Cowlitz County, WA Financial Advisors and Resources

Financial Advisor Firms in Cowlitz County, WA



(360) 425-7447

959 11th Avenue
Suite B
Longview, WA 98632

SEC#: 801-113259
Years in Business: 3 years

How Retirement-Friendly is Cowlitz County, WA?

  • Population: 106,778
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $982
  • Average Household Income: $71,700
  • Washington Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Washington Property Tax: 2.65% (20th Lowest in U.S.)
  • Washington Individual Income Tax: 0.00% (Lowest in U.S.)
  • Washington Sales and Excise Tax: 5.69% (3rd Highest in U.S.)

Cowlitz County, WA Financial Advisor FAQs

What is your investment philosophy? Every financial advisor works to meet your specific needs so they should be crafting comprehensive financial plans that are tailored fit for you.
Commissions are payments for completed transactions. This is the more traditional way of paying financial advisors because it incentivizes them to push sales of products and services they can reap higher profits from. Fees are payments made on an ongoing basis for advisory services.
When you choose a financial advisor, it is best to ask about their qualifications. What licenses do they hold? Are they certified as a Certified Financial Planner? How long have they been in business? How do their fees compare with similar advisors in the area?
You should absolutely invest in a financial advisor. Financial advisors offer many benefits, which come from being impartial, objective and unbiased.