Best Financial Advisors in Kodiak Island, AK

We did the hard work of finding trustworthy partners in Kodiak Island, AK. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Kodiak Island, AK Fiduciary Financial Advisors

Fleming Elizabeth W
5 out of 5
Location 104 Center St suite 201 A, Kodiak, AK 99615, USA
Phone (907) 512-0790
Wallstrum Stevens CPA LLC
Location 2705 Mill Bay Rd The Learning Center, Kodiak, AK 99615, USA
Phone (907) 512-2726
Olson's Bookkeeping Services
5 out of 5
Location 316 Center St, Kodiak, AK 99615, USA
Phone (907) 486-8400
Cranky Crow Bed and Breakfast
5 out of 5
Location 1713 17th Avenue - no access from Rezanof turn on Bartel & then Lechner Street, Kodiak, AK 99615, USA
Phone (907) 654-7356
Fish N' Chips Charters
5 out of 5
Location 301 Cope St, Kodiak, AK 99615, USA
Phone (907) 539-6135
Kodiak Lodge
5 out of 5
Location 1st St, Larsen Bay, AK 99624, USA
Phone (907) 847-2348
Edward Jones - Financial Advisor: Tyler Wallace
SEC File# 801-3297
CRD# 250
5 out of 5
Location 326 Center St Ste 102, Kodiak, AK 99615, USA
Phone (907) 486-5000
Kodiak Tax Services
4 out of 5
Location 1120 Baranof St, Kodiak, AK 99615, USA
Phone (907) 486-4833
Financial Advisors in Kodiak Island, AK

Where Certified Financial Advisors in Kodiak Island, AK Serve

Kodiak Island is located in the Gulf of Alaska and is the largest island in the Kodiak Archipelago. The island is about 225 miles long and has a population of about 6,000 people. Kodiak Island is home to several landmarks, including the Kodiak National Wildlife Refuge, the Kodiak Naval Base, and the Alutiiq Museum. The top employers on Kodiak Island are the Kodiak Naval Base, the City of Kodiak, and Afognak Native Corporation. The major highways and streets on Kodiak Island are the Sterling Highway and Mill Bay Road. The neighborhoods on Kodiak Island are the City of Kodiak, Old Harbor, Port Lions, and Larsen Bay.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks can provide a variety of services to Kodiak Island, AK residents, including checking and savings accounts, loans, and credit cards. They can also provide wire transfer services, which allow people to send money electronically to other people or businesses. This can be a convenient way to pay bills or transfer money between accounts. Additionally, banks can offer online banking services, which allow customers to access their account information and make transactions online. This can be a helpful tool for people who need to manage their finances on the go.

Insurance Broker

Kodiak Island, AK is a remote location and its residents often find themselves in need of assistance that is not available in their community. Insurance brokers can help Kodiak Island, AK residents by connecting them with the resources they need to obtain the insurance coverage they require.

Retirement Planning

Kodiak Island, AK is a unique place to retire. Its isolated location and harsh climate make it less appealing to many retirees. But for those who are looking for an adventure in their golden years, Kodiak Island offers plenty of opportunities that can't be found anywhere else. Financial advisors can help Kodiak Island residents plan their retirement by taking into account the unique challenges and opportunities that the island presents. Retirement planning is more than just figuring out how much money you need to save; it's also about creating a plan that will allow you to enjoy your retirement years to the fullest.

Wealth Management

Wealth management can help Kodiak Island, AK residents in a few ways. For one, it can help them save money on taxes. Wealth management can also help residents make smart financial decisions and grow their wealth over time. This can be especially helpful for those who live in rural areas, where there may be fewer job opportunities and economic growth potential. By working with a wealth manager, Kodiak Island residents can take advantage of all the resources available to them and make the most of their finances.

Estate Planning Lawyer

Kodiak Island, AK residents who have not yet created an estate plan should consider working with a qualified estate planning lawyer. Estate planning lawyers can help you create a will, power of attorney, and healthcare directive. They can also help you set up trusts and other estate planning documents. If you have questions about how to best protect your assets and provide for your loved ones, an estate planning lawyer can provide answers and guidance.

Mortgage Loan Officer

Mortgage loan officers in Kodiak Island, AK can help residents with a number of services related to mortgages. These services include helping people find the right mortgage for their needs, working with them to get approved for a mortgage, and helping them through the entire process of buying a home. In addition to these services, mortgage loan officers can also help residents refinance their mortgages or take out second mortgages.

Tax Services

Tax accountants can help Kodiak Island, AK residents in a few ways. First, they can help residents understand their tax obligations and how to meet them. This includes helping people file their taxes correctly and making sure they receive all the deductions and credits they are entitled to. Tax accountants can also help residents plan for the future, including retirement planning. They can help people save money on their taxes now, so that they have more money to spend later.


FAQs About Personal Financial Advisors in Kodiak Island, AK