Best Financial Advisors in Yakima, WA

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Yakima, WA Fiduciary Financial Advisors

Capital Advisors Wealth Management
SEC File# 801-118930
CRD# 309387

5 out of 5

Location 1104 N 35th Ave, Yakima, WA 98902, USA
Phone (509) 469-5030
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Reid Financial Management
Location 1320 N 16th Ave, Yakima, WA 98902, USA
Phone (509) 457-0800
Edward Jones - Financial Advisor: Gailon L Gentry
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5615A Summitview Ave, Yakima, WA 98908, USA
Phone (509) 966-4475
RBC Wealth Management Branch - Yakima
Location 925 Triple Crown Way, Yakima, WA 98908, USA
Phone (509) 454-0910
Financial Management Inc
SEC File# 801-72037
CRD# 155344
Location 115 N 50th Ave, Yakima, WA 98908, USA
Phone (509) 965-5654
Todd F. Homer, CMFC
SEC File# 801-71546
CRD# 151298

5 out of 5

Location 1450 N 16th Ave #100, Yakima, WA 98902, USA
Phone (509) 453-4945
Kinder & Associates - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1101 Summitview Ave, Yakima, WA 98902, USA
Phone (509) 454-1101
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About Yakima, WA

Yakima, Washington is a city located in the southeastern part of the state. It is the county seat of Yakima County and has a population of 91,067 according to the 2010 census. The city is home to several major landmarks, including the Yakima Valley SunDome, Capitol Theatre, and Franklin Park Zoo. Top employers in Yakima include Valley Medical Center, Yakima Steak Company, and Sunnyside Community Hospital. Major highways and streets in Yakima include Interstate 82, State Route 12, and Union Gap Road. The neighborhoods of Yakima include West Valley, East Valley, North Side, South Side, and Lower Valley.

Where Certified Financial Advisors in Yakima, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Yakima, WA can benefit from the many services that banks provide. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to these traditional banking products and services, banks also offer a variety of technological tools to make banking easier for their customers. These tools include online banking, mobile banking, and text message banking.

Insurance Broker

Residents of Yakima, WA can benefit from the services of insurance brokers. These professionals can help residents find the best policies for their needs and budget. In addition, insurance brokers can help residents file claims and navigate the complex world of insurance. As a result, residents of Yakima, WA can rest assured that they are getting the best possible coverage for their money.

Retirement Planning

If you're a Yakima, WA resident who's getting closer to retirement age, it's important to start planning for it sooner rather than later. This is where financial advisors can help. They can sit down with you and go over your current financial situation, then work with you to create a plan that will ensure a comfortable retirement. Some of the things they may suggest include contributing more to your 401k or IRA, downsizing your home, and investing in stocks or mutual funds.

Wealth Management

Residents of Yakima, WA can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your finances. It can help you save money, grow your assets, and reduce your taxes. A wealth manager will work with you to create a customized plan based on your specific needs and goals. If you're interested in learning more about how wealth management can help you, please contact our office today.

Estate Planning Lawyer

Estate planning lawyers can help Yakima, WA residents protect their assets and plan for the future. If you live in or around Yakima, it is important to have an estate plan in place so that your loved ones will be taken care of if something happens to you. An estate planning lawyer can help you create a will, power of attorney, and healthcare directive that will ensure your wishes are carried out. Contact a local estate planning lawyer today to get started on protecting your family's future.

Mortgage Loan Officer

Mortgage loan officers in Yakima, WA can help residents by providing them with the best mortgage options available. They can also provide advice on how to get the best rates and how to avoid being taken advantage of by lenders. Additionally, mortgage loan officers can help residents who are having trouble making their monthly payments by working out a payment plan that is feasible for them.

Tax Services

Tax accountants can help Yakima, WA residents by ensuring they are getting the best possible return on their taxes. Accountants can also help residents file their taxes correctly and on time, ensuring they don't have to pay any penalties. In addition, accountants can offer advice on how to save money on taxes, which can be helpful for people in Washington who have a high tax burden.


FAQs About Personal Financial Advisors in Yakima, WA