Best Financial Advisors in Redmond, WA

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List of Firms

Redmond, WA Fiduciary Financial Advisors

Joslin Capital Advisors, LLC
SEC File# 801-110760
CRD# 288285
Location 11431 Willows Rd Suite 120, Redmond, WA 98052, USA
Phone (425) 688-0555
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: Chiaki Hirate, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 7293 West Lake Sammamish Pkwy NE, Redmond, WA 98052, USA
Phone (425) 883-8698
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
Edward Jones - Financial Advisor: Justin Weinstein
Location 16150 NE 85th St #101, Redmond, WA 98052, USA
Phone (425) 883-8203
Gregg M Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7530 164th Ave NE A116, Redmond, WA 98052, USA
Phone (425) 558-3835
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Cashman Consulting
Location 18300 Redmond Way Suite 100, Redmond, WA 98052, USA
Phone (855) 895-8676
Financial Advisors | U.S. Bancorp Investments
Location 15000 NE 24th St, Redmond, WA 98052, USA
Phone (425) 637-2430
Edward Jones - Financial Advisor: Mike De Stefano, CFP®|AAMS™
Location 16150 NE 85th St #101, Redmond, WA 98052, USA
Phone (425) 883-8203
Quinn & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7530 164th Ave NE Ste A116, Redmond, WA 98052, USA
Phone (425) 558-3835
Lewis Race - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 7530 164th Ave NE A116, Redmond, WA 98052, USA
Phone (425) 558-3835
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 16710 NE 79th St, Redmond, WA 98052, USA
Phone (425) 867-5079
The Retirement Solution Inc.
SEC File# 801-113783
CRD# 148106

4 out of 5

Location 18300 Redmond Way #250, Redmond, WA 98052, USA
Phone (425) 558-3700
Edward Jones - Financial Advisor: Deana Hale
SEC File# 801-3297
CRD# 250
Location 17887 Redmond Way Ste 125, Redmond, WA 98052, USA
Phone (425) 861-0870
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 16141 Cleveland St Suite A, Redmond, WA 98052, USA
Phone (425) 867-5187
Bean Financial Advisors Inc
Location 16640 NE 83rd St, Redmond, WA 98052, USA
Phone (425) 702-1973
Edward Jones - Financial Advisor: Rick H Miller, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 13200 Old Redmond Rd Ste 103, Redmond, WA 98052, USA
Phone (425) 497-9311
Edward Jones - Financial Advisor: Tracy Crowley, AAMS™
Location 8103 164th Ave NE, Redmond, WA 98052, USA
Phone (425) 881-7054
LPL Financial
Location 7525 166th Ave NE, Redmond, WA 98052, USA
Phone (425) 883-4646
Ameriprise
Location 164th Ave NE, Redmond, WA 98052, USA
Personal Investment Management, Inc.
SEC File# 801-16254
CRD# 107829
Location 22500 NE Marketplace Dr Suite 203, Redmond, WA 98053, USA
Phone (425) 883-7990
Private Advisory Group
SEC File# 801-79100
CRD# 170043

5 out of 5

Location 16880 NE 79th St, Redmond, WA 98052, USA
Phone (425) 498-2320
Raymond James Financial Services
Location 8862 161st Avenue Northeast, Redmond, WA 98052, USA
Phone (503) 350-3317
Nevis Financial
Location 16150 NE 85th St #204, Redmond, WA 98052, USA
Phone (425) 882-4349
Merrill Edge
Location 2400 148th Ave NE, Redmond, WA 98052, USA
Phone (425) 373-3564
Financial Advisors | U.S. Bancorp Investments
Location 17020 Redmond Way, Redmond, WA 98052, USA
Phone (425) 558-9722
Krammer Financial
Location 11444 176th Pl NE, Redmond, WA 98052, USA
Phone (425) 968-5382
Fearless Wealth, INC
Location 24145 NE 122nd St, Redmond, WA 98053, USA
Phone (650) 257-0207
Integrity Financial Corporation
SEC File# 801-107275
CRD# 137125

5 out of 5

Location 2821 Northup Way # 120, Bellevue, WA 98004, USA
Phone (800) 794-4015
Modestspark

1 out of 5

Location 7635 159th Place NE, Suite C Redmond, Washington 98052, 7635 159th Pl NE c, Redmond, WA 98052, USA
Phone (206) 854-5617
Land Advisors Organization Washington

5 out of 5

Location 8015 165th Ave NE, Redmond, WA 98052, USA
Phone (425) 526-7555
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About Redmond, WA

Redmond is located in the state of Washington and is part of King County. The city has a population of approximately 63,000 people and is known for its high-tech industry, which is home to Microsoft and Nintendo of America. Redmond's top employers also include Google, Facebook, T-Mobile, and AT&T. Major highways and streets in Redmond include SR 520, I-405, NE 8th St., and 164th Ave NE. The city's neighborhoods include Overlake, Redmond Ridge, Education Hill, and Old Redmond.

Where Certified Financial Advisors in Redmond, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Redmond, Washington is a city located in King County and it is home to major companies like Microsoft and Nintendo of America. Redmond is also home to many banks, which offer a variety of services to the residents of Redmond. These services include checking and savings accounts, loans, credit cards, and mortgages. In addition, many banks have online banking options that allow customers to conduct transactions from their computer or mobile device.

Insurance Broker

If you live in Redmond, WA and are looking for insurance, you may want to consider working with a broker. Brokers can help you find the best rates and coverage options available, and they can also provide advice on what policies would be best for your needs. Brokers have access to a variety of insurance companies, so they can compare rates and find the best deal for you. They can also advise you on things like whether or not you need flood or earthquake insurance. And if something happens and you need to file a claim, brokers will be there to help guide you through the process.

Retirement Planning

Financial advisors in Redmond, WA can help residents with retirement planning by providing expert advice on how to save for retirement and manage expenses during retirement. Advisors can also help residents plan for unexpected events that may occur during retirement, such as illness or job loss. Additionally, advisors can work with residents to create a budget that will allow them to live comfortably during retirement.

Wealth Management

Redmond, WA is known for its high-tech industry and wealth management is one of the most important services that this city provides. Wealth management can help Redmond residents protect their assets, grow their money, and plan for their future. There are many different types of wealth management services available, so it's important to find the right one for your needs.

Estate Planning Lawyer

Estate planning lawyers in Redmond, WA can help residents protect their estate and ensure that their loved ones are taken care of after they die. This type of legal professional can help residents create wills, trusts, and other documents that will help them manage their assets while they are still alive and designate who will inherit those assets when they die. In addition, estate planning lawyers can advise residents on tax issues related to inheritance and estate planning.

Mortgage Loan Officer

Mortgage loan officers in Redmond, WA can help residents by providing them with the best mortgage rates and products available. By shopping around for a mortgage, residents can get the best deal on their home and save money in the long run. Loan officers can also help residents understand the mortgage process and find the right product for their needs.

Tax Services

Tax accountants in Redmond, WA can help residents with their taxes and also provide other services. They can help residents understand their tax situation, find deductions and credits, and prepare their returns. They can also provide assistance with estate and gift taxes, retirement planning, and other financial matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Redmond, WA