Find a Financial Advisor in Lake Forest Park, WA

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List of Firms

Financial Planning Firms in Lake Forest Park, WA

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
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
Templar Financial Services
Location 6100 219th St SW Suite 480, Mountlake Terrace, WA 98043, USA
Phone (425) 374-5070
Edward Jones - Financial Advisor: Heather A Scearce
Location 18336 Aurora Ave N Ste 101 C, Shoreline, WA 98133, USA
Phone (206) 801-7322
Scott Davis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 152 3rd Ave S Ste 103A, Edmonds, WA 98020, USA
Phone (425) 245-8083
Crosswind Advisors
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 501-7528
Edward Jones - Financial Advisor: Jasen Biro-Suvanapraphai, CFP®|AAMS™|CRPC™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6900 East Green Lake Way N Suite K, Seattle, WA 98115, USA
Phone (206) 527-0919
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
Thompson Financial LLC
Location 20207 83rd Pl NE, Kenmore, WA 98028, USA
Phone (425) 892-8812
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About Lake Forest Park, WA

Lake Forest Park is a city in Washington state that is located just north of Seattle. The city is home to around 12,000 people and is known for its natural beauty and many parks and trails. Some of the city's landmarks include the LFP Town Center, which includes a library, community center, and senior center, and the Lake Forest Park Water Tower. The largest employers in the city are the Lake Forest Park School District and Northshore School District, but there are also many other businesses and organizations that call Lake Forest Park home. Major highways and streets in the area include I-5 and SR-522, while neighborhoods in the city include Briarwood, Brookside, and Pinehurst.

Related Services

Banks and Credit Unions

Residents of Lake Forest Park, WA can take advantage of a variety of banking services to meet their needs. Services offered by banks in the area include checking and savings accounts, loans, mortgages, and credit cards. In addition, many banks offer online banking and mobile banking services that make it easy for customers to manage their finances on the go.

Insurance Broker

Lake Forest Park, WA residents can get help with their insurance needs from insurance brokers. Brokers are experts in helping people find the best policies for their needs and budgets. They can also help people file claims and navigate the complex world of insurance. If you're looking for help with your insurance, a broker is a great resource.

Retirement Planning

Lake Forest Park, WA residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the knowledge and experience to help individuals create a plan that will best suit their needs. In addition, they can provide guidance on how to save for retirement and how to make the most of their assets. Residents of Lake Forest Park who are looking for assistance with retirement planning should consider talking to a financial advisor.

Wealth Management

Lake Forest Park, WA is a beautiful place to live. But with beauty comes a price tag. The cost of living in Lake Forest Park can be high, and it's important to have a plan in place to make sure you're able to afford the lifestyle you want now and in the future. That's where wealth management comes in. Wealth management can help Lake Forest Park residents save for their future while still enjoying life today.

Estate Planning Lawyer

Lake Forest Park, WA residents who have an estate plan in place can be assured that their loved ones will be taken care of in the event of their death. An estate plan is a document that spells out your wishes for what should happen to your assets and property after you die. It can also name a guardian for your children if they are still minors when you die. Estate planning lawyers can help Lake Forest Park, WA residents to create an estate plan that meets their specific needs. They can also help to update an existing estate plan as your life changes and new laws go into effect. Estate planning lawyers can provide peace of mind by knowing that your loved ones will be taken care of after you die.

Mortgage Loan Officer

Mortgage loan officers in Lake Forest Park, WA can help residents by providing information on various types of mortgages.Mortgages come in all shapes and sizes, and it can be difficult to determine which one is right for you. A mortgage loan officer can provide you with information on adjustable-rate mortgages, fixed-rate mortgages, and home equity loans. They can also help you decide whether a 15-year or 30-year mortgage is right for you.

Tax Services

Lake Forest Park, WA residents can benefit from the services of tax accountants to help them reduce their tax liability and maximize their tax refund. Tax accountants can help residents understand the complex tax code and take advantage of all the deductions and credits available to them. They can also help taxpayers file their returns accurately and on time.