Best Financial Advisors in San Juan County, WA

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List of Firms

San Juan County, WA Fiduciary Financial Advisors

UBS Financial Services
SEC File# 801-7163
CRD# 8174
Location 1912 Channel Rd, Orcas, WA 98280, USA
Phone (360) 376-4379
Cascadia Financial Group
Location 2415 T Ave UNIT 202, Anacortes, WA 98221, USA
Phone (360) 293-5400
Mastholm Asset Management
Location Eastsound, WA 98245, USA
Phone (360) 376-2810
Amy Schwab - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 902 7th St, Anacortes, WA 98221, USA
Phone (360) 293-2024
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
Rodney Mott - Thrivent
Location 1601 R Ave, Anacortes, WA 98221, USA
Phone (360) 298-5718
EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
Location 650 Mullis St # 101, Friday Harbor, WA 98250, USA
Phone (360) 378-3022
SMB Financial Services
SEC File# 801-116704
CRD# 154216
Location 323 Willis Ln, Olga, WA 98279, USA
Phone (360) 376-6160
Richard Ruggieri - Thrivent
Location 1601 R Ave, Anacortes, WA 98221, USA
Phone (360) 333-9838
Kingman Financial LLC
Location 221 A St, Eastsound, WA 98245, USA
Phone (360) 376-5375
Santonocito and Associates
Location 206 Sunrise Bluff Ln, Olga, WA 98279, USA
Phone (425) 830-6612
Edward Jones - Financial Advisor: Jonathan M Piff, AAMS¿
SEC File# 801-3297
CRD# 250
Location 849 Spring St Suite B-1, Friday Harbor, WA 98250, USA
Phone (360) 378-5071
Eastsound Capital Advisors, LLC dba Capital Advisors 360, LLC
Location 329 Dolphin Bay Rd, Eastsound, WA 98245, USA
Phone (888) 452-5260
Edward Jones - Financial Advisor: Frank Ellars, AAMS™
SEC File# 801-3297
CRD# 250
Location 1633 Birchwood Ave Suite 101, Bellingham, WA 98225, USA
Phone (360) 527-1414
Trail Financial Planning LLC

5 out of 5

Location 214 N Commercial St, Bellingham, WA 98225, USA
Phone (360) 399-6486
Colin Sands - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 902 7th St, Anacortes, WA 98221, USA
Phone (360) 293-2024
Edward Jones - Financial Advisor: Rhea E Booth
Location 12 Bellwether Way Suite 106, Bellingham, WA 98225, USA
Phone (360) 752-9193
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 3130 Howe Pl #103, Bellingham, WA 98226, USA
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About San Juan County, WA

San Juan County is located in the northwestern part of Washington and is made up of three distinct islands: Orcas, San Juan, and Lopez. The county seat is Friday Harbor on San Juan Island. The largest city is Eastsound on Orcas Island. Some of the most notable landmarks in San Juan County include Mount Constitution on Orcas Island, American Camp on San Juan Island, and Lime Kiln Point State Park on San Juan Island. The top employers in San Juan County are Quilter's Inn (a hotel), Roche Harbor Resort (a resort), and Lopez Island Creamery (a dairy farm). Major highways and streets in San Juan County include SR 20, which runs the length of the county from east to west, and SR 305, which connects Eastsound and Friday Harbor. Neighborhoods in San Juan County include Moran State Park on Orcas Island, Doe Bay on Orcas Island, Olga on Orcas Island, Shaw Island, West Sound on Orcas Island, Friday Harbor, and Eastsound.

Where Certified Financial Advisors in San Juan County, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and in San Juan County, WA they provide a variety of essential services. Some banks offer traditional checking and savings accounts, while others offer more specialized products like certificates of deposit or individual retirement accounts. Many banks also offer loans, both personal and business, as well as credit cards. In addition, many banks have ATMs located throughout the county for customer convenience.

Insurance Broker

San Juan County, WA is a rural area with a population of about 16,000 people. The main industries in the county are agriculture and tourism. Residents of San Juan County can benefit from the services of insurance brokers to help them find the best policies for their needs.

Retirement Planning

San Juan County, WA is a great place to retire. It has a low cost of living, beautiful natural scenery, and plenty of recreational opportunities. Financial advisors can help San Juan County residents plan their retirement by helping them save for the future and make the most of their retirement savings. Advisors can also help retirees stay on top of their finances by providing advice on how to manage their income and expenses in retirement.

Wealth Management

San Juan County, WA is a rural area that has been hit hard by the recession. Wealth management can help residents of San Juan County to protect their assets and to make sound financial decisions. Wealth management can also help residents to save money and to invest in their future.

Estate Planning Lawyer

Estate planning lawyers in San Juan County, WA can help residents with a wide range of legal issues related to estate planning. This includes drafting wills, trusts, and other legal documents related to estate planning; helping residents navigate the complex probate process; and providing guidance on tax implications associated with estate planning. Estate planning lawyers can also provide advice on choosing the right beneficiaries for your estate and helping you plan for long-term care needs.

Mortgage Loan Officer

Mortgage loan officers can help San Juan County, WA residents in a number of ways. They can provide advice on the best type of mortgage for each individual, help people get pre-approved for mortgages, and guide them through the process of buying a home. In addition, mortgage loan officers can also offer tips on how to save money on a mortgage, and they can warn buyers about predatory lending practices.

Tax Services

Tax accountants can help San Juan County, WA residents in a few ways. First, they can help residents file their taxes correctly and on time. This can help them avoid penalties from the IRS. Second, tax accountants can help residents plan their taxes for the year. This can help them save money on their taxes. Finally, tax accountants can help residents dispute incorrect tax bills from the IRS.

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FAQs About Personal Financial Advisors in San Juan County, WA