Best Financial Advisors in Lewiston, ID

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List of Firms

Lewiston, ID Fiduciary Financial Advisors

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Zions Bank Lewiston
3 out of 5
Location 2997 Thain Grd, Lewiston, ID 83501, USA
Phone (208) 746-0151
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Edward Jones - Financial Advisor: Dean Roy, AAMS™
5 out of 5
Location 1024 16th Ave Suite C, Lewiston, ID 83501, USA
Phone (208) 798-4742
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Edward Jones - Financial Advisor: Stephanie A Johnson
5 out of 5
Location 517 Thain Rd, Lewiston, ID 83501, USA
Phone (208) 746-7167
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Canner Financial - Northwestern Mutual
Location 301 D St B, Lewiston, ID 83501, USA
Phone (208) 743-8561
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Edward Jones - Financial Advisor: Brady S Arnone
Location 919 Highland Ave B, Clarkston, WA 99403, USA
Phone (509) 254-5779
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G W Pomeroy Financial Services
Location 330 Main St Byp, Lewiston, ID 83501, USA
Phone (208) 743-9431
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Crawford Financial Services
Location 3640 Country Club Ct, Lewiston, ID 83501, USA
Phone (208) 743-6716
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Edward Jones - Financial Advisor: Trevor E Arnone
4 out of 5
Location 1455 G St Suite 101, Lewiston, ID 83501, USA
Phone (208) 746-2308
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Elder Care Financial, LLC
5 out of 5
Location 504, 83501 Main St Byp Suite 132, Lewiston, ID 83501, USA
Phone (208) 553-8634
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Edward Jones - Financial Advisor: Jessica Riehle
Location 740 5th St, Clarkston, WA 99403, USA
Phone (509) 751-1610
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Financial Advisors in Lewiston, ID

Where Certified Financial Advisors in Lewiston, ID Serve

Lewiston, ID is a charming city located in the northwestern region of the United States. It is home to several notable landmarks, including the Sacajawea State Park, which offers breathtaking views of the Snake River and is a popular spot for hiking and picnicking. The city is also home to the Lewis-Clark State College, which is renowned for its excellent academic programs and vibrant student life. When it comes to top employers, Lewiston boasts a diverse range of businesses, including the St. Joseph Regional Medical Center, the Potlatch Corporation, and the Clearwater Paper Corporation. These companies provide a wealth of employment opportunities for residents and contribute significantly to the local economy. In terms of major highways and streets, Lewiston is situated at the intersection of several key transportation routes, including U.S. Route 12 and Idaho State Highway 129.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lewiston, ID are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches. Lewiston has several local and national banks with physical locations throughout the city, making it easy for residents to access banking services in person. Additionally, many banks offer online and mobile banking options, allowing residents to manage their finances from the comfort of their own homes. One thing that sets Lewiston apart from other cities is its strong sense of community. Many of the local banks in Lewiston pride themselves on their personalized customer service and commitment to supporting the local economy. This means that residents can expect to receive a high level of care and attention when banking in Lewiston.

Insurance Broker

Residents of Lewiston, ID can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance on the best insurance policies for their specific needs. For example, Lewiston is located in a flood-prone area, so an insurance broker can help residents navigate the complexities of flood insurance and ensure they are properly covered in case of a disaster. Additionally, an insurance broker can help residents understand the different options for health insurance, which is particularly important given the high healthcare costs in the area. By working with an insurance broker, residents of Lewiston can have peace of mind knowing they have the right coverage for their unique circumstances.

Retirement Planning

Residents of Lewiston, ID could greatly benefit from the services of a retirement planner. With its strong ties to the timber industry and a large population of retirees, the community has specific financial needs that a skilled planner can address. For example, a planner could help residents navigate the complexities of social security and pension plans, ensuring that they maximize their benefits. Additionally, they could provide guidance on investment strategies, tax planning, and estate planning. With the cost of living in Lewiston, ID being slightly higher than the national average, a retirement planner could be instrumental in helping residents achieve their financial goals and maintain their quality of life in retirement.

Wealth Management

Residents of Lewiston, ID could benefit from a wealth manager in several ways. For example, a wealth manager could help them save for retirement, manage their investments, and plan for their children's education. Additionally, a wealth manager could assist residents in Lewiston, ID with estate planning and tax strategies. One specific aspect of Lewiston, ID that a wealth manager could address is the high cost of healthcare in the area. A wealth manager could work with residents to create a financial plan that takes into account the potential expenses associated with healthcare and ensures that they are prepared for any unexpected medical costs. Overall, a wealth manager can provide valuable financial guidance and support to residents of Lewiston, ID.

Mortgage Loan Officer

Residents of Lewiston, ID can benefit greatly from the services of a mortgage loan officer. They can help residents secure a mortgage loan to purchase their dream home or refinance their existing mortgage to save money. With the unique geography of Lewiston, ID, which is situated at the confluence of the Snake and Clearwater rivers, a mortgage loan officer can also provide guidance on flood insurance requirements and other home insurance policies. Additionally, a mortgage loan officer can help residents navigate the local real estate market and find the best loan options that suit their financial needs. With their expertise and knowledge, a mortgage loan officer can make the home buying process in Lewiston, ID smoother and stress-free.

Tax Services

Residents of Lewiston, ID can benefit greatly from the expertise of a tax advisor. With a population of just over 32,000, Lewiston is a small city that is home to many individuals and families who may need assistance navigating the complexities of the tax system. A tax advisor can help residents of Lewiston by providing guidance on tax planning, preparing tax returns, and ensuring compliance with tax laws and regulations. Additionally, with Lewiston being located in Idaho, which has its own unique tax laws, a tax advisor can help residents take advantage of any state-specific tax credits or deductions that may be available to them. Overall, a tax advisor can provide valuable support to residents of Lewiston, ID, helping them to minimize their tax burden and ensure that they are in good standing with the IRS and state tax authorities.

Estate Planning Lawyer

Residents of Lewiston, ID can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents is by helping them create a comprehensive estate plan that meets their unique needs and goals. This includes drafting wills, trusts, and powers of attorney, as well as providing guidance on issues such as tax planning and asset protection. Additionally, an estate planning lawyer can help Lewiston residents navigate the complex probate process and ensure that their assets are distributed according to their wishes. With a large population of retirees in Lewiston, an estate planning lawyer can also provide valuable advice on long-term care planning and Medicaid eligibility. Overall, working with an estate planning lawyer can provide Lewiston residents with peace of mind and ensure that their loved ones are taken care of in the future.

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