Best Financial Advisors in Issaquah, WA

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List of Firms

Issaquah, WA Fiduciary Financial Advisors

Gevers Wealth Management, LLC
5 out of 5
Location 5825 221st Pl SE Suite 102, Issaquah, WA 98027, USA
Phone (425) 902-4840
Directions
GWR Financial
Location 1275 12th Ave NW Suite 10, Issaquah, WA 98027, USA
Phone (425) 677-8750
Directions
Tate & Oellrich Inc PS Cpas
5 out of 5
Location 425 Rainier Blvd N, Issaquah, WA 98027, USA
Phone (425) 392-5650
Directions
Edward Jones - Financial Advisor: Jennifer A Talbot
Location 657 228th Ave NE, Sammamish, WA 98074, USA
Phone (425) 898-8786
Directions
Edward Jones - Financial Advisor: David B Bleiweiss, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 45 Front St N, Issaquah, WA 98027, USA
Phone (425) 557-2171
Directions
Edward Jones - Financial Advisor: David A Seligman
SEC File# 801-3297
CRD# 250
Location 375 NW Gilman Blvd Suite C-102, Issaquah, WA 98027, USA
Phone (425) 391-8507
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1580 NW Gilman Blvd Suite 6, Issaquah, WA 98027, USA
Phone (425) 394-0396
Directions
Edelweiss Consulting
Location 480 SW Forest Pl, Issaquah, WA 98027, USA
Phone (425) 890-4015
Directions
Fisette and Kim Financial Services, LLC
Location 963 NE Discovery Dr, Issaquah, WA 98029, USA
Phone (425) 507-9004
Directions
Murphy & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 320 Newport Way NW, Issaquah, WA 98027, USA
Phone (425) 654-4717
Directions
Financial Research
Location 317 NW Gilman Blvd, Issaquah, WA 98027, USA
Directions
David H Aramaki - Financial Advisor, Ameriprise Financial Services, LLC
Location 14205 SE 36th St Ste 100, Bellevue, WA 98006, USA
Phone (425) 519-3797
Directions
Brian R Doughty - Financial Advisor, Ameriprise Financial Services, LLC
Location 14205 SE 36th St Ste 100, Bellevue, WA 98006, USA
Phone (425) 519-3797
Directions
Edward Jones - Financial Advisor: Amber Trader, AAMS™
Location 5720 E Lake Sammamish Pkwy SE #103, Issaquah, WA 98029, USA
Phone (425) 477-4738
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 195 NE Gilman Blvd, Issaquah, WA 98027, USA
Phone (425) 526-3817
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 1527 Highlands Dr NE, Issaquah, WA 98029, USA
Phone (425) 391-6560
Directions
Assisted Finance
Location 22525 SE 64th Pl #2284, Issaquah, WA 98027, USA
Phone (888) 344-6377
Directions
Financial Advisors in Issaquah, WA

Where Certified Financial Advisors in Issaquah, WA Serve

Issaquah, WA is a vibrant city located in King County, nestled in the foothills of the Cascade Mountains. It is known for its stunning natural beauty, with expansive parks and trails that offer breathtaking views of the surrounding mountains and forests. The city is home to several landmarks, including the Issaquah Depot Museum, which showcases the city's rich railroad history, and the Village Theatre, which is renowned for its world-class productions. Issaquah boasts a diverse economy, with top employers including Costco Wholesale, Swedish Medical Center, and the Issaquah School District. The city is conveniently located near major highways, including I-90 and State Route 900, making it easy to access nearby cities and attractions. Issaquah is divided into several distinct neighborhoods, each with its own unique character and charm. Olde Town is the historic heart of the city, featuring quaint shops, restaurants, and galleries.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

As a small city located in King County, Issaquah, WA is home to a variety of banks that offer a range of services to its residents. The most common ways that Issaquah residents are serviced by banks include checking and savings accounts, loans, mortgages, credit cards, and investment services. One unique aspect of Issaquah is its strong community spirit, which is reflected in the local banking options. Many of the banks in Issaquah are locally owned and operated, providing personalized service and a deep understanding of the needs of the community. Additionally, banks in Issaquah often offer special programs and incentives for local businesses and non-profits, further strengthening the ties between the community and its financial institutions.

Insurance Broker

Residents of Issaquah, WA can benefit greatly from the services of an insurance broker. With the city's growing population and increasing number of businesses, an insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their unique needs. For example, with the city's proximity to the Issaquah Alps and other outdoor recreation areas, an insurance broker can help residents find insurance policies that cover outdoor activities such as hiking and skiing. Additionally, with the city's high cost of living, an insurance broker can help residents find affordable health insurance plans and other policies to protect their financial well-being. Overall, an insurance broker can provide invaluable assistance to residents of Issaquah, WA in finding the right insurance policies to meet their specific needs and budget.

Retirement Planning

Residents of Issaquah, WA could benefit from the help of a retirement planner in a number of ways. One of the most common ways is by developing a personalized retirement plan that takes into account their unique financial situation and goals. This could include strategies for maximizing retirement savings, minimizing taxes, and managing investment risk. Additionally, retirement planners can help residents navigate the complex landscape of Social Security and Medicare, ensuring they are making the most of these important benefits. Given the high cost of living in Issaquah, WA, retirement planners can also provide guidance on how to stretch retirement savings further and make the most of available resources. Overall, a retirement planner can be an invaluable resource for residents of Issaquah, WA looking to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Issaquah, WA could benefit from a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique goals and circumstances. For example, many residents in Issaquah work in the tech industry and may have stock options or RSUs that need to be managed. A wealth manager could help them navigate the complexities of these investments and create a plan to maximize their value. Additionally, Issaquah is known for its high cost of living, so a wealth manager could help residents create a budget and savings plan to ensure they are able to meet their financial goals while still enjoying the amenities of the area. Overall, a wealth manager can provide valuable guidance and support to residents of Issaquah, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Issaquah, WA can benefit from the services of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of obtaining a mortgage. With the high cost of living in Issaquah, it can be challenging for residents to secure a home loan that meets their financial needs. A mortgage loan officer can provide personalized guidance and support to help residents find the best mortgage options available to them. Additionally, Issaquah is a city that experiences a lot of growth and development, which can lead to fluctuating real estate prices. A loan officer can help residents stay up-to-date on market trends and make informed decisions about buying or refinancing their homes. Overall, a mortgage loan officer can be an invaluable resource for residents of Issaquah, WA looking to achieve their homeownership goals.

Tax Services

Residents of Issaquah, WA can benefit greatly from the guidance of a tax advisor. With the city's growing population and thriving business community, tax laws and regulations can quickly become complex and overwhelming. A tax advisor can provide valuable assistance in navigating these complexities and ensuring that residents are in compliance with all local, state, and federal tax laws. Additionally, with Issaquah's proximity to Seattle and its status as a tech hub, residents may have unique tax situations related to stock options, equity compensation, and other financial arrangements. A knowledgeable tax advisor can help residents understand these complexities and make informed decisions about their finances. Ultimately, a tax advisor can help residents save money, avoid penalties, and achieve financial peace of mind.

Estate Planning Lawyer

Residents of Issaquah, WA could benefit greatly from the services of an estate planning lawyer. With its growing population and proximity to Seattle, many Issaquah residents have accumulated significant assets and may need help protecting and distributing those assets in the event of their death. An estate planning lawyer can assist with creating wills, trusts, and other legal documents to ensure that an individual's wishes are carried out and their loved ones are taken care of. Additionally, with Issaquah's location in earthquake-prone Washington state, an estate planning lawyer can help residents prepare for natural disasters and ensure that their assets are protected in case of an emergency. Overall, an estate planning lawyer can provide peace of mind and protection for Issaquah residents and their families.

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