Best Financial Advisors in King County, WA

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List of Firms

King County, WA Fiduciary Financial Advisors

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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
Directions
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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
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
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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PNW Financial
SEC File# 801-80446
CRD# 172780
Location 701 5th Ave Suite 4200, Seattle, WA 98104, USA
Phone (206) 686-4020
Directions
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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
Directions
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Shelgren Financial Group Inc
SEC File# 801-74614
CRD# 162200
Location 3900 E Valley Rd #202, Renton, WA 98057, USA
Phone (425) 251-5910
Directions
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Chris Rogers - RBC Wealth Management Financial Advisor
Location 401 Union St Suite 3600, Seattle, WA 98101, USA
Phone (206) 621-3215
Directions
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Ty Spencer - RBC Wealth Management Financial Advisor
Location 3760 Carillon Point, Kirkland, WA 98033, USA
Phone (425) 739-1102
Directions
Financial Advisors in King County, WA

Where Certified Financial Advisors in King County, WA Serve

King County, located in the heart of Washington State, is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a vibrant and diverse community. From the iconic Space Needle to the majestic Mount Rainier, King County boasts a rich cultural heritage and natural beauty that attracts visitors from all over the world. Its top employers include Amazon, Boeing, and Microsoft, which contribute significantly to the county's thriving economy. Major highways and streets such as I-5, I-90, and SR-520 provide easy access to neighboring cities and towns, while neighborhoods like Capitol Hill, Ballard, and Bellevue offer a wide range of housing options and amenities. Whether you're looking for a bustling urban center or a quiet suburban retreat, King County has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of King County, WA are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. However, King County also has a large population of tech-savvy residents who prefer to use online and mobile banking services. This is especially true in Seattle, where many residents work in the tech industry and are accustomed to using digital tools for their financial needs. Additionally, King County is home to many small businesses, and local banks often provide specialized services such as business loans and merchant services to support these companies. Overall, banks in King County are focused on meeting the unique needs of their diverse customer base, whether that means offering cutting-edge technology or personalized support for small businesses.

Insurance Broker

Residents of King County, WA can benefit greatly from the services of an insurance broker. With the constantly changing healthcare landscape, it can be overwhelming to navigate the options and find the right coverage for their needs. An insurance broker can help residents of King County, WA understand the nuances of their specific healthcare plans, including the differences between HMOs and PPOs. Additionally, an insurance broker can help residents of King County, WA find affordable coverage that meets their unique needs, such as access to mental health services or coverage for pre-existing conditions. With the help of an insurance broker, residents of King County, WA can feel confident that they are getting the best coverage for their individual situation.

Retirement Planning

Residents of King County, WA can benefit greatly from the services of a retirement planner. With the high cost of living in the Seattle area, many residents struggle to save enough for retirement. A retirement planner can help residents navigate the complex world of retirement planning, including strategies for maximizing Social Security benefits, managing investments, and creating a comprehensive retirement income plan. Additionally, with the large number of tech companies in the area, many residents may have unique retirement planning needs, such as managing stock options or navigating the complexities of a high-income earning spouse. A retirement planner can provide personalized guidance to help residents of King County, WA achieve their retirement goals and enjoy a secure financial future.

Wealth Management

Residents of King County, WA can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through retirement planning. With Seattle being home to some of the largest companies in the world, many King County residents have access to 401(k) plans and other retirement benefits. A wealth manager can help individuals maximize their retirement savings and plan for a comfortable retirement. Additionally, with the high cost of living in the Seattle area, a wealth manager can assist with budgeting and financial planning to help residents achieve their financial goals, such as saving for a down payment on a home. Overall, a wealth manager can provide valuable guidance and support to help King County residents navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of King County, WA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with the home buying process, helping residents to find the best mortgage options available to them. With the high cost of living in King County, it can be difficult for residents to save up enough money for a down payment on a home. A mortgage loan officer can help them navigate the process of securing a loan, and can provide guidance on how to improve their credit score and financial standing. Additionally, with the competitive housing market in King County, a mortgage loan officer can help residents to stand out among other potential buyers and increase their chances of securing their dream home.

Tax Services

Residents of King County, WA can benefit greatly from the expertise of a tax advisor. With Seattle being the largest city in the state, many residents are likely to have complex tax situations, such as owning a small business or being self-employed. Additionally, King County has a high cost of living, which means that residents may need guidance on how to maximize their deductions and credits to save money on their taxes. A tax advisor can also provide valuable advice on how to navigate the state's tax laws, which can be especially important for those who have recently moved to the area. Overall, working with a tax advisor can help residents of King County, WA ensure that they are making the most of their tax situation and saving as much money as possible.

Estate Planning Lawyer

Residents of King County, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are distributed according to their wishes after they pass away. In King County, where the cost of living is high, it's especially important to have a plan in place to protect one's assets and provide for their loved ones. Additionally, an estate planning lawyer can help with other important matters, such as setting up trusts, naming guardians for minor children, and minimizing estate taxes. With the help of an experienced estate planning lawyer, residents of King County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of after they're gone.

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FAQs About Personal Financial Advisors in King County, WA