Retirement Planning in Bothell, WA

We did the hard work of finding trustworthy partners in Bothell, WA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Bothell, WA

generic_business-71
Swagerty and Gardner Financial Group
Location 22232 17th Ave SE #205, Bothell, WA 98021, USA
Phone (425) 483-7351
Directions
generic_business-71
B.O.S.S. Retirement Solutions and Advisors - Bothell Office
5 out of 5
Location 24003 Bothell Everett Hwy #200, Bothell, WA 98021, USA
Phone (425) 822-8282
Directions
generic_business-71
Edward Jones - Financial Advisor: Karley Schluter
5 out of 5
Location 1912 201st Pl SE Suite 200, Bothell, WA 98012, USA
Phone (425) 424-2431
Directions
generic_business-71
Teresa Muzzuco, CPA
Location 10500 Valley View Rd, Bothell, WA 98011, USA
Phone (206) 883-4420
Directions
generic_business-71
Edward Jones - Financial Advisor: Brian J Schafer, CRPS™
5 out of 5
Location kaufman building, 18920 Bothell Way NE #208, Bothell, WA 98011, USA
Phone (425) 481-0494
Directions
generic_business-71
Burnell Financial
4 out of 5
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 286-7298
Directions
generic_business-71
Edward Jones
Location 10128 Main St, Bothell, WA 98011, USA
Phone (425) 481-4682
Directions
generic_business-71
Creekside Consulting Company
Location 833 Grimes Rd, Bothell, WA 98012, USA
Phone (206) 310-6847
Directions
generic_business-71
BCA Consulting
5 out of 5
Location 22232 17th Ave SE #202, Bothell, WA 98021, USA
Phone (425) 844-6199
Directions
generic_business-71
Danclare Financial Solutions
5 out of 5
Location 17716 Bothell Everett Hwy, Bothell, WA 98012, USA
Phone (763) 301-1558
Directions
generic_business-71
Cogir of Bothell Memory Care
5 out of 5
Location 10605 NE 185th St, Bothell, WA 98011, USA
Phone (425) 487-3245
Directions
generic_business-71
Quality Financial Services Group
1 out of 5
Location 22121 17th Ave SE, Bothell, WA 98021, USA
Phone (425) 806-4712
Directions
generic_business-71
Conservative Investing Concepts
Location 22722 29th Dr SE #100th, Bothell, WA 98021, USA
Phone (360) 632-9954
Directions
generic_business-71
Raymond James Financial Services
4 out of 5
Location 4314 148th St SE, Bothell, WA 98012, USA
Phone (425) 316-9200
Directions
generic_business-71
Cascade Living Group
2 out of 5
Location 19119 N Creek Pkwy, Bothell, WA 98011, USA
Phone (425) 408-9141
Directions
generic_business-71
The Retirement Solution Inc.
4 out of 5
Location 18300 Redmond Way #250, Redmond, WA 98052, USA
Phone (425) 558-3700
Directions
generic_business-71
Edward Jones - Financial Advisor: Bert Mills, CFP®|AAMS™
5 out of 5
Location 14180 NE Woodinville Duvall Rd, Woodinville, WA 98072, USA
Phone (425) 402-6950
Directions
generic_business-71
Cynthia Schmiedeknecht - Financial Advisor, Ameriprise Financial Services, LLC
Location 19125 N Creek Pkwy S Ste 120, Bothell, WA 98011, USA
Phone (425) 486-9066
Directions
generic_business-71
Chateau Bothell Landing
5 out of 5
Location 17543 102nd Ave NE, Bothell, WA 98011, USA
Phone (425) 485-1155
Directions
generic_business-71
Tyler Hogan - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 16000 Bothell Everett Hwy Ste 260, Mill Creek, WA 98012, USA
Phone (425) 337-3847
Directions
Retirement Planning in Bothell, WA

About Bothell, WA for Those Planning to Retire

Nestled in the heart of the Pacific Northwest, Bothell, WA is a vibrant city with a rich history and a promising future. The city is home to a plethora of landmarks, including the beautiful North Creek Forest, the historic Anderson School, and the stunningly scenic Burke-Gilman Trail. Bothell is also a hub of economic activity, boasting a diverse array of top employers such as Amazon, Philips, and the University of Washington Bothell. Major highways and streets like I-405, SR 522, and Bothell Way NE make it easy to navigate the city and explore its many unique neighborhoods, from the charming downtown area to the peaceful suburban enclaves of Canyon Park and Maywood Hills. With so much to see and do, Bothell is truly a city that has something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bothell, WA can benefit from a bank in a multitude of ways. For instance, a bank can provide financial assistance to those who are looking to purchase a home in the area. Bothell is known for its thriving real estate market, and a bank can help residents navigate the complex process of securing a mortgage. Additionally, a bank can offer savings and investment options to help residents reach their financial goals. With access to a range of financial products and services, residents can take control of their finances and plan for the future. Furthermore, a bank can contribute to the local economy by providing loans and funding to small businesses in Bothell. This can help create jobs and stimulate economic growth in the community. Overall, a bank can play a crucial role in supporting the financial well-being of Bothell residents.

Insurance Broker

Residents of Bothell, WA can benefit greatly from the services of an insurance broker. With the city's location in the heart of the Pacific Northwest, residents are exposed to a variety of weather conditions, including heavy rain and snow. An insurance broker can help residents find the right coverage for their homes and vehicles to protect against damage caused by these weather conditions. Additionally, with Bothell's proximity to major highways and busy roads, car accidents are a common occurrence. An insurance broker can help residents find the right auto insurance coverage to protect them in the event of an accident. Furthermore, with Bothell's growing population and expanding business community, an insurance broker can help residents navigate the complex world of health insurance and find the right coverage to meet their needs. Overall, an insurance broker can provide valuable guidance and support to residents of Bothell, WA as they navigate the world of insurance.

Wealth Management

Residents of Bothell, WA could greatly benefit from the assistance of a wealth manager in a variety of ways. With the city's growing population and booming economy, it's important for individuals to have a solid financial plan in place. A wealth manager can provide guidance on investment strategies, retirement planning, and tax optimization to ensure that residents are making the most of their money. Additionally, with the high cost of living in the Seattle area, a wealth manager can help residents navigate the complexities of real estate investing and ensure that they are making sound financial decisions when it comes to buying or selling property. Overall, a wealth manager can provide invaluable assistance to Bothell residents looking to secure their financial future in a rapidly changing economic landscape.

Financial Advisor

Residents of Bothell, WA can benefit from a financial advisor in various ways. With the city's median household income of $103,000, a financial advisor can help residents manage their finances, create a budget, and plan for their future. Furthermore, with the city's proximity to Seattle and its booming tech industry, a financial advisor can assist residents in investing their money wisely in the stock market and other investment opportunities. Additionally, with Bothell's growing population and housing market, a financial advisor can help residents navigate the complexities of buying and selling real estate. Overall, a financial advisor can provide valuable guidance and expertise to the residents of Bothell, WA to help them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bothell, WA can benefit from the expertise of a mortgage loan officer in a variety of ways. With the city's rapidly growing population and housing market, it can be challenging to navigate the home buying process. A mortgage loan officer can assist with finding the best loan options and rates for each individual's financial situation. Additionally, with Bothell's proximity to Seattle and major tech companies, many residents may be first-time homebuyers with unique financial backgrounds. A mortgage loan officer can help guide these individuals through the complex process of obtaining a mortgage loan, including navigating credit scores, income verification, and down payment requirements. With the current economic climate, residents may also be looking to refinance their existing mortgages to take advantage of lower interest rates. A mortgage loan officer can assist with this process, helping residents save money on their monthly mortgage payments and potentially shorten the life of their loan.

Tax Services

Residents of Bothell, WA can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations specific to the state of Washington. With its unique tax structure, including no state income tax but high sales tax, Bothell residents may find it challenging to understand their tax obligations. A tax advisor can help residents maximize their deductions, minimize their tax liability, and stay compliant with state and federal tax laws. Additionally, a tax advisor can provide valuable advice on investment strategies that can help Bothell residents grow their wealth while minimizing their tax burden. With the help of a tax advisor, residents of Bothell can make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Bothell, WA can benefit from the services of an estate planning lawyer in many ways. One specific instance is the need for a comprehensive estate plan that takes into account the unique property laws of the state of Washington. An estate planning lawyer can help residents of Bothell navigate the complexities of these laws and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with the creation of trusts, which can be particularly useful for residents of Bothell who own property near the Sammamish River. These trusts can help protect property from flooding and other natural disasters, which are common occurrences in the area. Finally, an estate planning lawyer can help residents of Bothell plan for long-term care and the possibility of incapacity, ensuring that they have the necessary legal documents in place to make decisions about their healthcare and finances if they are unable to do so themselves.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs