Best Financial Advisors in Silverdale, WA

We did the hard work of finding trustworthy partners in Silverdale, WA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Silverdale, WA Fiduciary Financial Advisors

The Montane Group
Location 10705 Silverdale Way NW Ste 203, Silverdale, WA 98383, USA
Phone (360) 613-7033
Directions
First Command Financial Advisor - Jeremy Burrier
Location 10049 Kitsap Mall Blvd NW Suite 289, Silverdale, WA 98383, USA
Phone (360) 692-0277
Directions
Edward Jones - Financial Advisor: John L Moroney
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2416 NW Myhre Rd Suite 102, Silverdale, WA 98383, USA
Phone (360) 692-1216
Directions
The Cascade Group - Morgan Stanley
Location 2011 NW Myhre Rd Ste 301, Silverdale, WA 98383, USA
Phone (360) 613-1968
Directions
Jesse McAdam - Thrivent
Location 2819 NW Kitsap Pl Ste. 100, Silverdale, WA 98383, USA
Phone (253) 365-4202
Directions
Alloy Capital
Location 4102 NW Anderson Hill Rd, Silverdale, WA 98383, USA
Phone (360) 698-4984
Directions
Spectrum Financial Corporation
Location 11875 Silverdale Way NW # 205, Silverdale, WA 98383, USA
Phone (360) 516-6460
Directions
The Hartman Group - Morgan Stanley
Location 2011 NW Myhre Rd Ste 301, Silverdale, WA 98383, USA
Phone (360) 613-1986
Directions
Thibeault A J
SEC File# 801-57407
CRD# 44181
Location 3212 NW Byron St # 101, Silverdale, WA 98383, USA
Phone (360) 551-4513
Directions
Steven Bentley, Waddell & Reed
5 out of 5
Location 10705 Silverdale Way NW Ste 203, Silverdale, WA 98383, USA
Phone (360) 613-7033
Directions
Steven Finnegan, Waddell & Reed
Location 10705 Silverdale Way NW Ste 204, Silverdale, WA 98383, USA
Phone (360) 613-7030
Directions
The New Salt Group - Morgan Stanley
Location 2011 NW Myhre Rd Ste 301, Silverdale, WA 98383, USA
Phone (360) 613-1983
Directions
Financial Advisors in Silverdale, WA

Where Certified Financial Advisors in Silverdale, WA Serve

Silverdale, WA is a bustling city located in Kitsap County, known for its picturesque landscapes and rich cultural heritage. The city is home to several landmarks that are worth exploring, such as the Kitsap Mall, Clear Creek Trail, and Silverdale Waterfront Park. The Kitsap Mall is a popular shopping destination that houses over 100 stores, while the Clear Creek Trail is a beautiful nature trail that offers breathtaking views of the surrounding mountains. The Silverdale Waterfront Park is a great place to relax and enjoy the stunning waterfront views. The city is also home to several top employers, including Harrison Medical Center, Naval Base Kitsap, and Kitsap County. Harrison Medical Center is a leading healthcare provider in the region, while Naval Base Kitsap is a major military installation that serves as the homeport for several aircraft carriers. Kitsap County is the local government agency responsible for providing essential services to the residents of the city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Silverdale, WA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, such as those operated by Kitsap Bank and Columbia Bank. These branches offer a range of services, including checking and savings accounts, loans, and investment options. Additionally, many residents of Silverdale also take advantage of online banking and mobile banking options, which allow them to manage their finances from the comfort of their own homes. With its proximity to the Puget Sound and its thriving community of outdoor enthusiasts, it's not uncommon for residents of Silverdale to seek out banks that offer specialized services for outdoor recreation, such as boat loans and RV loans.

Insurance Broker

Residents of Silverdale, WA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for specific needs. For example, with Silverdale being a coastal town, residents may need flood insurance to protect their homes from potential water damage. An insurance broker can help navigate the complexities of insurance policies and find the best coverage options for each individual. Additionally, an insurance broker can help residents save money by comparing and negotiating rates with different insurance companies. Overall, an insurance broker can provide valuable assistance and peace of mind to residents of Silverdale, WA.

Retirement Planning

Residents of Silverdale, WA can benefit greatly from the guidance of a retirement planner. With a population of over 20,000, many individuals in Silverdale may feel overwhelmed when it comes to planning for their retirement. A retirement planner can help residents navigate the complexities of retirement planning, including creating a savings plan, choosing the right investment options, and developing a strategy for managing their retirement income. Additionally, with the cost of living in the area being higher than the national average, a retirement planner can help residents ensure that they have enough saved to maintain their current lifestyle throughout their retirement years. Overall, a retirement planner can be a valuable resource for residents of Silverdale, helping them to achieve their retirement goals and secure their financial future.

Wealth Management

Residents of Silverdale, WA can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Silverdale, where many residents are employed by the nearby Naval Base Kitsap and may have specific financial considerations, such as military benefits and retirement planning. A wealth manager can also provide guidance on investment strategies, tax planning, and estate planning, all of which can help residents of Silverdale achieve their financial goals and secure their financial future. With the help of a wealth manager, residents of Silverdale can feel confident that their finances are in good hands and that they are on track to achieve their long-term financial objectives.

Mortgage Loan Officer

Residents of Silverdale, WA could greatly benefit from the expertise and guidance of a mortgage loan officer. With the town's growing population and booming real estate market, it can be overwhelming for individuals to navigate the home buying or refinancing process on their own. A mortgage loan officer can provide personalized advice and assistance in finding the best mortgage options, as well as help residents understand the specific lending requirements and regulations in Silverdale. Additionally, with the town's proximity to the Puget Sound Naval Shipyard and Naval Base Kitsap, a mortgage loan officer can also offer specialized knowledge and assistance to military families looking to buy or refinance a home in the area.

Tax Services

Residents of Silverdale, WA can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help residents is by ensuring they are taking advantage of all available tax deductions and credits. For example, Silverdale is home to a large number of military families, and a tax advisor can help these families navigate the unique tax benefits available to them. Additionally, many residents of Silverdale own small businesses or work as independent contractors, which can make tax preparation more complex. A tax advisor can help these individuals understand their tax obligations and ensure they are taking advantage of all available deductions. Overall, a tax advisor can provide valuable guidance and support to help Silverdale residents navigate the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Silverdale, WA can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan that ensures their assets and property are distributed according to their wishes after they pass away. This is especially important in Silverdale, where many residents have ties to the military and may have unique estate planning needs. Additionally, an estate planning lawyer can help residents create a plan for incapacity, which is crucial in case they become unable to make decisions for themselves. With the help of an estate planning lawyer, residents of Silverdale can have peace of mind knowing that their loved ones and assets are protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Silverdale, WA