Best Financial Advisors in Thurston County, WA

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Thurston County, WA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Brendan P Wood

5 out of 5

Location 2604 Yelm Hwy SE #D, Olympia, WA 98501, USA
Phone (360) 438-2764
Kiley Juergens Wealth Management LLC
SEC File# 801-70467
CRD# 151088

4 out of 5

Location 2409 Pacific Ave SE, Olympia, WA 98501, USA
Phone (360) 350-4747
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
Prentice Financial Planning, LLC

5 out of 5

Location 2407 Pacific Ave SE suite a, Olympia, WA 98501, USA
Phone (360) 754-0490
Joanne Wofford - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 400 Union Ave SE Ste 200, Olympia, WA 98501, USA
Phone (360) 528-2944
Merrill Lynch Wealth Management

1 out of 5

Location 111 Market St NE Suite 300, Olympia, WA 98501, USA
Phone (360) 570-3960
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About Thurston County, WA

Thurston County is located in the south-central part of Washington State. The county includes the cities of Olympia, Lacey, and Tumwater, as well as the towns of Tenino, Bucoda, and Rainier. Olympia is the county seat and largest city in Thurston County. The top employers in Thurston County are the State of Washington, The Evergreen State College, Saint Martin's University, Providence St. Peter Hospital, and The Boeing Company. Major highways and streets in Thurston County include Interstate 5, U.S. Route 101, and State Route 8. Some of the neighborhoods in Thurston County include Capitol Hill in Olympia, Lacey South Hill, Tumwater Hill, and Eastside Olympia.

Where Certified Financial Advisors in Thurston County, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Thurston County, WA have a number of banking services available to them. Banks offer a variety of products and services to fit the needs of their customers. Services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks provide online banking and mobile banking options for added convenience.

Insurance Broker

Residents of Thurston County, WA can benefit from the services of insurance brokers. These professionals can help residents compare rates and choose the best policies for their needs. In addition, insurance brokers can assist residents in filing claims and resolving any issues that may arise with their policies.

Retirement Planning

Residents of Thurston County, WA can benefit from the help of a financial advisor when it comes to retirement planning. Financial advisors have the experience and expertise to help people save for retirement and make sound investment choices. They can also provide guidance on how to manage expenses in retirement and ensure that retirees have enough money to live comfortably. In addition, financial advisors can offer advice on estate planning and how to pass on assets to loved ones.

Wealth Management

Wealth management is an important service that can help Thurston County, WA residents secure their financial futures. By working with a wealth manager, residents can develop a plan to save for retirement, invest in property and stocks, and protect their assets from unforeseen events. Wealth managers can also help residents reduce their tax liabilities and make sound financial decisions.

Estate Planning Lawyer

Estate planning lawyers can help Thurston County, WA residents in a number of ways. For one, they can help people create wills and trusts. They can also help people set up powers of attorney and health care directives. And if someone dies without a will, the estate planning lawyer can help with the probate process.

Mortgage Loan Officer

Mortgage loan officers in Thurston County, WA can help residents by providing them with the necessary information to make an informed decision about their home mortgage. They can also provide advice on the best type of mortgage for a particular resident's needs and budget. In addition, mortgage loan officers can help residents understand the various terms of a mortgage contract and explain the process of obtaining a home loan.

Tax Services

Tax accountants can help Thurston County, WA residents by preparing their tax returns. They can also help residents save money by finding tax deductions and credits that they may be eligible for. Tax accountants can also help residents plan for their future by providing advice on retirement and estate planning.


FAQs About Personal Financial Advisors in Thurston County, WA