Best Financial Advisors in Yakima, WA

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List of Firms

Yakima, WA Fiduciary Financial Advisors

Todd F. Homer, CMFC
5 out of 5
Location 1450 N 16th Ave #100, Yakima, WA 98902, USA
Phone (509) 453-4945
Reid Financial Management
Location 1320 N 16th Ave, Yakima, WA 98902, USA
Phone (509) 457-0800
Edward Jones - Financial Advisor: Gailon L Gentry
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# 801-57823
CRD# 110179
Location 115 N 50th Ave, Yakima, WA 98908, USA
Phone (509) 965-5654
Kinder & Associates - Ameriprise Financial Services, Inc.
5 out of 5
Location 1101 Summitview Ave, Yakima, WA 98902, USA
Phone (509) 454-1101
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
Financial Advisors in Yakima, WA

Where Certified Financial Advisors in Yakima, WA Serve

Nestled in the heart of Washington state, Yakima is a vibrant city with a rich cultural heritage. From the towering peaks of Mount Rainier to the winding Yakima River, this city is surrounded by natural beauty. Yakima is home to several landmarks, such as the Yakima Valley Museum, the Capitol Theatre, and the Yakima Greenway. These attractions offer a glimpse into the city's history and culture, as well as providing entertainment for locals and tourists alike. Yakima is also a hub for business, with top employers including Yakima Regional Medical and Cardiac Center, Yakima Valley Memorial Hospital, and Yakima School District. These institutions provide jobs for thousands of residents, contributing to the city's thriving economy. Major highways and streets in Yakima include Interstate 82, U.S. Route 12, and Yakima Avenue. These thoroughfares connect the city to other parts of the state and beyond, making it easy for residents to travel and commute.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Yakima, WA can be serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. Another popular service is online banking, which allows residents to manage their accounts from the comfort of their own homes. Additionally, many banks in Yakima offer mobile banking, which allows customers to access their accounts on-the-go. One specific aspect of Yakima that is important to note is the city's strong agricultural industry. As a result, many banks in Yakima offer specialized services tailored to the needs of farmers and agricultural businesses, such as farm loans and crop insurance.

Insurance Broker

Residents of Yakima, WA can benefit greatly from the services of an insurance broker. With the city being known for its high incidence of car theft, an insurance broker can help residents find the best auto insurance coverage to protect their vehicles from theft and damage. Additionally, Yakima is located in a region that is prone to natural disasters such as wildfires and floods. An insurance broker can help residents find the right insurance policies to protect their homes and personal property from these types of disasters. Overall, an insurance broker can provide valuable guidance and support to Yakima residents in navigating the complex world of insurance and ensuring that they are properly covered in the event of unexpected events.

Retirement Planning

Residents of Yakima, WA can benefit greatly from the services of a retirement planner. With a population of over 90,000 people, many of whom are nearing retirement age, a retirement planner can help individuals navigate the complex world of retirement planning. One specific way that a retirement planner can assist Yakima residents is by helping them take advantage of the unique tax laws in Washington state. For example, Washington does not have a state income tax, which can affect retirement planning strategies. A retirement planner can help residents maximize their retirement savings and minimize their tax liabilities by taking advantage of these state-specific laws. Additionally, a retirement planner can help Yakima residents create a personalized retirement plan that takes into account their specific financial situation and goals, ensuring a secure and comfortable retirement.

Wealth Management

Residents of Yakima, WA can greatly benefit from the guidance and expertise of a wealth manager. With its diverse economy, which includes agriculture, healthcare, and manufacturing, Yakima residents face unique financial challenges and opportunities. A wealth manager can help residents navigate the complexities of investing in these industries, as well as provide tailored financial planning and investment strategies to meet their individual goals. Additionally, with Yakima's high poverty rate and income inequality, a wealth manager can offer resources and advice on how to build and maintain financial stability, including budgeting and debt management. Overall, a wealth manager can provide invaluable support and guidance to Yakima residents looking to secure their financial future and achieve their financial goals.

Mortgage Loan Officer

Residents of Yakima, WA would greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing a home. With the city's growing population and limited housing inventory, finding an affordable home can be a challenge. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan options. Additionally, Yakima has a large agricultural industry, which can make it difficult for self-employed residents to qualify for a mortgage. A loan officer can help these individuals understand the requirements and provide guidance on how to qualify for a mortgage. Overall, a mortgage loan officer can provide invaluable support to residents of Yakima looking to achieve the dream of homeownership.

Tax Services

Residents of Yakima, WA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Yakima residents is by ensuring they are taking full advantage of the state's tax credits and deductions. For example, Yakima is known for its thriving agricultural industry, which means many residents may be eligible for tax breaks related to farming or ranching. A tax advisor can help residents navigate these complex tax laws and ensure they are maximizing their savings. Additionally, with Yakima's growing population and economy, many residents may have questions about how to properly report income from multiple sources or investments. A tax advisor can provide guidance and ensure that residents are filing their taxes accurately and in compliance with state and federal laws. Overall, a tax advisor can be an invaluable resource for Yakima residents looking to minimize their tax burden and make informed financial decisions.

Estate Planning Lawyer

Residents of Yakima, WA can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help residents of Yakima, WA to draft a will or trust that reflects their wishes for the distribution of their assets upon their death. Additionally, an estate planning lawyer can assist residents of Yakima, WA with creating a plan for long-term care, including designating a power of attorney and setting up advanced directives. Given that Yakima, WA is known for its agricultural industry, an estate planning lawyer can also help residents with succession planning for their farms or ranches, ensuring that their family's legacy is preserved for generations to come.

Yakima, WA Financial Resources

Yakima, WA Chamber of Commerce

Yakima, WA City Hall

Yakima, WA Public Library


FAQs About Personal Financial Advisors in Yakima, WA