Retirement Planning in Bellevue, WA

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Top Retirement Planners in Bellevue, WA

SEC File# 801-81073
CRD# 116682
Location Boone Wealth Advisors, LLC, 777 108th Ave NE, Bellevue, WA 98004, USA
Phone (425) 462-6406
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Paul R. Ried Financial Group, LLC
SEC File# 801-113796
CRD# 297284
5 out of 5
Location 10801 Main St #201, Bellevue, WA 98004, USA
Phone (425) 646-6777
Directions
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Mainsail Financial Group
SEC File# 801-123307
CRD# 317970
Location 11245 SE 6th St Ste 140, Bellevue, WA 98004, USA
Phone (425) 502-7693
Directions
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Pacific Financial Advisors, Inc.
5 out of 5
Location 14410 Bel-Red Rd Suite 110, Bellevue, WA 98007, USA
Phone (425) 458-2773
Directions
SEC File# 801-117515
CRD# 305125
Location 3055 112th Ave NE Suite 206, Bellevue, WA 98004, USA
Phone (425) 458-3853
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 500 108th Ave NE Ste 1900, Bellevue, WA 98004, USA
Phone (425) 453-5800
Directions
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Avier Wealth Advisors
SEC File# 801-73301
CRD# 161077
5 out of 5
Location 10655 NE 4th St Suite 500, Bellevue, WA 98004, USA
Phone (425) 467-1011
Time Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 500 108th Ave NE Suite 1840, Bellevue, WA 98004, USA
Phone (833) 752-6333
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
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Fulcrum Wealth Advisors
Location 10940 NE 33rd Pl # 210, Bellevue, WA 98004, USA
Phone (877) 400-0260
Directions
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Russell Dunn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 915 118th Ave SE Ste 250, Bellevue, WA 98005, USA
Phone (425) 691-1587
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
Directions
SEC File# 801-107275
CRD# 137125
5 out of 5
Location 2821 Northup Way # 120, Bellevue, WA 98004, USA
Phone (800) 794-4015
Directions
SEC File# 801-120733
CRD# 284281
5 out of 5
Location 10900 NE 4th St Unit 2300, Bellevue, WA 98004, USA
Phone (425) 598-7000
Directions
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SCS
SEC File# 801-119764
CRD# 310849
5 out of 5
Location 200 112th Ave NE #205, Bellevue, WA 98004, USA
Phone (425) 452-1222
Directions
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Senior Financial Advisors Inc
Location 11911 NE 1st St # 312, Bellevue, WA 98005, USA
Phone (425) 635-0600
Directions
SEC File# 801-113548
CRD# 297388
5 out of 5
Location 11235 SE 6th St Ste 110, Bellevue, WA 98004, USA
Phone (425) 289-5000
Directions
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Columbia Financial Planning
Location 8 Columbia Key, Bellevue, WA 98006, USA
Phone (425) 943-0001
Directions
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AXA Advisors,LLC: Brent E. Williams
Location 10500 NE 8th St Unit 1600, Bellevue, WA 98004, USA
Phone (206) 956-6228
Directions
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Pacific Capital Resource Group, Inc.
SEC File# 801-54859
CRD# 23131
4 out of 5
Location 10900 NE 4th Street Suite 2300 - #2413, Bellevue, WA 98004, USA
Phone (425) 658-0530
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
Directions
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Andrew Hergert - Raymond James
Location 11747 NE 1st St Ste 202, Bellevue, WA 98005, USA
Phone (425) 451-9502
Directions
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Baker Phillips Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 929 108th Ave NE Ste 1200, Bellevue, WA 98004, USA
Phone (425) 372-4731
Directions
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SC Financial Group LLC
SEC File# 801-42709
CRD# 10641
Location 1417 116th Ave NE #202, Bellevue, WA 98004, USA
Phone (425) 451-2950
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Baird Private Wealth Management
Location 777 108th Ave NE Unit 1600, Bellevue, WA 98004, USA
Phone (877) 274-4264
Directions
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Becker Retirement Group
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 2950 Northup Way #202, Bellevue, WA 98004, USA
Phone (425) 822-8282
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
Directions
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Barrie Culver Wealth Planning & Management Group
Location 13017 NE 1st St, Bellevue, WA 98005, USA
Phone (425) 467-6700
Directions
SEC File# 801-33048
CRD# 105515
Location 10900 NE 8th St #1640, Bellevue, WA 98004, USA
Phone (425) 451-3123
Directions
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Snider Retirement Strategies
SEC File# 801-69025
CRD# 117392
5 out of 5
Location The Forum building, 12505 Bel-Red Rd, Bellevue, WA 98005, USA
Phone (425) 453-7080
Directions
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Dana Marie Ferrell - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 310 120th Ave NE Ste 101, Bellevue, WA 98005, USA
Phone (425) 477-4153
Directions
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Crossroads Financial Services
Location 1479 158th Pl NE, Bellevue, WA 98008, USA
Phone (425) 947-7173
Directions
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Spectrum Financial Partners, fee-based planning
Location 11911 NE 1st St #103a, Bellevue, WA 98005, USA
Phone (425) 598-2919
Directions
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Olde Wealth Management
SEC File# 801-119044
CRD# 308991
5 out of 5
Location 11201 SE 8th St #150, Bellevue, WA 98004, USA
Phone (425) 495-7484
Directions
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Vuecrest Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10655 NE 4th St Ste 503, Bellevue, WA 98004, USA
Phone (425) 460-9025
Directions
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TIAA Financial Services
Location 929 108th Ave NE Suite 720, Bellevue, WA 98004, USA
Phone (877) 842-2028
Directions
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Voya Financial Advisors
SEC File# 801-46585
CRD# 2882
4 out of 5
Location 10655 NE 4th St Ste 300, Bellevue, WA 98004, USA
Phone (425) 429-3031
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-18151
CRD# 105203
Location 11624 SE 5th St #100, Bellevue, WA 98005, USA
Phone (425) 451-7722
Time Monday: 9:30 AM – 4:30 PM Tuesday: 9:30 AM – 4:30 PM Wednesday: 9:30 AM – 4:30 PM Thursday: 9:30 AM – 4:30 PM Friday: 9:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-10970
CRD# 6413
Location 12310 NE 8th St, Bellevue, WA 98005, USA
Phone (425) 974-1775
Directions
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Sovereign Wealth Advisors
SEC File# 801-66839
CRD# 140639
Location 601 108th Ave NE Suite 1510, Bellevue, WA 98004, USA
Phone (425) 289-4222
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
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Optimist Retirement Group
SEC File# 801-114109
CRD# 119086
Location 11400 SE 8th St #465, Bellevue, WA 98004, USA
Phone (425) 637-3037
Directions
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TRUEretirement
SEC File# 801-71546
CRD# 151298
Location 400 112th Ave NE #200, Bellevue, WA 98004, USA
Phone (425) 454-4015
Directions
Retirement Planning in Bellevue, WA

About Bellevue, WA for Those Planning to Retire

Bellevue, WA is a bustling city located in King County, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Bellevue Downtown Park to the breathtaking views of Lake Washington and the Cascade Mountains, Bellevue is a city full of natural beauty and architectural marvels. The city is home to several top employers, including Microsoft, Amazon, and T-Mobile, making it a hub for tech innovation and development. The major highways and streets that run through Bellevue include I-405, I-90, and Bellevue Way, providing easy access to neighboring cities and attractions. Bellevue is divided into several neighborhoods, each with its own unique character and charm, such as the upscale community of Medina and the vibrant downtown area. With its dynamic blend of modernity and natural beauty, Bellevue is a city that truly has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Bellevue, WA is a bustling city with a high cost of living, making financial management a top priority for its residents. A bank can assist in a myriad of ways, from providing loans for home purchases to offering investment opportunities for retirement planning. Additionally, with the city's thriving tech industry, many residents may benefit from a bank's technology-focused services, such as online banking and mobile payment options. Furthermore, with Bellevue's diverse population, a bank can offer language-specific services to assist non-native English speakers in managing their finances. Overall, a bank in Bellevue can provide crucial support to its residents in navigating the complex world of personal finance.

Insurance Broker

Residents of Bellevue, WA can greatly benefit from the expertise of an insurance broker. With the city's rapidly growing population and high cost of living, finding the right insurance policies can be a daunting task. An insurance broker can provide personalized assistance in navigating the complex world of insurance, offering tailored solutions to meet the unique needs of each individual. For example, with Bellevue's proximity to the tech industry and high concentration of affluent residents, an insurance broker can offer specialized policies for high-value homes, cybersecurity, and liability protection. Additionally, with the city's frequent inclement weather and risk of natural disasters, an insurance broker can provide guidance on policies covering flood, earthquake, and other potential hazards. Overall, an insurance broker can offer peace of mind and financial security to residents of Bellevue, WA.

Wealth Management

Residents of Bellevue, WA can benefit from the expertise of a wealth manager in several ways. A wealth manager can help them navigate the complex financial landscape and make informed decisions about investments, retirement planning, tax strategies, and estate planning. Bellevue, WA is known for its affluent population, with a median household income of $120,000. This means that many residents have significant assets to manage, and a wealth manager can help them maximize their wealth and minimize their tax liability. Additionally, Bellevue, WA is home to many technology companies, such as Microsoft and Amazon, which can provide employees with stock options and other equity-based compensation. A wealth manager can help these employees understand the tax implications of their equity compensation and develop a plan to diversify their investments. Overall, a wealth manager can provide invaluable guidance and support to residents of Bellevue, WA as they navigate their financial future.

Financial Advisor

Bellevue, WA is a city that is known for its affluence, with a median household income that is significantly higher than the national average. However, this does not mean that residents are immune to financial challenges. In fact, many residents of Bellevue could benefit from the services of a financial advisor. A financial advisor can help individuals and families in Bellevue to create a comprehensive financial plan that takes into account their unique circumstances and goals. This may involve strategies for saving for retirement, investing in the stock market, managing debt, and planning for major life events such as buying a home or starting a business. Additionally, a financial advisor can help residents of Bellevue to navigate the complex tax laws that apply to high earners, and to take advantage of the many investment opportunities that are available in the area. With the help of a skilled financial advisor, residents of Bellevue can achieve greater financial security and peace of mind.

Mortgage Loan Officer

As one of the wealthiest cities in Washington, Bellevue residents have a unique set of needs when it comes to mortgage loans. A skilled mortgage loan officer can help residents navigate the complex and often confusing world of real estate financing. From finding the best interest rates to securing the right type of loan for their specific situation, a mortgage loan officer can be an invaluable resource for Bellevue residents. Additionally, with the city's booming tech industry and high cost of living, many residents may be looking to refinance their current mortgages or take out home equity loans to fund renovations or other expenses. A knowledgeable loan officer can help residents explore these options and make the best decisions for their financial futures. Overall, in a city as dynamic and diverse as Bellevue, a mortgage loan officer can provide critical support and guidance for those navigating the complex world of real estate financing.

Tax Services

Bellevue, WA is a city that is known for its high cost of living, with a median home price of $1.1 million. This means that residents of Bellevue are likely to benefit greatly from the expertise of a tax advisor. A tax advisor can help residents navigate the complex tax laws in Washington state, including the state's sales tax, which is one of the highest in the country at 6.5%. Additionally, residents of Bellevue may be subject to the city's Business and Occupation (B&O) tax, which is a tax on gross receipts for businesses operating within the city. A tax advisor can help business owners in Bellevue understand their obligations under the B&O tax and develop strategies to minimize their tax liability. With the help of a tax advisor, residents of Bellevue can take advantage of tax planning strategies that can help them save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Bellevue, WA can benefit in numerous ways from consulting with an estate planning lawyer. Specifically, with the city's high median household income and significant tech industry presence, an estate planning lawyer can help residents protect their assets and ensure their wealth is passed down to future generations. With a complex legal system and constantly evolving tax laws, an estate planning lawyer can navigate the intricacies of wills, trusts, and other legal documents to ensure that a resident's wishes are carried out and their loved ones are taken care of. Additionally, with Bellevue's diverse population, an estate planning lawyer can provide specialized advice and guidance to individuals with unique family structures or cultural considerations. Overall, an estate planning lawyer can provide peace of mind and security for Bellevue residents and their families.

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