Best Financial Advisors in Skagit County, WA

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List of Firms

Skagit County, WA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Benjamin N Jensen, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 3110 Commercial Suite #100, Anacortes, WA 98221, USA
Phone (360) 293-8262
Directions
Doussard Financial
Location 684 S Burlington Blvd, Burlington, WA 98233, USA
Phone (360) 755-0344
Directions
Edward Jones - Financial Advisor: Luke S Mize
SEC File# 801-3297
CRD# 250
5 out of 5
Location 325 E George Hopper Rd Suite 202, Burlington, WA 98233, USA
Phone (360) 404-2088
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 – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Anacortes Financial Associates
SEC File# 801-107913
CRD# 283824
Location 906 7th St, Anacortes, WA 98221, USA
Phone (360) 293-1173
Directions
Edward Jones - Financial Advisor: Lori M Stewart
SEC File# 801-3297
CRD# 250
5 out of 5
Location 227 Freeway Dr Suite C, Mount Vernon, WA 98273, USA
Phone (360) 424-4982
Directions
KMS Financial Services
Location 300 S 1st St UNIT D, Mount Vernon, WA 98273, USA
Phone (360) 336-9583
Directions
Edward Jones - Financial Advisor: Jonathan R Montes
SEC File# 801-3297
CRD# 250
3 out of 5
Location 1411 Commercial Ave, Anacortes, WA 98221, USA
Phone (360) 293-1963
Directions
Kent Jensen - Thrivent
Location 1301 Riverside Dr Ste D, Mount Vernon, WA 98273, USA
Phone (360) 757-9300
Directions
Edward Jones - Financial Advisor: Keri Rayment, AAMS™
SEC File# 801-3297
CRD# 250
Location 227 Freeway Dr Suite C, Mount Vernon, WA 98273, USA
Phone (360) 424-4982
Directions
Edward Jones - Financial Advisor: Timothy U Price
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1616 N 18th St Suite 140, Mount Vernon, WA 98273, USA
Phone (360) 424-0366
Directions
Edward Jones - Financial Advisor: Isaac C Williams, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2323 E Section St Ste 130, Mount Vernon, WA 98274, USA
Phone (360) 424-9406
Directions
Jana R Pasma - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 S 1st St Ste B, Mount Vernon, WA 98273, USA
Phone (360) 336-3196
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 307 S 1st St B, Mount Vernon, WA 98273, USA
Directions
Edward Jones - Financial Advisor: Sean R George
SEC File# 801-3297
CRD# 250
Location 913 Metcalf St, Sedro-Woolley, WA 98284, USA
Phone (360) 855-0239
Directions
Edward Jones - Financial Advisor: Yulia Garrison, AAMS™
SEC File# 801-3297
CRD# 250
Location 607 Murdock St, Sedro-Woolley, WA 98284, USA
Phone (360) 588-4548
Directions
Colin Sands - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 419 W Gates St, Mount Vernon, WA 98273, USA
Phone (360) 336-5060
Directions
The Dey Company
5 out of 5
Location 2105-C, Continental Pl, Mount Vernon, WA 98273, USA
Phone (360) 428-1850
Directions
Edward Jones - Financial Advisor: Rachel M Wangen-Hoch
SEC File# 801-3297
CRD# 250
Location 760 S Burlington Blvd, Burlington, WA 98233, USA
Phone (360) 755-1424
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
TRS Inc
1 out of 5
Location 1955 South Blvd, Burlington, WA 98233, USA
Phone (360) 707-0509
Directions
Edward Jones - Financial Advisor: Matt Nichols, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 403 S 1st St, Mount Vernon, WA 98273, USA
Phone (360) 336-6664
Directions
Haven Financial Partners
5 out of 5
Location 713 Commercial Ave, Anacortes, WA 98221, USA
Phone (360) 755-3781
Directions
Soundview Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 S 1st St Ste B, Mount Vernon, WA 98273, USA
Phone (360) 336-3196
Directions
Gregory A Eliason - Financial Advisor, Ameriprise Financial Services, LLC
Location 308 W Gates St, Mount Vernon, WA 98273, USA
Phone (360) 336-5060
Directions
Cascadia Financial Group
Location 2415 T Ave UNIT 202, Anacortes, WA 98221, USA
Phone (360) 293-5400
Directions
Edward Jones - Financial Advisor: Gary L Thramer, AAMS™
SEC File# 801-3297
CRD# 250
Location 812 Commercial Ave, Anacortes, WA 98221, USA
Phone (360) 293-5567
Time Monday: 7:30 AM – 5:00 PM Tuesday: 7:30 AM – 5:00 PM Wednesday: 7:30 AM – 5:00 PM Thursday: 7:30 AM – 5:00 PM Friday: 7:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: James Lepore
SEC File# 801-3297
CRD# 250
Location 205 Stewart Rd Suite 109, Mount Vernon, WA 98273, USA
Phone (360) 899-4319
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Scott A Price
SEC File# 801-3297
CRD# 250
5 out of 5
Location 708 Morris St C, La Conner, WA 98257, USA
Phone (360) 466-2933
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Troy W Kunz, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 1120 12th St, Anacortes, WA 98221, USA
Phone (360) 293-4581
Directions
Edward Jones - Financial Advisor: Steven W Rutz, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 1909 Skyline Way Ste 101 B, Anacortes, WA 98221, USA
Phone (360) 293-6838
Directions
Edward Jones - Financial Advisor: Micah N Kelley
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1842 S Burlington Blvd, Burlington, WA 98233, USA
Phone (360) 707-0537
Directions
Edward Jones - Financial Advisor: Suzanne Radenkovic
SEC File# 801-3297
CRD# 250
5 out of 5
Location 760 S Burlington Blvd, Burlington, WA 98233, USA
Phone (360) 755-1424
Directions
Prism Capital Management, LLC
Location 415 Pine St, Mount Vernon, WA 98273, USA
Phone (360) 419-6063
Directions
Financial Advisors in Skagit County, WA

Where Certified Financial Advisors in Skagit County, WA Serve

Skagit County, located in the northwest corner of Washington State, is a treasure trove of natural beauty and cultural landmarks. From the majestic peaks of the North Cascades to the serene waters of the Skagit River, this county is a paradise for outdoor enthusiasts and nature lovers alike. One of the most iconic landmarks in Skagit County is the tulip fields, which draw visitors from all over the world during the annual Skagit Valley Tulip Festival. Other popular attractions include the historic town of La Conner, the charming waterfront city of Anacortes, and the scenic Chuckanut Drive. The economy of Skagit County is diverse, with top employers including the Skagit Valley Hospital, the Burlington Northern Santa Fe Railroad, and the Swinomish Casino & Lodge. The county is also home to a thriving agricultural industry, with crops ranging from berries and vegetables to dairy and beef.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Skagit County, WA are serviced by banks in a variety of ways. The most common of these include personal and business checking and savings accounts, loans for homes and cars, credit cards, and investment services. One unique aspect of Skagit County is its strong agricultural industry, with many residents working in farming and related businesses. Therefore, banks in Skagit County may also offer specialized services such as agricultural loans and lines of credit to support farmers and their operations. Whether it's managing day-to-day finances or investing in the future, banks in Skagit County are dedicated to providing quality services to meet the needs of their customers.

Insurance Broker

Residents of Skagit County, WA can greatly benefit from the services of an insurance broker. With the county's diverse population, ranging from farmers to fishermen, an insurance broker can help individuals find coverage tailored to their specific needs. For example, Skagit County is known for its agricultural industry, and an insurance broker can assist farmers in finding coverage for their crops and livestock. Additionally, with the county's proximity to the water, an insurance broker can help fishermen find coverage for their boats and equipment. By working with an insurance broker, residents can ensure that they have the appropriate coverage for their unique circumstances and can have peace of mind knowing that they are protected.

Retirement Planning

Residents of Skagit County, WA can benefit from the expertise of a retirement planner in a variety of ways. One specific need that retirement planners can address is the unique cost of living in Skagit County. With a higher than average cost of living compared to other areas in Washington state, it can be challenging for retirees to navigate their finances and make their retirement savings last. A retirement planner can help residents of Skagit County create a comprehensive financial plan that takes into account the specific cost of living in the area, as well as their individual goals and needs. They can also provide guidance on investment strategies, tax planning, and other financial considerations that are important for a successful retirement. By working with a retirement planner, residents of Skagit County can have peace of mind knowing that they have a plan in place to help them achieve their retirement goals.

Wealth Management

Residents of Skagit County, WA can benefit from the expertise of a wealth manager in a variety of ways. One specific need in this area is the management of assets related to the agricultural industry. Skagit County is known for its fertile farmland and diverse crop production, making it a hub for the agricultural industry in the Pacific Northwest. A wealth manager can help farmers and other agricultural business owners navigate the unique financial challenges that come with this industry, such as fluctuating commodity prices and the need for specialized insurance. Additionally, a wealth manager can assist residents in planning for retirement, managing investments, and creating a comprehensive financial plan that takes into account their specific goals and needs. With the help of a skilled wealth manager, residents of Skagit County can feel confident in their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Skagit County, WA can benefit greatly from the services of a mortgage loan officer. As a largely rural area, many residents may need assistance in navigating the complex world of mortgages and home buying. A mortgage loan officer can provide guidance on the various loan options available, including those specifically tailored to first-time homebuyers or those with lower credit scores. Additionally, with the county's proximity to Seattle and the surrounding suburbs, many residents may be looking to purchase a home in a more expensive market. A mortgage loan officer can help residents understand the financial implications of purchasing a home in a higher cost of living area and explore options for financing their dream home.

Tax Services

Residents of Skagit County, WA could greatly benefit from the services of a tax advisor. Skagit County has a diverse economy, with industries ranging from agriculture to manufacturing to healthcare. A tax advisor could help residents navigate the complexities of the tax code and ensure they are taking advantage of all available deductions and credits. Additionally, Skagit County is home to many small businesses, and a tax advisor could assist these entrepreneurs with tax planning and compliance. With the recent changes to the tax code, it is more important than ever for Skagit County residents to seek the guidance of a knowledgeable tax advisor to ensure they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Skagit County, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures assets are distributed according to the client's wishes after their passing. This is especially important in Skagit County, where many residents own property and have substantial assets. In addition to creating a will, an estate planning lawyer can also assist with setting up trusts, establishing power of attorney, and creating healthcare directives. With the help of an estate planning lawyer, Skagit County residents can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Skagit County, WA