Best Financial Advisors in Olympia, WA

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List of Firms

Olympia, WA Fiduciary Financial Advisors

Stapp Wealth Management, PLLC
SEC File# 801-123102
CRD# 116553

5 out of 5

Location 1800 Cooper Point Rd SW STE 10, Olympia, WA 98502, USA
Phone (360) 754-8895
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Joanne Wofford - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 400 Union Ave SE Ste 200, Olympia, WA 98501, USA
Phone (360) 528-2944
Edward Jones - Financial Advisor: Sarah C Keister, CRPC®

5 out of 5

Location 3009 Pacific Ave SE Ste 101, Olympia, WA 98501, USA
Phone (360) 352-6347
Advitica Financial Planning
Location 2709 Hampton Ct SE, Olympia, WA 98501, USA
Phone (360) 292-9314
Edward Jones - Financial Advisor: Elizabeth McCullough, AAMS™|CRPC®|CRPS®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1324 Harrison Ave NW, Olympia, WA 98502, USA
Phone (360) 764-8753
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Kiley Juergens Wealth Management LLC
SEC File# 801-70467
CRD# 151088

4 out of 5

Location 2409 Pacific Ave SE, Olympia, WA 98501, USA
Phone (360) 350-4747
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Prentice Financial Planning, LLC

5 out of 5

Location 2407 Pacific Ave SE suite a, Olympia, WA 98501, USA
Phone (360) 754-0490
Byrne & Company Wealth Management, LLC
SEC File# 801-123593
CRD# 160581
Location Fiddlehead Marina Building, 611 Columbia St NW #2d, Olympia, WA 98501, USA
Phone (360) 338-0645
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Weston S Weller Sr, CFP®|AAMS™
Location 324 W Bay Dr NW Suite 103, Olympia, WA 98502, USA
Phone (360) 943-5844
Edward Jones - Financial Advisor: Kevin Evoy

5 out of 5

Location 105 8th Ave SE Suite 101, Olympia, WA 98501, USA
Phone (360) 754-4741
Financial Advisors | U.S. Bancorp Investments
Location 402 Capitol Way S, Olympia, WA 98501, USA
Phone (360) 570-0459
George Zelenak - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3929 Martin Way E ste f, Olympia, WA 98506, USA
Phone (360) 438-1611
CAPSTONE Investment Group, LLC
SEC File# 801-121820
CRD# 159918

4 out of 5

Location 2405 Evergreen Park Dr SW Bldg A, Olympia, WA 98502, USA
Phone (360) 570-9888
Merrill Lynch Wealth Management

1 out of 5

Location 111 Market St NE Suite 300, Olympia, WA 98501, USA
Phone (360) 570-3960
Edward Jones - Financial Advisor: Cara MacMillan

5 out of 5

Location 830 Sleater Kinney Rd NE Suite A, Olympia, WA 98506, USA
Phone (360) 628-8620
Edward Jones - Financial Advisor: Kristen Rudy
SEC File# 801-3297
CRD# 250
Location 2968 Limited Ln NW B, Olympia, WA 98502, USA
Phone (360) 352-4500
Morgan Stanley
SEC File# 801-70103
CRD# 149777

5 out of 5

Location 724 Columbia St NW #350, Olympia, WA 98501, USA
Phone (360) 943-2300
Edward Jones - Financial Advisor: Dan Young, CFP®|AAMS™

4 out of 5

Location 2008 Caton Way SW Suite 203-B1, Olympia, WA 98502, USA
Phone (360) 705-1690
SoundView Advisors
Location 4306, 1441 W Bay Dr NW #201, Olympia, WA 98502, USA
Phone (206) 682-7713
Sawston Wealth Management, LLC

5 out of 5

Location 2010 Caton Way SW #204, Olympia, WA 98502, USA
Phone (360) 464-2025
Financial Advocates

5 out of 5

Location 1601 Cooper Point Rd NW, Olympia, WA 98502, USA
Phone (360) 866-2345
Steele Capital Management
SEC File# 801-50636
CRD# 107097
Location 400 Union Ave SE Suite 200, Olympia, WA 98501, USA
Phone (360) 464-2979
Merrill Lynch Wealth Management Advisor Michael P Eberly
Location 111 Market St NE Suite 300, Olympia, WA 98501, USA
Phone (360) 570-3990
Robert Alspaugh - Thrivent
Location 1624 4th Ave E, Olympia, WA 98506, USA
Phone (360) 438-6879
Merrill Lynch Wealth Management Advisor Benjamin E Witten
Location 111 Market St NE Suite 300, Olympia, WA 98501, USA
Phone (360) 570-3963
Cornerstone Financial Strategies - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 Union Ave SE Ste 200, Olympia, WA 98501, USA
Phone (360) 528-2944
Yates Investment Group
Location 209 4th Ave E, Olympia, WA 98501, USA
Phone (360) 956-1104
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About Olympia, WA

Olympia is the capital of Washington state and home to about 48,000 people. The city's top employers are the state government and Saint Martin's University. Major highways and streets include Interstate 5 and State Route 101. Some neighborhoods in Olympia include Eastside, Lacey, Tumwater, and West Olympia.

Where Certified Financial Advisors in Olympia, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Olympia, WA have a number of banking services to choose from. Bank of America, for example, offers a wide range of products and services to its customers, including checking and savings accounts, loans, mortgages, and credit cards. In addition, Bank of America also provides online banking and mobile banking services that allow customers to access their account information and conduct transactions 24 hours a day, 7 days a week.

Insurance Broker

Olympia, WA residents can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can help residents file claims and navigate the complex world of insurance.

Retirement Planning

Many Olympia, WA residents are looking for help with their retirement planning. Financial advisors can be a great resource for this type of planning. They can help people figure out how much money they will need to retire, and what they can do to save for retirement. Advisors can also help people invest their money wisely so that they can maximize their returns.

Wealth Management

Olympia, WA residents have a lot to gain from wealth management. The first step in effective wealth management is to understand your net worth. This includes all of your assets (property, savings, investments, etc.) minus all of your liabilities (mortgages, loans, credit card debts, etc.). Once you know your net worth, you can start making decisions about what to do with the money you have. There are many different options for investing your money each with its own risks and rewards. A professional financial advisor can help you navigate these waters and make smart choices about how to grow your wealth. They can also help you plan for retirement and other long-term goals. Olympia residents who want to make the most of their money should consider seeking out a qualified financial advisor.

Estate Planning Lawyer

Estate planning lawyers in Olympia, WA can help residents protect their assets and plan for the future. There are a variety of legal tools that estate planning attorneys can use to help residents of Olympia, WA secure their financial futures. Wills, trusts, and power of attorney documents are all important pieces of an effective estate plan. Estate planning attorneys can also help residents avoid common probate mistakes. By working with an experienced estate planning lawyer, Olympia, WA residents can feel confident that they are taking the necessary steps to protect themselves and their families.

Mortgage Loan Officer

Mortgage loan officers in Olympia, WA can help residents with a wide variety of services, including home buying, refinancing, and more. They can also provide advice on the best options for each individual resident, depending on their needs. By working with a mortgage loan officer, residents can get the best rates and terms for their mortgage, ensuring that they are able to afford their home comfortably.

Tax Services

Tax accountants can help Olympia, WA residents reduce their taxable income. By working with the tax accountants, residents can find deductions and credits that they may be eligible for. This can save them money on their taxes and help them keep more of their hard-earned money. Tax accountants can also help residents file their taxes correctly and on time. This can help avoid any penalties or fines that may be assessed.

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FAQs About Personal Financial Advisors in Olympia, WA