Best Financial Advisors in Snohomish County, WA

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List of Firms

Snohomish County, WA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Sterling Gurney, CFP®|AAMS™|CRPC®
5 out of 5
Location 602 2nd St Suite C, Snohomish, WA 98290, USA
Phone (360) 563-1042
Directions
Helium Advisors
5 out of 5
Location 10512 19th Ave SE Suite 102, Everett, WA 98208, USA
Phone (425) 214-1533
Directions
Edward Jones - Financial Advisor: Chuck Wiese
Location 2701 Bickford Ave Bldg 8 Suite D, Snohomish, WA 98290, USA
Phone (360) 863-3160
Directions
Serene Wealth Planning LLC
Location 2725 Wetmore Ave, Everett, WA 98201, USA
Phone (425) 903-8188
Directions
Edward Jones - Financial Advisor: Tawni Bullock
5 out of 5
Location 2809 Bickford Ave Bldg 3 Suite A, Snohomish, WA 98290, USA
Phone (360) 217-8396
Directions
Martin Mosbacker - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1816 S Lake Stevens Rd Ste 201, Lake Stevens, WA 98258, USA
Phone (206) 236-8054
Directions
Menzies Financial
5 out of 5
Location 9715 271st St NW, Stanwood, WA 98292, USA
Phone (360) 629-6289
Directions
Edward Jones - Financial Advisor: Peter Smart
Location 15 SW Everett Mall Way F, Everett, WA 98204, USA
Phone (425) 353-2322
Directions
Edward Jones - Financial Advisor: Colleen M Bracy
Location 3405 188th St SW #101, Lynnwood, WA 98037, USA
Phone (425) 775-0305
Directions
Edward Jones - Financial Advisor: Karley Schluter
5 out of 5
Location 1912 201st Pl SE Suite 200, Bothell, WA 98012, USA
Phone (425) 424-2431
Directions
Financial Advisors in Snohomish County, WA

Where Certified Financial Advisors in Snohomish County, WA Serve

Snohomish County, located in the northwestern part of Washington State, is a bustling area with plenty of landmarks, top employers, major highways and streets, and unique neighborhoods. From the stunning beauty of the Cascade Mountains to the Puget Sound shoreline, this county has something for everyone. One of the most iconic landmarks in Snohomish County is the historic Everett Theatre, which has been entertaining audiences since 1901. Another must-see attraction is the Future of Flight Aviation Center, where visitors can learn about the history of aviation and even take a tour of the Boeing factory. When it comes to top employers, Snohomish County is home to many large corporations, including Boeing, Naval Station Everett, and Providence Regional Medical Center. These companies provide thousands of jobs to the local community and help drive the economy. Navigating through Snohomish County is made easy with major highways and streets like Interstate 5, Highway 2, and Highway 99.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Snohomish County, WA are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services like checking and savings accounts, loans, and credit cards. However, something specific about Snohomish County is that many banks in the area also offer specialized services for the booming aerospace industry. With companies like Boeing and Paine Field Airport located in the county, banks have tailored their services to meet the unique needs of these businesses, including financing for aircraft purchases and specialized business loans. Additionally, many banks in Snohomish County offer online and mobile banking services, making it easier for residents to manage their finances on-the-go.

Insurance Broker

Residents of Snohomish County, WA can benefit greatly from the services of an insurance broker. With the county's rapidly growing population and diverse industry, an insurance broker can help individuals and businesses navigate the complex world of insurance options and find the coverage that best suits their needs. For example, with the county's proximity to the coast and frequent rain, flood insurance may be a crucial consideration for homeowners and businesses alike. An insurance broker can help assess the specific risks and needs of clients in Snohomish County, WA and provide personalized recommendations for coverage that can protect against unexpected events and provide peace of mind.

Retirement Planning

Residents of Snohomish County, WA can greatly benefit from the services of a retirement planner. With the county's population steadily increasing, it's important for individuals to have a solid plan in place for their retirement years. A retirement planner can help residents navigate the complex world of retirement savings and investments, ensuring they are making the most of their money and preparing for their future. Additionally, Snohomish County is known for its high cost of living, making it even more crucial for residents to have a well thought out retirement plan. A retirement planner can provide personalized advice and guidance to help residents achieve their financial goals and secure their future.

Wealth Management

Residents of Snohomish County, WA could benefit from the expertise of a wealth manager in a number of ways. For example, a wealth manager could help them navigate the unique financial challenges of living in an area with a high cost of living. Snohomish County is home to a number of large employers, including Boeing and Microsoft, which can provide residents with high-paying jobs but can also lead to a competitive housing market and other financial pressures. A wealth manager could help residents develop a financial plan that takes into account these factors and ensures that they are able to achieve their long-term financial goals. Additionally, a wealth manager could help residents manage their investments and plan for retirement, ensuring that they are able to enjoy a comfortable lifestyle both now and in the future.

Mortgage Loan Officer

Residents of Snohomish County, WA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure the financing they need to purchase a home or refinance an existing mortgage. With the high cost of living in this area, many residents may struggle to come up with the necessary funds for a down payment or to qualify for a mortgage. A mortgage loan officer can work with clients to explore different loan options, including government-backed programs that may be available. They can also help clients navigate the complex application process and ensure that they are getting the best possible terms and interest rates for their unique situation. In a county with a population of over 800,000 people, having a trusted mortgage loan officer on your side can make all the difference when it comes to achieving your homeownership goals.

Tax Services

Residents of Snohomish County, WA can benefit greatly from the guidance of a tax advisor. A tax advisor can help individuals navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. In Snohomish County, where the cost of living is higher than the national average, a tax advisor can also provide guidance on how to minimize tax liabilities and maximize savings. Additionally, with the recent changes to the tax code, a tax advisor can help residents in Snohomish County understand how these changes may impact their tax situation and provide strategies to mitigate any negative effects. Overall, a tax advisor can provide valuable assistance to residents of Snohomish County, helping them to make informed decisions and optimize their financial situation.

Estate Planning Lawyer

Residents of Snohomish County, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures the smooth transfer of assets to beneficiaries upon the client's death. In Snohomish County, where the cost of living is higher than the national average, having a well-crafted estate plan can help families avoid costly legal battles and minimize taxes. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and establishing powers of attorney to ensure that clients' wishes are carried out in the event of incapacity or death. With the help of an experienced estate planning lawyer, residents of Snohomish County can have peace of mind knowing that their assets and loved ones are protected.

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