Best Financial Advisors in Kennewick, WA

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Kennewick, WA Fiduciary Financial Advisors

Cornerstone Wealth Strategies
SEC File# 801-113703
CRD# 297491
5 out of 5
Location 8905 W Gage Blvd #110, Kennewick, WA 99336, USA
Phone (509) 396-0588
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 – 2:00 PM Saturday: Closed Sunday: Closed
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Financial Advisors in Kennewick, WA

Where Certified Financial Advisors in Kennewick, WA Serve

Kennewick, WA is a thriving city in the heart of the Tri-Cities area, boasting a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Cable Bridge spanning the Columbia River to the bustling Columbia Center Mall, Kennewick offers a diverse array of attractions for residents and visitors alike. The city is home to major employers such as the Hanford Site, Kadlec Regional Medical Center, and the Tri-City Herald newspaper. Major highways such as Interstate 82 and US Route 395 provide easy access to the city, while streets like Clearwater Avenue and Columbia Center Boulevard offer convenient shopping and dining options. Neighborhoods like Canyon Lakes and Southridge offer upscale living, while the historic downtown area provides a charming atmosphere for local businesses and events. With its unique blend of modern amenities and small-town charm, Kennewick is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kennewick, WA can expect to be serviced by banks through a variety of channels. Most commonly, they can visit local branches to open accounts, apply for loans, and access other banking services. Online banking is also increasingly popular, allowing residents to manage their finances from the comfort of their own homes. One unique aspect of banking in Kennewick is the abundance of agricultural lending services offered by local banks. With the region's strong focus on agriculture, many banks offer specialized loans and services to support local farmers and ranchers. Whether in-person or online, Kennewick residents can expect personalized service from their local banks.

Insurance Broker

Residents of Kennewick, WA can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents find the best insurance coverage for their unique needs and budget. This is especially important in Kennewick, where the weather can be unpredictable and severe, with hot summers and freezing winters. An insurance broker can help residents find coverage that protects them from weather-related damage to their homes or vehicles. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have access to quality healthcare without breaking the bank. Overall, an insurance broker can provide invaluable assistance to residents of Kennewick, WA, helping them find the best coverage for their specific needs and circumstances.

Retirement Planning

Residents of Kennewick, WA would greatly benefit from the services of a retirement planner. With the city's population aging, it's becoming increasingly important for individuals to plan for their financial future. A retirement planner can help residents assess their current financial situation and develop a personalized plan to ensure they have enough money to retire comfortably. This is especially important in Kennewick, where the cost of living is higher than the national average. Additionally, a retirement planner can provide guidance on investment strategies and help residents navigate the complex world of retirement benefits and Social Security. Overall, a retirement planner can provide invaluable support to residents of Kennewick as they plan for their future.

Wealth Management

Residents of Kennewick, WA can benefit from the services of a wealth manager in a number of ways. One of the most common ways is through retirement planning. With the average age of residents in Kennewick being 37 years old, many are starting to think about their future and how they will be able to retire comfortably. A wealth manager can help residents develop a plan to save for retirement, invest their money wisely, and make sure they are on track to meet their financial goals. Additionally, with the growing economy and job market in Kennewick, a wealth manager can assist residents in managing their newfound wealth and ensuring they are making the most of their earnings. Overall, a wealth manager can provide invaluable guidance and support to residents of Kennewick, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Kennewick, WA can benefit greatly from the services of a mortgage loan officer. These professionals can assist in securing loans for the purchase of homes, refinancing existing mortgages, and even helping with debt consolidation. One specific aspect of Kennewick that a mortgage loan officer can help with is the city's growing population. With more people moving to the area, the demand for affordable housing is increasing. A mortgage loan officer can provide guidance on available loan options and help residents navigate the home buying process, making it easier for them to find and secure the home of their dreams. Additionally, a loan officer can provide valuable advice on local real estate trends and market conditions, helping residents make informed decisions about their investments.

Tax Services

Residents of Kennewick, WA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by getting help with tax planning and preparation. A tax advisor can help residents navigate the complex tax laws and regulations that apply in Kennewick, WA, and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents with tax-related issues such as audits, appeals, and penalties. With Kennewick, WA being a growing city with a diverse population, a tax advisor can also provide guidance on how to manage taxes for a variety of income sources, including self-employment, rental properties, and investments. Overall, a tax advisor can help residents of Kennewick, WA save time, money, and stress when it comes to managing their taxes.

Estate Planning Lawyer

Residents of Kennewick, WA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them draft a will that outlines how their assets will be distributed after their death. This is particularly important in Kennewick, which has a diverse population with varying cultural and religious beliefs about inheritance. Secondly, an estate planning lawyer can help residents set up trusts to protect their assets and minimize taxes. This is especially important for those with large estates or complex financial situations. Finally, an estate planning lawyer can help residents plan for incapacity by drafting documents such as powers of attorney and healthcare directives. These documents ensure that their wishes are followed in the event they become unable to make decisions for themselves. Overall, an estate planning lawyer can provide residents of Kennewick with peace of mind knowing that their wishes will be carried out and their assets protected.

Kennewick, WA Financial Resources

Kennewick, WA Chamber of Commerce

https://www.tricityregionalchamber.com/

Kennewick, WA City Hall

https://www.go2kennewick.com/

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