Best Financial Advisors in Kirkland, WA

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List of Firms

Kirkland, WA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Loren P Winter, CFP®
4 out of 5
Location 9710 NE 119th Way, Kirkland, WA 98034, USA
Phone (425) 821-0285
Kirkland Financial Advisers
5 out of 5
Location 1524 Market St #100, Kirkland, WA 98033, USA
Phone (425) 820-4384
Heidi Schmitz - Financial Advisor, Ameriprise Financial Services, LLC
Location 340 4th St, Kirkland, WA 98033, USA
Phone (425) 800-6393
Edward Jones - Financial Advisor: Julie G Battermann, CFP®
4 out of 5
Location 13520 100th Ave NE Suite 70, Kirkland, WA 98034, USA
Phone (425) 823-3163
M Annette Sager - Financial Advisor, Ameriprise Financial Services, LLC
Location 340 4th St, Kirkland, WA 98033, USA
Phone (425) 800-6580
Financial Advisors in Kirkland, WA

Where Certified Financial Advisors in Kirkland, WA Serve

Kirkland, WA is a vibrant city located on the eastern shores of Lake Washington. The city is home to a variety of landmarks, including the iconic Kirkland Marina, the beautiful Juanita Bay Park, and the historic Kirkland Arts Center. Kirkland is also known for its thriving business community, with top employers such as Google, Microsoft, and EvergreenHealth. Major highways and streets in the area include I-405, State Route 520, and Lake Washington Boulevard. Kirkland boasts a variety of neighborhoods, each with its own unique character, from the upscale waterfront homes of Yarrow Point to the charming bungalows of Norkirk. With its stunning natural beauty, bustling business scene, and diverse neighborhoods, Kirkland is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kirkland, WA 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. Kirkland is home to several well-known banks, including Chase, Bank of America, and Wells Fargo. In addition to these larger institutions, there are also a number of community banks and credit unions that serve the area. Many of these banks offer a range of services, including checking and savings accounts, loans, and investment products. One specific thing about Kirkland that sets it apart from other cities is its strong tech industry. As a result, many banks in the area have embraced technology and offer a range of digital banking services, such as mobile banking and online bill pay, to meet the needs of tech-savvy residents.

Insurance Broker

Residents of Kirkland, WA can benefit from an insurance broker in many ways. For instance, an insurance broker can help residents find the best insurance policies that fit their specific needs and budget. They can also assist in navigating the complex insurance market and provide guidance on coverage options for home, auto, health, and life insurance. In Kirkland, where the average home price is over $1 million, an insurance broker can help residents secure the right coverage to protect their valuable assets. Additionally, with the city's proximity to major tech companies and the high cost of living, an insurance broker can offer advice on how to save money on insurance premiums and find affordable options. Overall, an insurance broker can provide peace of mind and financial security to residents of Kirkland, WA.

Retirement Planning

Residents of Kirkland, WA can greatly benefit from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique financial landscape of Kirkland. With its high cost of living, residents may need to save more aggressively for retirement than those in other areas. A retirement planner can also help residents navigate the complex world of retirement accounts and investments, ensuring that their money is being invested wisely and in line with their long-term goals. Additionally, a retirement planner can provide guidance on important decisions such as when to start taking Social Security benefits and how to minimize taxes in retirement. By working with a retirement planner, residents of Kirkland can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable retirement.

Wealth Management

Residents of Kirkland, WA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing investment advice and portfolio management. With its proximity to Seattle and its booming tech industry, Kirkland is home to many high net worth individuals who may have complex financial situations. A wealth manager can help these individuals navigate the intricacies of their investments and ensure they are making smart financial decisions. Additionally, a wealth manager can assist with tax planning and estate planning, which can be particularly important for residents of Kirkland who may have significant assets and want to ensure their wealth is passed down to their heirs in the most efficient way possible. Overall, a wealth manager can provide valuable guidance and support to help Kirkland residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Kirkland, WA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford a home without assistance. A mortgage loan officer can help by providing guidance on the various loan options available, helping residents to find the best rates and terms to fit their financial situation. Additionally, Kirkland is known for its competitive housing market, with many homes selling quickly and above asking price. A mortgage loan officer can help residents navigate this market and make competitive offers that stand out to sellers. Overall, a mortgage loan officer can provide invaluable support to residents of Kirkland, WA looking to achieve their dream of homeownership.

Tax Services

Residents of Kirkland, WA can benefit greatly from the assistance of a tax advisor. With the city's thriving economy and high cost of living, it's important for individuals and businesses to maximize their tax savings and avoid costly mistakes. A tax advisor can provide guidance on deductions and credits specific to the region, such as the state's sales tax exemption for manufacturing and research and development businesses. They can also help navigate the complex tax laws surrounding real estate, which is a major industry in Kirkland. By working with a tax advisor, residents can ensure they are making informed financial decisions and minimizing their tax liability.

Estate Planning Lawyer

Residents of Kirkland, 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 reflects the unique needs and circumstances of each individual client. In a city like Kirkland, where the cost of living is higher than the national average, it is especially important to have a plan in place that protects one's assets and provides for loved ones in the event of incapacity or death. An estate planning lawyer can also assist with the creation of trusts, wills, and powers of attorney, as well as provide guidance on tax planning and asset protection strategies. By working with an estate planning lawyer, residents of Kirkland can ensure that their wishes are carried out and their loved ones are provided for, even after they are gone.


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