Best Financial Advisors in Mercer Island, WA

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Mercer Island, WA Fiduciary Financial Advisors

Wiegand Financial Group
5 out of 5
Location 7900 SE 28th St 5th Floor, Mercer Island, WA 98040, USA
Phone (206) 932-5890
Financial Life Advisor
Location 3047 78th Ave SE #203, Mercer Island, WA 98040, USA
Phone (206) 850-5280
Melton Capital Management
Location 9725 SE 36th St Suite 303, Mercer Island, WA 98040, USA
Phone (206) 832-1658
David B Richardson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9725 SE 36th St Ste 210, Mercer Island, WA 98040, USA
Phone (206) 453-3506
Northwest Asset Management
SEC File# 801-69483
CRD# 147923
5 out of 5
Location Rosauer Plaza, 2835 82nd Ave SE #300, Mercer Island, WA 98040, USA
Phone (206) 838-3680
Erin Scannell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Butler Wealth Management
Location 7900 SE 28th St Suite 300, Mercer Island, WA 98040, USA
Phone (206) 735-7700
Ryan Flynn - Raymond James
Location 7525 SE 24th St, Mercer Island, WA 98040, USA
Phone (206) 284-5300
Anthony Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Bank of America (with Drive-thru ATM)
2 out of 5
Location 2830 80th Ave SE, Mercer Island, WA 98040, USA
Phone (206) 358-2387
Olde Wealth Management
5 out of 5
Location 11201 SE 8th St #150, Bellevue, WA 98004, USA
Phone (425) 495-7484
Kerry Wate - Financial Advisor, Ameriprise Financial Services, LLC
Location 929 108th Ave NE Ste 1200, Bellevue, WA 98004, USA
Phone (425) 372-4724
Steven Djordjevich
5 out of 5
Location 7900 SE 28th St #242, Mercer Island, WA 98040, USA
Phone (206) 902-7575
Financial Advisors in Mercer Island, WA

Where Certified Financial Advisors in Mercer Island, WA Serve

Mercer Island is located in Washington State and is considered a suburb of Seattle. The island has a population of around 23,000 and is approximately 5 miles long and 2 miles wide. Some of the landmarks on Mercer Island include the Mercer Island Community and Event Center, St. Monica's Episcopal Church, and the Lid Park. The top employers on Mercer Island are Microsoft, Google, Amazon, and Boeing. The major highways and streets on Mercer Island are I-90 and 520, as well as Island Crest Way, 80th Avenue SE, and SE 27th Street. The neighborhoods on Mercer Island are North End, South End, East Side, and West Side.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Mercer Island, WA have a wide variety of banking services to choose from. The big banks, such as Chase and Bank of America, offer a full range of products and services, including checking and savings accounts, loans, mortgages, and credit cards. Smaller community banks also offer a variety of products, but they often specialize in certain areas, such as home mortgages or small business loans. And online-only banks like Ally Bank offer even more choices, with no physical branches at all.

Insurance Broker

If you live in Mercer Island, WA and are looking for insurance, you may want to consider working with a broker. Brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and navigate the insurance process. If you're looking for peace of mind, working with a broker may be the right choice for you.

Retirement Planning

The Mercer Island, WA community is filled with retirees who are looking for assistance with their retirement planning. Financial advisors can be a tremendous help to those in this community by providing sound advice and guidance when it comes to investing for retirement. Advisors can also work closely with retirees to create a budget that will help them make the most of their retirement savings. In addition, they can offer tips on how to reduce expenses and make the most of Social Security benefits. Those in the Mercer Island, WA community who are looking for assistance with their retirement planning would be wise to consult with a financial advisor.

Wealth Management

Wealth management is an important service for residents of Mercer Island, WA. Here are four reasons why: 1. Wealth management can help you save money on taxes. 2. Wealth management can help you grow your money faster. 3. Wealth management can help you avoid costly mistakes with your investments. 4. Wealth management can provide peace of mind and security in difficult times.

Estate Planning Lawyer

Estate planning lawyers can help Mercer Island, WA residents protect their assets and plan for the future. When it comes to estate planning, there are a lot of things to consider. Lawyers can help you figure out what's best for you and your family, and they can make the process much easier. If you live on Mercer Island, it's important to find an estate planning lawyer who knows the area well. This will ensure that your plan is tailored specifically to meet your needs.

Mortgage Loan Officer

Mortgage loan officers in Mercer Island, WA can help residents by providing them with information on the different types of mortgages available. They can also help residents to find the best mortgage for their needs and budget. In addition, mortgage loan officers can assist residents in the application process, and they can help to ensure that the process goes smoothly.

Tax Services

Tax accountants can help Mercer Island, WA residents by preparing their tax returns and helping them to understand their tax obligations. They can also provide advice on how to minimize their tax liability and maximize their tax savings. Tax accountants can also help businesses in Mercer Island, WA to manage their taxes and comply with all relevant tax laws.

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FAQs About Personal Financial Advisors in Mercer Island, WA