Best Financial Advisors in Kitsap County, WA

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List of Firms

Kitsap County, WA Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 393 S Kitsap Blvd, Port Orchard, WA 98366, USA
Phone (360) 662-2189
Directions
SEC File# 801-54859
CRD# 23131
Location 127 Parfitt Way SW, Bainbridge Isle, WA 98110, USA
Phone (206) 780-1755
Directions
Charitable Advisors Network
Location 500 Pacific Ave UNIT 200, Bremerton, WA 98337, USA
Phone (360) 627-8434
Directions
Sage Wealth Partners LLC
Location 19347 Jensen Way NE, Poulsbo, WA 98370, USA
Phone (360) 930-8254
Directions
Kevin J. Pentz CFP® and Wealthmark Advisors
5 out of 5
Location 2819 NW Kitsap Pl STE 201, Silverdale, WA 98383, USA
Phone (360) 516-2400
Directions
Kitsap County Financial Planning
Location Port Orchard, WA 98366, USA
Phone (360) 337-7150
Directions
Rainier Ave Investments
Location 111 N Rainier Ave, Bremerton, WA 98312, USA
Phone (360) 377-2191
Directions
Edward Jones - Financial Advisor: Alijah J Hawley, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 5971 WA-303, Bremerton, WA 98311, USA
Phone (360) 475-0683
Directions
Edward Jones - Financial Advisor: Benjamin Pecora
SEC File# 801-3297
CRD# 250
Location 9228 Ridgetop Blvd NW Suite 101, Silverdale, WA 98383, USA
Phone (360) 307-8636
Directions
Fleury Financial
Location 10049 Kitsap Mall Blvd NW #309, Silverdale, WA 98383, USA
Phone (360) 692-1777
Directions
Parker Financial LLC
SEC File# 801-121333
CRD# 144293
5 out of 5
Location 9230 Bay Shore Dr NW STE 201, Silverdale, WA 98383, USA
Phone (360) 337-2701
Directions
Edward Jones - Financial Advisor: Jim Thatcher, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2135 Sheridan Rd E, Bremerton, WA 98310, USA
Phone (360) 373-6939
Directions
Clear Creek Financial Management
SEC File# 801-111778
CRD# 170602
Location 9361 Bay Shore Dr NW, Silverdale, WA 98383, USA
Phone (360) 308-8239
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Michael O'Brien - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-8002
Directions
Edward Jones - Financial Advisor: Joseph A Kochera, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9951 Mickelberry Rd NW Suite 225, Silverdale, WA 98383, USA
Phone (360) 633-7482
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
Directions
Nepsis, Inc - Puget Sound - Matt Augspurger - Wealth Advisor
5 out of 5
Location 12161 S Keyport Rd NE, Poulsbo, WA 98370, USA
Phone (360) 566-2264
Directions
Edward Jones - Financial Advisor: Angela M Sell, AAMS™
SEC File# 801-3297
CRD# 250
Location 10689 Old Frontier Rd NW Ste 231, Silverdale, WA 98383, USA
Phone (360) 698-7408
Directions
Deborah Clyne Oishi - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3215 NW Lowell St Ste 101, Silverdale, WA 98383, USA
Phone (360) 616-2453
Directions
Barry Wickman - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-8017
Directions
Thrivent Financial
5 out of 5
Location 2819 NW Kitsap Pl #100, Silverdale, WA 98383, USA
Phone (360) 551-4807
Directions
Copper Financial Group
SEC File# 801-111778
CRD# 170602
3 out of 5
Location 4550 NW Newberry Hill Rd # 101, Silverdale, WA 98383, USA
Phone (360) 698-6546
Directions
Financial Advisors | U.S. Bancorp Investments
Location 2020 6th St, Bremerton, WA 98337, USA
Phone (360) 782-4412
Directions
Platinum Financial Group
Location 4188 Chico Way NW, Bremerton, WA 98312, USA
Phone (360) 355-8686
Directions
Linsco/Private Ledger
Location 2041 NW Myhre Rd, Silverdale, WA 98383, USA
Phone (360) 662-2194
Directions
Peaks Financial
Location 19225 8th Ave NE Suite 201, Poulsbo, WA 98370, USA
Phone (425) 689-0065
Directions
Cathy Shattuck - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-8652
Directions
Jeff Thomsen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9951 Mickelberry Rd NW Ste 127, Silverdale, WA 98383, USA
Phone (360) 282-6322
Directions
Waterfront Financial Management
5 out of 5
Location 9615 Levin Rd NW #100th, Silverdale, WA 98383, USA
Phone (360) 692-9000
Directions
Edward Jones - Financial Advisor: Robert W Morgan
SEC File# 801-3297
CRD# 250
5 out of 5
Location 20270 Front St NE Suite 102, Poulsbo, WA 98370, USA
Phone (360) 598-3750
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 – 1:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Jennifer K Zuver
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1100 Wheaton Way Suite C, Bremerton, WA 98310, USA
Phone (360) 373-0233
Directions
Edward Jones - Financial Advisor: Jay Seaton, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 600 Kitsap St Suite 102, Port Orchard, WA 98366, USA
Phone (360) 876-7538
Directions
Brennan Mayfield - Thrivent
Location 2819 NW Kitsap Pl Ste. 100, Silverdale, WA 98383, USA
Phone (360) 551-4807
Directions
Jeramey Probert - Raymond James
5 out of 5
Location 3500 NW Bucklin Hill Rd, Silverdale, WA 98383, USA
Phone (360) 204-5173
Directions
Brant O Greene - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 19793 Hamilton Ct NE Ste 101, Poulsbo, WA 98370, USA
Phone (360) 697-4600
Directions
Brock Baker - Thrivent
Location 2819 NW Kitsap Pl Suite 100, Silverdale, WA 98383, USA
Phone (360) 434-5780
Directions
Merrill Lynch Wealth Management Advisor Jason M Trichler
Location 187 Parfitt Way SW Suite 100, Bainbridge Island, WA 98110, USA
Phone (206) 855-4448
Directions
Thomas E. Deichert, CFP
5 out of 5
Location 18697 WA-305, Poulsbo, WA 98370, USA
Phone (360) 779-9005
Directions
Jeramey Probert - Raymond James
5 out of 5
Location 3500 NW Bucklin Hill Rd Ste 101, Silverdale, WA 98383, USA
Phone (360) 204-5173
Directions
Edward Jones - Financial Advisor: James LeRoy
SEC File# 801-3297
CRD# 250
Location 2135 Sheridan Rd E, Bremerton, WA 98310, USA
Phone (360) 373-6939
Directions
Edward Jones - Financial Advisor: Teresa M Bryant, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 555 Pacific Ave Ste 101, Bremerton, WA 98337, USA
Phone (360) 373-1263
Directions
Michael Fleury - Raymond James
Location 10049 Kitsap Mall Blvd NW, Silverdale, WA 98383, USA
Phone (360) 692-1777
Directions
Edward Jones - Financial Advisor: Lisa Kerwin, CRPC®
SEC File# 801-3297
CRD# 250
Location 19307 8th Ave NE Ste B, Poulsbo, WA 98370, USA
Phone (360) 779-6450
Directions
Merrill Lynch Wealth Management Advisor David Holt
Location 187 Parfitt Way SW Suite 100, Bainbridge Island, WA 98110, USA
Phone (206) 855-4443
Directions
David Jordan - Thrivent
Location 2819 NW Kitsap Pl Ste. 100, Silverdale, WA 98383, USA
Phone (925) 413-9933
Directions
First Command Financial Advisor - Peter Carlo
Location 10049 Kitsap Mall Blvd NW Suite 289, Silverdale, WA 98383, USA
Phone (360) 692-0277
Directions
Peter Taafe - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 9222 Bay Shore Dr NW Ste 100, Silverdale, WA 98383, USA
Phone (360) 516-6820
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Corinthian Wealth Partners LLC
SEC File# 801-57407
CRD# 44181
4 out of 5
Location 3491 NW Anderson Hill Rd, Silverdale, WA 98383, USA
Phone (360) 551-4513
Time Monday: 7:00 AM – 3:00 PM Tuesday: 7:00 AM – 3:00 PM Wednesday: 7:00 AM – 3:00 PM Thursday: 7:00 AM – 3:00 PM Friday: 7:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Eric McGinnis - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 4312 Kitsap Way, Bremerton, WA 98312, USA
Phone (360) 373-3335
Directions
Edward Jones - Financial Advisor: Calvin Christensen
SEC File# 801-3297
CRD# 250
Location 3100 NW Bucklin Hill Rd Ste 115, Silverdale, WA 98383, USA
Phone (360) 698-6092
Directions
Charlie Odell - RBC Wealth Management Financial Advisor
Location 175 Parfitt Way SW Suite S200, Bainbridge Island, WA 98110, USA
Phone (206) 855-9709
Directions
Pluvian Investments LLC
Location Bremerton, WA 98337, USA
Phone (360) 782-0801
Directions
Edward Jones - Financial Advisor: Ryan J Gilhuly
SEC File# 801-3297
CRD# 250
4 out of 5
Location 3500 NW Anderson Hill Rd Ste 101, Silverdale, WA 98383, USA
Phone (360) 308-9514
Directions
Edward Jones - Financial Advisor: Paul G Miller
SEC File# 801-3297
CRD# 250
Location 2416 NW Myhre Rd Suite 102, Silverdale, WA 98383, USA
Phone (360) 692-1216
Directions
First Command Financial Advisor - Christopher Churchill
Location 10049 Kitsap Mall Blvd NW Suite 289, Silverdale, WA 98383, USA
Phone (360) 692-0277
Directions
Edward Jones - Financial Advisor: Kim Stirling
SEC File# 801-3297
CRD# 250
Location 3505 NW Anderson Hill Rd Suite 100, Silverdale, WA 98383, USA
Phone (360) 286-2477
Directions
Financial Advisors in Kitsap County, WA

Where Certified Financial Advisors in Kitsap County, WA Serve

Nestled in the picturesque Pacific Northwest, Kitsap County, WA is a captivating destination that boasts a rich tapestry of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Hood Canal Bridge and the charming town of Poulsbo to the bustling city of Bremerton and the scenic Silverdale waterfront, Kitsap County offers a diverse array of attractions that cater to every taste and interest. Whether you're exploring the Kitsap Peninsula National Water Trail, savoring the flavors of local cuisine, or soaking up the breathtaking views of the Olympic Mountains, Kitsap County is the ultimate playground for adventure-seekers and nature lovers alike. With major employers like Naval Base Kitsap, Harrison Medical Center, and Olympic College, Kitsap County is also a hub of economic activity and innovation. And with major highways and streets like State Route 3, State Route 16, and Wheaton Way, getting around Kitsap County is a breeze.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kitsap County, WA have a variety of ways to access banking services. There are several brick-and-mortar banks in the area, as well as online banking options. One specific thing about Kitsap County is that many of its residents are employed by the nearby naval shipyard, so there are a number of credit unions that cater specifically to military personnel and their families. Additionally, many banks in the area offer services such as mobile check deposit and bill pay, making banking more convenient for busy Kitsap County residents.

Insurance Broker

Residents of Kitsap County, WA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help Kitsap County residents is by finding them the best insurance policies that suit their unique needs and budget. Kitsap County is home to a diverse population, and an insurance broker can help residents navigate the complex world of insurance and find policies that cover everything from home and auto insurance to health and life insurance. With its proximity to Seattle and the Puget Sound, Kitsap County also has a unique set of risks and challenges that an insurance broker can help residents prepare for, such as earthquakes and floods. By working with an insurance broker, Kitsap County residents can have peace of mind knowing that they are adequately protected against any unforeseen events that may arise.

Retirement Planning

Residents of Kitsap County, WA could benefit greatly from the services of a retirement planner. With its beautiful scenery and proximity to Seattle, Kitsap County is a popular place for retirees to settle down. A retirement planner can help these residents navigate the complexities of retirement planning, including choosing the right investment vehicles and creating a budget that will allow them to live comfortably in their golden years. Additionally, Kitsap County is home to many military retirees, who may have unique retirement needs and benefits that a retirement planner can help them understand and maximize. Overall, a retirement planner can provide invaluable guidance and support to Kitsap County residents as they plan for their futures.

Wealth Management

Residents of Kitsap County, WA can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. Kitsap County is home to a diverse population, ranging from military families to retirees, and a wealth manager can help each group navigate their specific financial challenges. For example, military families may need assistance in managing their benefits and planning for a potential deployment, while retirees may require help with estate planning and managing their retirement savings. A wealth manager can also provide guidance on investment strategies, tax planning, and risk management, all of which are essential for achieving long-term financial success. By working with a wealth manager, residents of Kitsap County can feel confident in their financial future and have a plan in place to achieve their goals.

Mortgage Loan Officer

Residents of Kitsap County, WA can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, including refinancing or purchasing a home. One specific way that Kitsap County residents can benefit is through the VA loan program. Kitsap County is home to the Puget Sound Naval Shipyard, which employs many veterans and active-duty military personnel. A mortgage loan officer can help these individuals navigate the VA loan process and take advantage of the benefits available to them. Additionally, with the county's proximity to Seattle and its growing economy, a mortgage loan officer can help residents secure financing for investment properties or second homes. Overall, a mortgage loan officer can provide valuable guidance and support to Kitsap County residents looking to achieve their financial goals.

Tax Services

Residents of Kitsap County, WA would greatly benefit from the expertise of a tax advisor. With the unique tax laws and regulations in the state of Washington, a tax advisor can provide guidance on how to maximize deductions and minimize tax liabilities. Kitsap County residents who are self-employed or own small businesses can also benefit from a tax advisor's knowledge on how to properly file taxes and avoid any potential audits. Additionally, with the large number of military personnel and veterans living in Kitsap County due to the presence of Naval Base Kitsap, a tax advisor can assist with navigating the complexities of military tax laws and ensuring that all eligible tax benefits are claimed. Overall, a tax advisor can provide invaluable assistance to Kitsap County residents in navigating the ever-changing tax landscape and ensuring compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Kitsap County, WA would benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals and families ensure that their assets are distributed according to their wishes after their death. This is especially important in Kitsap County, where the population is aging and many residents have significant assets, such as waterfront properties or retirement savings. Secondly, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. This is particularly important in Kitsap County, where property values are high and many residents are small business owners or retirees. Finally, an estate planning lawyer can help families navigate the complex legal and financial issues that arise when a loved one passes away, including probate and estate administration. This can be especially helpful in Kitsap County, where many families have close ties and complex family dynamics.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kitsap County, WA