Best Financial Advisors in Lake Forest Park, WA

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Lake Forest Park, WA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Aaron Yoon, AAMS™|CRPC™
5 out of 5
Location 13540 Lake City Way NE Suite 100, Seattle, WA 98125, USA
Phone (206) 306-2007
Directions
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Templar Financial Services
Location 6100 219th St SW Suite 480, Mountlake Terrace, WA 98043, USA
Phone (425) 374-5070
Directions
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Thompson Financial LLC
Location 20207 83rd Pl NE, Kenmore, WA 98028, USA
Phone (425) 892-8812
Directions
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Edward Jones - Financial Advisor: Lance D Jacobsen
5 out of 5
Location 17171 Bothell Way NE Suite A14, Lake Forest Park, WA 98155, USA
Phone (206) 361-9293
Directions
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Scott Davis - Financial Advisor, Ameriprise Financial Services, LLC
Location 152 3rd Ave S Ste 103A, Edmonds, WA 98020, USA
Phone (425) 245-8083
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Crosswind Advisors
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 501-7528
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Edward Jones - Financial Advisor: Suzan Shayler, CFP®
3 out of 5
Location 19270 Aurora Ave N Suite 1, Shoreline, WA 98133, USA
Phone (206) 542-2599
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Edward Jones - Financial Advisor: Heather A Scearce
Location 18336 Aurora Ave N Ste 101 C, Shoreline, WA 98133, USA
Phone (206) 801-7322
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Edward Jones - Financial Advisor: Jasen Biro-Suvanapraphai, CFP®|AAMS™|CRPC™
5 out of 5
Location 6900 East Green Lake Way N Suite K, Seattle, WA 98115, USA
Phone (206) 527-0919
Directions
Financial Advisors in Lake Forest Park, WA

Where Certified Financial Advisors in Lake Forest Park, WA Serve

Lake Forest Park, WA is a picturesque city located in King County, Washington. The city is home to several notable landmarks, including the Lake Forest Park Town Center, which features a variety of shops and restaurants, as well as the Burke-Gilman Trail, a popular recreational trail that runs through the city. The top employers in Lake Forest Park include the City of Lake Forest Park, the Lake Forest Park School District, and the Lake Forest Park Water District. These organizations provide a wide range of employment opportunities for residents of the city. Major highways and streets in Lake Forest Park include State Route 522 and Bothell Way NE, which provide easy access to nearby cities and attractions. Additionally, many of the city's neighborhoods are connected by a network of quiet residential streets and bike paths, making it easy for residents to get around on foot or by bike. Some of the most popular neighborhoods in Lake Forest Park include Horizon View, Sheridan Beach, and Lake Forest Park Estates.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lake Forest Park, WA have access to a variety of banking services to meet their financial needs. One of the most common ways that banks service the community is through traditional checking and savings accounts. Many banks in the area offer online and mobile banking options, making it easy for residents to manage their finances from the comfort of their own homes. Additionally, Lake Forest Park is home to a number of small businesses, and banks in the area offer commercial banking services to support these businesses. With its proximity to Lake Washington and the Burke-Gilman Trail, many banks in Lake Forest Park also offer loans for recreational vehicles, such as boats and bikes. Overall, the banking options in Lake Forest Park cater to the unique needs of the community, providing a range of services to help residents manage their finances.

Insurance Broker

Residents of Lake Forest Park, WA can benefit greatly from the services of an insurance broker. With its proximity to Lake Washington and the surrounding greenery, the area is prone to natural disasters such as floods and wildfires. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that suits their specific needs. Additionally, with the city's high median income, residents may have unique insurance needs for their homes, cars, and businesses. An insurance broker can provide personalized advice and help residents find the best rates and coverage options. Overall, an insurance broker can be a valuable resource for residents of Lake Forest Park, WA looking to protect themselves and their assets.

Retirement Planning

Residents of Lake Forest Park, WA can benefit greatly from the guidance of a retirement planner. With its proximity to Seattle and beautiful natural surroundings, Lake Forest Park is a desirable place to retire. However, the cost of living in the area can be high, and retirees may need help navigating their finances to ensure they can maintain their lifestyle. A retirement planner can provide personalized advice on investment strategies, tax planning, and estate planning to help residents of Lake Forest Park achieve their financial goals. Additionally, with the average age of Lake Forest Park residents being 47, a retirement planner can help those nearing retirement age make the most of their remaining working years and prepare for a smooth transition into retirement.

Wealth Management

Residents of Lake Forest Park, WA could benefit from the services of a wealth manager in a variety of ways. With its proximity to Seattle and the high cost of living in the area, many residents may be concerned about managing their finances and investments. A wealth manager can provide personalized advice and guidance on everything from retirement planning to tax strategies. Additionally, Lake Forest Park is known for its natural beauty and outdoor recreation opportunities, and a wealth manager can help residents plan for their future while still enjoying the present. For example, they can advise on how to budget for a second home or vacation property, or help create a plan to fund a child's education while still saving for retirement. With a wealth manager's expertise and support, residents of Lake Forest Park can feel confident in their financial future.

Mortgage Loan Officer

Residents of Lake Forest Park, WA can benefit greatly from the services of a mortgage loan officer. With the city's median home value being around $700,000, many residents may need assistance in securing financing for their dream home. A mortgage loan officer can provide guidance on the various loan options available, including government-backed loans for first-time homebuyers and jumbo loans for those purchasing high-end properties. Additionally, with Lake Forest Park being a popular suburb of Seattle, many residents may work in the city and require a mortgage loan officer to help them navigate the unique challenges of obtaining a mortgage in a competitive housing market. Overall, a knowledgeable and experienced mortgage loan officer can be an invaluable resource for residents of Lake Forest Park looking to achieve their homeownership goals.

Tax Services

Residents of Lake Forest Park, WA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations in the state of Washington. With the state's high tax rates and unique tax codes, it can be challenging for residents to understand how to properly file their taxes and take advantage of all available deductions and credits. A tax advisor can provide personalized advice on how to minimize tax liabilities and maximize refunds. Additionally, residents of Lake Forest Park, WA who own businesses or rental properties can benefit from the expertise of a tax advisor in managing their finances and ensuring compliance with tax laws. With the help of a tax advisor, residents can have peace of mind knowing that their tax affairs are in order and that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Lake Forest Park, WA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of this area is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. With the high cost of living in this affluent community, it is important to protect one's assets and ensure they are passed on to loved ones or charitable organizations. An estate planning lawyer can also help residents navigate the complex laws and regulations surrounding estate planning in Washington state, ensuring that their plan is legally sound and effective. Furthermore, with the growing number of retirees in Lake Forest Park, an estate planning lawyer can assist in creating a plan for long-term care and healthcare directives, ensuring that their wishes are followed in the event of incapacity or illness.

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