
PNW Financial
SEC File# 801-80446
CRD# 172780
Location 701 5th Ave Suite 4200, Seattle, WA 98104, USA
Phone (206) 686-4020
Language http://www.pnwfinancial.net/
Directions
Ty Spencer - RBC Wealth Management Financial Advisor
Location 3760 Carillon Point, Kirkland, WA 98033, USA
Phone (425) 739-1102
Language https://us.rbcwealthmanagement.com/harry.smith?utm_source=GMB&utm_medium=Yext
Directions
Paragon Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 101 Elliott Ave W Ste 510, Seattle, WA 98119, USA
Phone (206) 219-5254
Language https://www.ameripriseadvisors.com/team/paragon-wealth-advisors/?cid=IP_local_google
Directions
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About King County, WA

King County is located in the state of Washington and is home to Seattle, the largest city in the Pacific Northwest. The county is surrounded by water on three sides and includes many islands, including Bainbridge and Vashon. King County is a major transportation hub and is served by two major interstate highways, I-5 and I-90, as well as several state highways. The county has a number of major landmarks, including the Space Needle, Pike Place Market, and Mount Rainier. Some of the largest employers in the county are Microsoft, Amazon, Boeing, and Starbucks. The neighborhoods of King County vary widely in character, from the wealthy neighborhoods of Mercer Island to the working-class neighborhoods of South Seattle.

Related Services

Banks and Credit Unions

King County, WA residents have a variety of services that banks can provide them. Banks offer checking and savings accounts, loans, mortgages, and other services. They also offer online banking and bill pay to make it easy for customers to manage their money. Banks can also provide financial education to help people make wise financial decisions.

Insurance Broker

Residents of King County, WA have a number of options when it comes to choosing an insurance broker. While many people may try to go it alone, working with a professional can often save time and money in the long run. Here are four reasons why insurance brokers can be a valuable resource for residents of King County, WA.

Retirement Planning

King County, WA is home to a large number of retirees. According to the U.S. Census Bureau, in 2014 there were over 158,000 residents aged 65 or older living in King County, accounting for 18% of the population. That number is only going to grow in the years ahead, as more and more baby boomers reach retirement age. This presents a challenge for King County officials as they plan for the future. How can they ensure that these seniors have access to the resources they need? One solution is to work with financial advisors to create retirement plans tailored specifically for King County residents. Financial advisors can help by assessing each individual's needs and developing a plan that will provide them with the best possible outcome in retirement. They can also help seniors stay on track financially as they transition into this new stage of life.

Wealth Management

King County, WA is home to many wealthy residents. However, many of these residents do not have a plan for their money. This can lead to problems down the road. Wealth management can help by creating a plan for the individual's money and helping them stick to that plan.

Estate Planning Lawyer

King County, WA residents planning their estates can benefit from the services of an estate planning lawyer. An estate planning lawyer can help residents of King County to create wills and trusts that will best suit their needs. In addition, an estate planning lawyer can advise residents on the best way to distribute their property in order to minimize taxes and maximize benefits for their heirs.

Mortgage Loan Officer

Mortgage loan officers can help King County, WA residents in a number of ways. Mortgage loan officers are in a unique position to help King County, WA residents because they have the ability to offer home loans as well as other types of loans. In addition, mortgage loan officers can provide advice on mortgages and home buying, which can be especially helpful for first time buyers. Finally, mortgage loan officers can also provide referrals to other professionals who may be able to help with things like refinancing or finding a new home.

Tax Services

Tax accountants can help residents of King County, WA by ensuring that they are taking all of the deductions and credits to which they are entitled. This can result in lower tax bills and a better financial situation for the taxpayer. Tax accountants can also help taxpayers to plan for their future tax liabilities, so that they can budget appropriately.