Best Financial Advisors in Port Angeles, WA

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Port Angeles, WA Fiduciary Financial Advisors

Financial Advisors | U.S. Bancorp Investments
Location Done, 101 W Washington St, Sequim, WA 98382, USA
Phone (360) 682-3368
Edward Jones - Financial Advisor: Lisa Millar
SEC File# 801-3297
CRD# 250
Location 112 S Del Guzzi Dr #7, Port Angeles, WA 98362, USA
Phone (360) 452-8800
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
Olympic Associates Financial
Location 2087 Black Diamond Rd, Port Angeles, WA 98363, USA
Phone (360) 452-7093
Kaylynn Investments LLC
Location 604 W 10th St, Port Angeles, WA 98362, USA
Phone (360) 457-2438
Edward Jones - Financial Advisor: Frank J Catelli
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2731 E, US-101, Port Angeles, WA 98362, USA
Phone (360) 452-0550
Balanced Books Plus
Location 2111 W 16th St, Port Angeles, WA 98363, USA
Phone (360) 452-2610
Principled Investments
Location 132 N Breakerpoint Pl, Port Angeles, WA 98363, USA
Phone (360) 457-1608
Burwell & Wolfe Inc

5 out of 5

Location 734 E 1st St A, Port Angeles, WA 98362, USA
Phone (360) 452-1500
Edward Jones - Financial Advisor: Bobby E DuBois
SEC File# 801-3297
CRD# 250
Location 623 E 8th St, Port Angeles, WA 98362, USA
Phone (360) 457-6076
Fors Financial Consulting
SEC File# 801-71546
CRD# 151298

5 out of 5

Location 1001 E Front St, Port Angeles, WA 98362, USA
Phone (360) 457-6116
Olympus Group Wealth Management
Location 917 E Front St, Port Angeles, WA 98362, USA
Phone (360) 565-7500
Edward Jones - Financial Advisor: Philip L Trowbridge, AAMS™
Location 250 W Washington St, Sequim, WA 98382, USA
Phone (360) 683-3200
EDWARD JONES
SEC File# 801-3297
CRD# 250
Location 2731 E Hwy 101, Port Angeles, WA 98362, USA
Image of Port Angeles, WA

About Port Angeles, WA

Port Angeles is located in the Olympic Peninsula in Washington. It is a popular tourist destination because of its location on the Strait of Juan de Fuca and its proximity to Olympic National Park. The city has a population of about 19,000 and is the county seat of Clallam County. Some of the city's landmarks include the Port Angeles Harbor, the Olympic National Park Visitor Center, and the Port Angeles Fine Arts Center. The top employers in the city are the Federal Government, the State of Washington, and Jefferson Healthcare. Major highways and streets in Port Angeles include U.S. Highway 101 and State Route 20. The neighborhoods in Port Angeles are generally classified as being either downtown or uptown.

Where Certified Financial Advisors in Port Angeles, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Port Angeles, WA have several banking options available to them. Local banks offer personal service, and many of them have ATMs located in convenient places throughout the city. National banks also have branches in Port Angeles, and they offer a wider range of products and services than local banks. Finally, there are online-only banks that have no physical branches but offer competitive interest rates and other features.

Insurance Broker

Residents of Port Angeles, WA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and get the benefits they deserve after an accident or other incident.

Retirement Planning

Financial advisors in Port Angeles, WA can help residents with a variety of retirement planning needs. One common need is to create a retirement plan that will ensure the retiree has enough money to cover their costs. Advisors can also help retirees invest their money in a way that will provide them with steady income throughout their retirement years. Additionally, retirees may need help navigating the complex world of social security and Medicare benefits. Financial advisors are experts in all these areas and more, and they can work with retirees to create a comprehensive retirement plan that meets their unique needs.

Wealth Management

Port Angeles, WA residents have a number of concerns when it comes to their wealth. There are many options for wealth management in the area, and each resident has unique needs that should be taken into account. A good wealth management firm will take the time to learn about each client and develop a plan specifically tailored to them. This is important, as not all plans or investment strategies are right for everyone. Residents of Port Angeles can benefit greatly from working with a skilled wealth manager who understands their individual situation and can help them make the most of their money.

Estate Planning Lawyer

Estate planning lawyers in Port Angeles, WA can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help residents avoid probate and make sure their wishes are carried out. In addition, estate planning attorneys can provide guidance on tax issues and other legal matters related to estate planning.

Mortgage Loan Officer

Mortgage loan officers in Port Angeles, WA can help residents with a variety of services related to mortgages. Some of these services include helping people find the best mortgage for their needs, helping them apply for mortgages, and helping them understand the terms of their mortgages. Mortgage loan officers can also help residents refinance their mortgages and renegotiate the terms of their loans.

Tax Services

Tax accountants can help Port Angeles, WA residents by preparing their taxes and helping them to understand the complex tax code. They can also help residents to find deductions and credits that they may be eligible for. Tax accountants can also help businesses in Port Angeles, WA to file their taxes and take advantage of any tax credits or deductions that they may be eligible for.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Port Angeles, WA