Best Financial Advisors in Lynnwood, WA

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Lynnwood, WA Fiduciary Financial Advisors

Edelman Financial Engines
SEC File# 801-55196
CRD# 104510

1 out of 5

Location 20700 44th Ave W Suite 240, Lynnwood, WA 98036, USA
Phone (833) 752-6333
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 – 5:00 PM Saturday: Closed Sunday: Closed
Wallace Gary
Location 16825 48th Ave W #135th, Lynnwood, WA 98037, USA
Phone (425) 412-3995
Wells Fargo Advisors Financial Network
SEC File# 801-57434
CRD# 11025
Location 16825 48th Ave W Suite 450, Lynnwood, WA 98037, USA
Phone (425) 368-3134
Edward Jones - Financial Advisor: Mike Ferrera
Location 18401 76th Ave W Suite 101, Edmonds, WA 98026, USA
Phone (425) 778-3696
Wells Fargo Advisors
Location 4325 198th St SW, Lynnwood, WA 98036, USA
Phone (425) 775-4538
Sound Financial NW
Location 4620 200th St SW #G, Lynnwood, WA 98036, USA
Phone (425) 778-9025
Level Bc Financial Solutions
Location Lynnwood, WA 98037, USA
Phone (425) 442-8340
Ryan Jensen Financial
Location 4210 198th St SW Lecture Classroom, Lynnwood, WA 98036, USA
Phone (206) 799-7510
Location 16825 48th Ave W #322, Lynnwood, WA 98037, USA
Phone (425) 787-5218
Location PO Box 6038, Edmonds, WA 98026, USA
Phone (425) 787-0398
Edward Jones - Financial Advisor: Jason J Pouliott, AAMS™
SEC File# 801-3297
CRD# 250
Location 21920 76th Ave W Suite 102, Edmonds, WA 98026, USA
Phone (425) 775-6740
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About Lynnwood, WA

Lynnwood, WA is a city in Snohomish County, Washington, United States. It is located halfway between Seattle and Everett, and is part of the Seattle metropolitan area. The population was 36,848 at the 2010 census. Major landmarks in Lynnwood include Alderwood Mall, which is the largest shopping mall in Snohomish County and the fifth largest in the state of Washington. Other major employers in Lynnwood include Boeing, Providence Regional Medical Center-Everett, and Bastyr University. Major highways and streets in Lynnwood include I-5, SR 99, and 164th Street SW. Neighborhoods in Lynnwood include Alderwood Manor, Mariner, Meadowdale, Mountlake Terrace, and North Lynnwood.

Where Certified Financial Advisors in Lynnwood, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Lynnwood, WA offer a variety of services to their customers. These services can include checking and savings accounts, loans, mortgages, and investment advice. In addition, banks can provide other financial services such as credit cards and debit cards. They may also offer online banking and mobile banking for their customers who prefer to do their banking remotely.

Insurance Broker

Most people in Lynnwood, WA don't know that insurance brokers can help them save money on their car insurance. Insurance brokers are experts in the field of car insurance, and they can help you find the best rates possible. They work with a variety of different insurers, so they have a lot of options to choose from. Additionally, insurance brokers can help you file claims and get your money back if something goes wrong. They're there to help you every step of the way, so don't be afraid to call one if you need assistance.

Retirement Planning

Financial advisors can help Lynnwood, WA residents with retirement planning in a number of ways. For example, they can help people figure out how much money they will need to retire, and come up with a plan to save that money. Advisors can also help people invest their money wisely so that it will grow over time. And finally, advisors can offer advice on when to start withdrawing money from retirement accounts, in order to make the most of the funds available.

Wealth Management

Lynnwood, WA residents who are looking for a comprehensive wealth management plan can benefit from the services of a qualified financial planner. A good financial planner can help you with all aspects of your finances, including retirement planning, investment advice, and estate planning.

Estate Planning Lawyer

Estate planning lawyers in Lynnwood, WA can help residents protect their property and plan for the future. By creating a will or trust, estate planning attorneys can ensure that your assets are distributed according to your wishes after you die. They can also help you designate guardians for your children in the event that something happens to you. And if you have a business, an estate planning lawyer can help you make arrangements for its continuation after your death.

Mortgage Loan Officer

Mortgage loan officers in Lynnwood, WA can help residents looking to purchase a new home or refinance their current mortgage. Mortgage loan officers have the knowledge and experience to guide you through the process of securing a mortgage and will work with you to find the best mortgage product for your needs. They can also help you understand the different types of mortgages available, so you can make an informed decision about which one is right for you.

Tax Services

Residents of Lynnwood, WA can benefit from the services of tax accountants. These professionals can help taxpayers understand and meet their tax obligations, as well as take advantage of deductions and credits to reduce their tax burden. Tax accountants can also represent taxpayers before the IRS in the event of an audit.


FAQs About Personal Financial Advisors in Lynnwood, WA