Find a Financial Advisor in Longview, WA

 

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We did the hard work of finding trustworthy partners in Longview, WA.

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We Only Work With The Best Longview Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Longview, WA


  • Financial Advisor Close to Longview, WA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Longview, WA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Longview, WA

We evaluated over 13,000 RIA firms to bring you the best of the best Longview financial advisors.
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How Retirement-Friendly is Longview, WA?

  • Population: 37,520
  • % of Population 62 Years and Over: 25.5%
  • Average Home Value: $190,800
  • Average Monthly Housing Cost: $878
  • Average Household Income: $62,212
  • 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.)



The Top Financial Advisor Firms in Longview, WA

 

ANDERSON & ANDERSON ADVISORY, LLC

Website

(360) 425-7447

959 11th Avenue
Suite B
Longview, WA 98632

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

 


Longview, WA Financial Advisor FAQs

Financial advisors provide a range of services for a variety of clients, from entry-level clients to ultra high net worth. In other words, there is never a one size fits all answer. Each situation must be assessed independently and financial advising costs depend heavily on the complexity and needs of each client's unique situation.
Financial advisors receive money from a client and then use it to invest in other assets. It's their job to be sure the investment they're making will provide a good return for this individual over time. This could involve stocks, bonds, or mutual funds.
This answer cannot be answered fully without knowing the specifics of your situation. A good way to go about is having an open conversation with this advisor so that they can lay out their process and ideas, you can ask for sample portfolios, and if you want to sound really smart say something along the lines of Can I see examples of what this type of investment would look like?
Here are three different types of referrals to look for if you're considering hiring a financial advisor. 1. Ask friends, family members, and colleagues for referrals. 2. Referrals through your employer or professional associations 3. Look for someone who has won industry awards or speaks at conferences or seminars on the topic of finance and investing.