Best Financial Advisors in Kootenai County, ID

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Kootenai County, ID Fiduciary Financial Advisors

Chris Morin - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1327 W Appleway Ave, Coeur d'Alene, ID 83814, USA
Phone (208) 714-0052
Coeur Private Wealth Management of Raymond James
Location 2100 Northwest Blvd Ste 260, Coeur d'Alene, ID 83814, USA
Phone (208) 277-9980
Waddell & Reed: Peter Fitzmyers
Location 320 E Neider Ave Suite 203, Coeur d'Alene, ID 83815, USA
Phone (208) 889-1714
Edward Jones - Financial Advisor: Jesse L Applehans, AAMS™
SEC File# 801-3297
CRD# 250
2 out of 5
Location 1875 N Lakewood Dr Ste 202, Coeur d'Alene, ID 83814, USA
Phone (208) 676-9450
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Financial Advisors | U.S. Bancorp Investments
Location 302 E Sherman Ave, Coeur d'Alene, ID 83814, USA
Phone (208) 769-4541
Merrill Lynch Wealth Management
5 out of 5
Location 1221 Emma Ave, Coeur d'Alene, ID 83814, USA
Phone (208) 664-4868
Edward Jones - Financial Advisor: Joe Kelly
5 out of 5
Location 320 E Neider Ave Suite 201, Coeur d'Alene, ID 83815, USA
Phone (208) 667-8284
Edward Jones - Financial Advisor: Jasson K Lamb, AAMS™
Location 101 W Ironwood Dr Suite 160, Coeur d'Alene, ID 83814, USA
Phone (208) 667-3758
Edward Jones - Financial Advisor: Ed O'Hara, CRPC™
5 out of 5
Location 9830 N Government Way Suite 2, Hayden, ID 83835, USA
Phone (208) 762-8924
Coeur D Alene Financial Advisor
5 out of 5
Location 401 E Front Ave ste110, Coeur d'Alene, ID 83814, USA
Phone (208) 651-9681
Scarlet Kelso - Morgan Stanley
Location 1233 N Northwood Center Ct 2nd Fl, Coeur d'Alene, ID 83814, USA
Phone (208) 665-4247
Joey Meehan, CLU®, CFP®, RICP® - Meehan Capital Advisors | Northwestern Mutual
5 out of 5
Location 2100 Northwest Blvd STE 210, Coeur d'Alene, ID 83814, USA
Phone (208) 770-3504
Jason Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2101 N Lakewood Dr STE 235, Coeur d'Alene, ID 83814, USA
Phone (208) 667-9405
Christiansen Wealth Management, LLC
Location 2594 W Bolivar Ave, Coeur d'Alene, ID 83815, USA
Phone (208) 906-1698
Edward Jones - Financial Advisor: Jordan D Goos
5 out of 5
Location 8382 N Wayne Dr Suite 103A, Hayden, ID 83835, USA
Phone (208) 635-0009
Silver Pine Wealth Management Group
Location 1110 W Park Pl Ste 212, Coeur d'Alene, ID 83814, USA
Phone (208) 667-5198
Financial Advisors in Kootenai County, ID

Where Certified Financial Advisors in Kootenai County, ID Serve

Kootenai County is located in northern Idaho and has a population of approximately 114,000. The county's largest city and the capital of Idaho, Boise, is located just to the south. Kootenai County is home to a number of major landmarks, including the Pend Oreille River and Lake Coeur d'Alene. The largest employers in the county are St. Luke's Health System, Schweitzer Engineering Laboratories, and the Kootenai School District. Major highways and streets in the county include Interstate 90 and Highway 95. The neighborhoods of Kootenai County are relatively diverse, with a mix of rural and urban areas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Kootenai County, ID residents have a number of banking options to choose from. Each bank offers different services, so it is important for people in the area to research what each bank has to offer before deciding which one is best for them. Some banks focus mainly on personal and small business accounts, while others offer a wider range of products and services, including mortgages, car loans, and investment advice. It is important for Kootenai County residents to find a bank that meets their specific needs.

Insurance Broker

Kootenai County, ID residents can benefit from the services of insurance brokers. Insurance brokers can help Kootenai County, ID residents find the best rates and coverage for their needs. They can also help residents file claims and understand their policies. In addition, insurance brokers are experts in risk management and can help Kootenai County, ID residents protect their assets.

Retirement Planning

Kootenai County, ID residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help Kootenai County, ID residents assess their current financial situation and develop a plan that will allow them to retire comfortably. Advisors can also help Kootenai County, ID residents save for retirement by creating and implementing investment plans.

Wealth Management

Kootenai County, ID is a rural county located in the northern panhandle of Idaho. The county has a population of just over 50,000 people and covers an area of 1,632 square miles. Kootenai County is home to the city of Coeur d'Alene, which is the largest city in the county and also serves as its county seat. <= Wealth management can help Kootenai County residents in a number of ways. Perhaps most importantly, wealth management can help residents protect their assets from unnecessary taxation. By working with a wealth manager, Kootenai County residents can ensure that they are taking advantage of all available tax breaks and deductions. Wealth management can also help residents save for retirement and other long-term financial goals. And finally, wealth management can help residents pass on their assets to their heirs in a tax-efficient manner.

Estate Planning Lawyer

If you live in Kootenai County, Idaho and have an estate plan in place, you may be wondering if it's still up-to-date. If not, or if you don't have an estate plan at all, now is the time to contact an estate planning lawyer. Estate planning lawyers can help Kootenai County residents create a will, power of attorney, and other documents that will ensure their wishes are carried out after they die. They can also help residents set up trusts and make sure their assets are passed on to the right people.

Mortgage Loan Officer

Mortgage loan officers can help Kootenai County, ID residents by providing them with the best possible mortgage rates and terms. By shopping around for the best mortgage rate and term, residents can save money on their monthly payments and reduce the amount of interest they pay over the life of their loan. Mortgage loan officers can also help residents choose the right type of mortgage for their needs, and provide advice on how to get the best deal on a home.

Tax Services

Tax accountants can help Kootenai County, ID residents by filing their taxes and ensuring they receive all the tax breaks they are entitled to. They can also help residents plan their finances to ensure they are taking advantage of all the tax deductions available to them. Tax accountants can also help businesses in Kootenai County, ID by filing their business taxes and helping them stay in compliance with state and federal regulations.

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