Best Financial Advisors in Longview, WA

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List of Firms

Longview, WA Fiduciary Financial Advisors

Mallard Investment Group LLC
Location 1655 Hudson St #7, Longview, WA 98632, USA
Phone (360) 232-8172
Edward Jones - Financial Advisor: Jeff Bartleson, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1555 3rd Ave Suite C, Longview, WA 98632, USA
Phone (360) 425-8505
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Ron Horn, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 755 Vandercook Way Suite 203, Longview, WA 98632, USA
Phone (360) 414-7207
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Financial Network

1 out of 5

Location 1339 Commerce Ave #207, Longview, WA 98632, USA
Phone (360) 423-1962
Edward Jones - Financial Advisor: Ryan Littlefield
SEC File# 801-3297
CRD# 250
Location 1332 Vandercook Way, Longview, WA 98632, USA
Phone (360) 425-0037
Blue Collar Financial
Location 971 14th Ave, Longview, WA 98632, USA
Phone (360) 577-7888
Northwest Financial Services
SEC File# 801-42770
CRD# 106805
Location 1330 Broadway St, Longview, WA 98632, USA
Phone (360) 577-9002
Edward Jones - Financial Advisor: Nick Lemiere, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1332 Vandercook Way, Longview, WA 98632, USA
Phone (360) 425-0037
Mebers Financial Services
Location 822 Commerce Ave, Longview, WA 98632, USA
Phone (360) 414-4223
Edward Jones - Financial Advisor: Matt Hiatt
SEC File# 801-3297
CRD# 250
Location 1432 16th Ave, Longview, WA 98632, USA
Phone (360) 577-0153
Melvin D Love & Associates
Location 1414 16th Ave, Longview, WA 98632, USA
Phone (360) 425-9345
Edward Jones - Financial Advisor: Todd P Boze, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 950 12th Ave Suite 150, Longview, WA 98632, USA
Phone (360) 762-6011
Red Canoe Financial Group
Location 1418 15th Ave, Longview, WA 98632, USA
Phone (360) 578-5335
Edward Jones - Financial Advisor: Roy D Gawlick
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1700 Hudson St Suite 201, Longview, WA 98632, USA
Phone (360) 762-6014
Financial Advisors | U.S. Bancorp Investments

1 out of 5

Location 1452 Hudson St, Longview, WA 98632, USA
Phone (360) 577-3211
ReNu Financial Concepts
Location 1239 21st Ave, Longview, WA 98632, USA
Phone (360) 430-7060
Continental Investors Services
Location 1330 Broadway St, Longview, WA 98632, USA
Beacon Trustee Services
Location 1655 Hudson St #4, Longview, WA 98632, USA
Phone (360) 232-8351
Lampitt James E CPA
Location 1424 14th Ave, Longview, WA 98632, USA
Phone (360) 423-4520
Woeller Financial Services LLC

5 out of 5

Location 1263 Commerce Ave, Longview, WA 98632, USA
Phone (360) 270-4120
Fibre Federal Credit Union

4 out of 5

Location 800 Washington Way, Triangle Shopping Center, Longview, WA 98632, USA
Phone (800) 205-7872
Fred Kemp Agency
Location PO Box 487, Longview, WA 98632, USA
Phone (360) 577-3938
Fibre Federal Credit Union

4 out of 5

Location 822 Commerce Ave, Longview, WA 98632, USA
Phone (360) 423-8750
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About Longview, WA

Longview is a city in Washington located along the Columbia River. It is home to about 36,000 people and is the county seat of Cowlitz County. Some of the city's landmarks include the Cowlitz Indian Museum, the Silver Creek Falls, and the Mount St. Helens National Monument. The top employers in Longview are Weyerhaeuser, Millennium Bulk Terminals-Longview, and Columbia Forest Products. Major highways and streets in Longview include Highway 4, Highway 8, and Interstate 5. The city's neighborhoods include North Longview, West Longview, and East Longview.

Where Certified Financial Advisors in Longview, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Longview, WA have a number of banking options to choose from. Banks offer a variety of services, including checking and savings accounts, loans, and mortgages. They also offer a wide range of other services, such as online banking, bill pay, and mobile banking. And many banks now offer free ATMs nationwide. So it's easy for Longview residents to find a bank that meets their needs.

Insurance Broker

There are many different types of insurance brokers Longview, WA residents can go to for help. Each broker offers a unique set of services and products, so it is important to do your research before choosing one. Some brokers specialize in certain types of insurance, such as health or auto, while others deal with a variety of policies. No matter what type of broker you choose, they can help you find the best rates and coverage for your needs.

Retirement Planning

Longview, WA residents have several options when it comes to retirement planning. They can work with a financial advisor to create a plan that best suits their needs, or they can opt for a more do-it-yourself approach. No matter which route they choose, there are a few key things that all Longview residents should keep in mind when planning for retirement.

Wealth Management

Longview, WA residents may be interested in learning about the benefits of wealth management. Wealth management can help individuals and families protect their assets and grow their wealth over time. There are a number of different services that fall under the umbrella of wealth management, including estate planning, investment planning, and tax planning. Wealth managers can help Longview residents make smart financial decisions that will benefit them in the long run.

Estate Planning Lawyer

Estate planning lawyers in Longview, WA can help residents protect their assets and plan for the future. When it comes to estate planning, there are a lot of things to consider. A lawyer can help you choose the right type of trust or will, and can also help you with tax planning and asset protection. Planning ahead is important, especially if you have a family or a business. Working with an estate planning lawyer can ensure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Longview, WA can help residents with a wide variety of home-related needs. For example, they can work with residents to find the best mortgage products available, as well as provide guidance on home buying and refinancing. Mortgage loan officers can also assist residents who are interested in remodeling or repairing their homes. In short, these professionals are a valuable resource for anyone who wants to buy or improve a home in Longview, WA.

Tax Services

Tax accountants can help Longview, WA residents by preparing their tax returns. They can also help them understand their tax obligations and how to meet them. Tax accountants can also advise Longview, WA residents on ways to reduce their tax liability.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Longview, WA