Best Financial Advisors in Kitsap County, WA

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List of Firms

Kitsap County, WA Fiduciary Financial Advisors

Waterfront Financial Management

5 out of 5

Location 9615 Levin Rd NW #100th, Silverdale, WA 98383, USA
Phone (360) 692-9000
Edward Jones - Financial Advisor: Robert W Morgan
SEC File# 801-3297
CRD# 250

5 out of 5

Location 20270 Front St NE Suite 102, Poulsbo, WA 98370, USA
Phone (360) 598-3750
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 1:00 PM Saturday: Closed Sunday: Closed
Clear Creek Financial Management
SEC File# 801-111778
CRD# 170602
Location 9361 Bay Shore Dr NW, Silverdale, WA 98383, USA
Phone (360) 308-8239
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Michael O'Brien - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-8002
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 393 S Kitsap Blvd, Port Orchard, WA 98366, USA
Phone (360) 662-2189
Charitable Advisors Network
Location 500 Pacific Ave UNIT 200, Bremerton, WA 98337, USA
Phone (360) 627-8434
Edward Jones - Financial Advisor: Jennifer K Zuver
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1100 Wheaton Way Suite C, Bremerton, WA 98310, USA
Phone (360) 373-0233
Edward Jones - Financial Advisor: Joseph A Kochera, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9951 Mickelberry Rd NW Suite 225, Silverdale, WA 98383, USA
Phone (360) 633-7482
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
First Command Financial Advisor - Peter Carlo
Location 10049 Kitsap Mall Blvd NW Suite 289, Silverdale, WA 98383, USA
Phone (360) 692-0277
Peter Taafe - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9222 Bay Shore Dr NW Ste 100, Silverdale, WA 98383, USA
Phone (360) 516-6820
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Corinthian Wealth Partners LLC
SEC File# 801-57407
CRD# 44181

4 out of 5

Location 3491 NW Anderson Hill Rd, Silverdale, WA 98383, USA
Phone (360) 551-4513
Time Monday: 7:00 AM – 3:00 PM Tuesday: 7:00 AM – 3:00 PM Wednesday: 7:00 AM – 3:00 PM Thursday: 7:00 AM – 3:00 PM Friday: 7:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Sage Wealth Partners LLC
Location 19347 Jensen Way NE, Poulsbo, WA 98370, USA
Phone (360) 930-8254
Eric McGinnis - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 4312 Kitsap Way, Bremerton, WA 98312, USA
Phone (360) 373-3335
Edward Jones - Financial Advisor: Calvin Christensen
SEC File# 801-3297
CRD# 250
Location 3100 NW Bucklin Hill Rd Ste 115, Silverdale, WA 98383, USA
Phone (360) 698-6092
Nepsis, Inc - Puget Sound - Matt Augspurger - Wealth Advisor

5 out of 5

Location 12161 S Keyport Rd NE, Poulsbo, WA 98370, USA
Phone (360) 566-2264
Edward Jones - Financial Advisor: Jay Seaton, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 600 Kitsap St Suite 102, Port Orchard, WA 98366, USA
Phone (360) 876-7538
Brennan Mayfield - Thrivent
Location 2819 NW Kitsap Pl Ste. 100, Silverdale, WA 98383, USA
Phone (360) 551-4807
Kevin J. Pentz CFP® and Wealthmark Advisors

5 out of 5

Location 2819 NW Kitsap Pl STE 201, Silverdale, WA 98383, USA
Phone (360) 516-2400
Kitsap County Financial Planning
Location Port Orchard, WA 98366, USA
Phone (360) 337-7150
Jeramey Probert - Raymond James

5 out of 5

Location 3500 NW Bucklin Hill Rd, Silverdale, WA 98383, USA
Phone (360) 204-5173
Edward Jones - Financial Advisor: Angela M Sell, AAMS™
SEC File# 801-3297
CRD# 250
Location 10689 Old Frontier Rd NW Ste 231, Silverdale, WA 98383, USA
Phone (360) 698-7408
Deborah Clyne Oishi - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3215 NW Lowell St Ste 101, Silverdale, WA 98383, USA
Phone (360) 616-2453
Brant O Greene - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 19793 Hamilton Ct NE Ste 101, Poulsbo, WA 98370, USA
Phone (360) 697-4600
Royal Alliance Associates Inc
SEC File# 801-54859
CRD# 23131
Location 127 Parfitt Way SW, Bainbridge Isle, WA 98110, USA
Phone (206) 780-1755
Brock Baker - Thrivent
Location 2819 NW Kitsap Pl Suite 100, Silverdale, WA 98383, USA
Phone (360) 434-5780
Charlie Odell - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-9709
Merrill Lynch Wealth Management Advisor Jason M Trichler
Location 187 Parfitt Way SW Suite 100, Bainbridge Island, WA 98110, USA
Phone (206) 855-4448
Rainier Ave Investments
Location 111 N Rainier Ave, Bremerton, WA 98312, USA
Phone (360) 377-2191
Edward Jones - Financial Advisor: Alijah J Hawley, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 5971 WA-303, Bremerton, WA 98311, USA
Phone (360) 475-0683
Barry Wickman - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-8017
Thomas E. Deichert, CFP

5 out of 5

Location 18697 WA-305, Poulsbo, WA 98370, USA
Phone (360) 779-9005
Pluvian Investments LLC
Location Bremerton, WA 98337, USA
Phone (360) 782-0801
Edward Jones - Financial Advisor: Benjamin Pecora
SEC File# 801-3297
CRD# 250
Location 9228 Ridgetop Blvd NW Suite 101, Silverdale, WA 98383, USA
Phone (360) 307-8636
Edward Jones - Financial Advisor: Ryan J Gilhuly
SEC File# 801-3297
CRD# 250

4 out of 5

Location 3500 NW Anderson Hill Rd Ste 101, Silverdale, WA 98383, USA
Phone (360) 308-9514
Edward Jones - Financial Advisor: Paul G Miller
SEC File# 801-3297
CRD# 250
Location 2416 NW Myhre Rd Suite 102, Silverdale, WA 98383, USA
Phone (360) 692-1216
Thrivent Financial

5 out of 5

Location 2819 NW Kitsap Pl #100, Silverdale, WA 98383, USA
Phone (360) 551-4807
Copper Financial Group
SEC File# 801-111778
CRD# 170602

3 out of 5

Location 4550 NW Newberry Hill Rd # 101, Silverdale, WA 98383, USA
Phone (360) 698-6546
First Command Financial Advisor - Christopher Churchill
Location 10049 Kitsap Mall Blvd NW Suite 289, Silverdale, WA 98383, USA
Phone (360) 692-0277
Jeramey Probert - Raymond James

5 out of 5

Location 3500 NW Bucklin Hill Rd Ste 101, Silverdale, WA 98383, USA
Phone (360) 204-5173
Fleury Financial
Location 10049 Kitsap Mall Blvd NW #309, Silverdale, WA 98383, USA
Phone (360) 692-1777
Edward Jones - Financial Advisor: James LeRoy
SEC File# 801-3297
CRD# 250
Location 2135 Sheridan Rd E, Bremerton, WA 98310, USA
Phone (360) 373-6939
Edward Jones - Financial Advisor: Teresa M Bryant, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 555 Pacific Ave Ste 101, Bremerton, WA 98337, USA
Phone (360) 373-1263
Michael Fleury - Raymond James
Location 10049 Kitsap Mall Blvd NW, Silverdale, WA 98383, USA
Phone (360) 692-1777
Financial Advisors | U.S. Bancorp Investments
Location 2020 6th St, Bremerton, WA 98337, USA
Phone (360) 782-4412
Platinum Financial Group
Location 4188 Chico Way NW, Bremerton, WA 98312, USA
Phone (360) 355-8686
Edward Jones - Financial Advisor: Kim Stirling
SEC File# 801-3297
CRD# 250
Location 3505 NW Anderson Hill Rd Suite 100, Silverdale, WA 98383, USA
Phone (360) 286-2477
Linsco/Private Ledger
Location 2041 NW Myhre Rd, Silverdale, WA 98383, USA
Phone (360) 662-2194
Edward Jones - Financial Advisor: Lisa Kerwin, CRPC®
SEC File# 801-3297
CRD# 250
Location 19307 8th Ave NE Ste B, Poulsbo, WA 98370, USA
Phone (360) 779-6450
Merrill Lynch Wealth Management Advisor David Holt
Location 187 Parfitt Way SW Suite 100, Bainbridge Island, WA 98110, USA
Phone (206) 855-4443
Parker Financial LLC
SEC File# 801-121333
CRD# 144293

5 out of 5

Location 9230 Bay Shore Dr NW STE 201, Silverdale, WA 98383, USA
Phone (360) 337-2701
Peaks Financial
Location 19225 8th Ave NE Suite 201, Poulsbo, WA 98370, USA
Phone (425) 689-0065
David Jordan - Thrivent
Location 2819 NW Kitsap Pl Ste. 100, Silverdale, WA 98383, USA
Phone (925) 413-9933
Cathy Shattuck - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-8652
Jeff Thomsen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9951 Mickelberry Rd NW Ste 127, Silverdale, WA 98383, USA
Phone (360) 282-6322
Edward Jones - Financial Advisor: Jim Thatcher, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2135 Sheridan Rd E, Bremerton, WA 98310, USA
Phone (360) 373-6939
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About Kitsap County, WA

Kitsap County is a county located in the U.S. state of Washington. It is named for Kitsap, the native Suquamish and Duwamish leader who was born in what is now Seattle. The population of the county was 252,895 as of the 2010 census. Major highways in Kitsap County include Highway 16, which runs from Tacoma to Bremerton, and Highway 3, which runs from Everett to Port Orchard. Major employers in Kitsap County include Boeing, Naval Base Kitsap-Bangor, and Bremerton National Airport. Some neighborhoods in Kitsap County include Silverdale, Poulsbo, and Bainbridge Island.

Where Certified Financial Advisors in Kitsap County, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Kitsap County, WA residents have a variety of banking services to choose from. Banks can provide residents with checking and savings accounts, loans, mortgages, and other financial products and services. Residents can also use banks to invest their money in stocks, bonds, and other securities. Banks offer a wide variety of products and services that can be tailored to meet the needs of individual customers.

Insurance Broker

Residents of Kitsap County, WA who are looking for insurance coverage can benefit from the services of a local insurance broker. Insurance brokers are licensed professionals who can help residents compare rates and plans from a variety of insurers. They can also help residents file claims and understand their policies. In addition, insurance brokers are often familiar with the specific needs of residents in Kitsap County, WA, and can recommend plans that best meet those needs.

Retirement Planning

Many people in Kitsap County, WA are looking forward to retirement, but they may not know how to go about it. That's where financial advisors come in. Financial advisors can help residents plan for a safe and comfortable retirement, by helping them to save money and invest wisely. They can also provide advice on when to retire and how much money to withdraw each year. In short, financial advisors can help residents make the most of their retirement savings.

Wealth Management

Kitsap County, WA residents have a lot of money to manage. Wealth management can help them make the most of their money by investing it in a way that will bring them the most return. There are many different ways to invest, and each has its own risks and rewards. A good wealth manager will be able to help Kitsap County residents find the right investment strategy for them, based on their individual needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help Kitsap County, WA residents in a number of ways. They can help residents create wills and trusts, which can ensure that their assets are distributed according to their wishes after they die. They can also help residents set up powers of attorney and health care directives, which will allow someone else to make decisions for them if they become unable to do so themselves. And finally, estate planning lawyers can help residents plan for the distribution of their estates in a tax-efficient manner.

Mortgage Loan Officer

Mortgage loan officers in Kitsap County, WA can play an important role in helping residents achieve the American Dream of homeownership. The mortgage loan process can be complex and daunting for first-time home buyers, but with the help of a knowledgeable and experienced loan officer, it doesn't have to be. A good loan officer will take the time to explain all of the available options and help you find the best mortgage product for your individual needs. They can also assist you with the paperwork and ensure that your application is processed as quickly as possible. If you are looking for a mortgage loan in Kitsap County, WA, please call us today. We would be happy to answer any of your questions and help you get started on the path to homeownership.

Tax Services

Tax accountants are in a unique position to help Kitsap County, WA residents with their tax preparations. By working with the residents and helping them understand the best way to file their taxes, tax accountants can save the residents time and money. In addition, tax accountants can help Kitsap County residents understand their tax obligations and ensure that they are meeting all of the requirements set by the government. This valuable assistance can help Kitsap County residents keep more of their hard-earned money and ensure that they are in compliance with the law.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kitsap County, WA