Wealth Management in Lynnwood, WA

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Lynnwood, WA Wealth Management Firms

Standard
SEC File# 801-80625
CRD# 172736
Location 19009 33rd Ave W #310, Lynnwood, WA 98036, USA
Phone (425) 672-6050
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Comprehensive Wealth Management
SEC File# 801-69045
CRD# 116958
5 out of 5
Location 3500 188th St SW #102, Lynnwood, WA 98037, USA
Phone (425) 778-6160
Language http://www.cwmnw.com/
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 – 5:00 PM Saturday: Closed Sunday: Closed
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Sparks Financial Services
5 out of 5
Location 19105 36th Ave W #208, Lynnwood, WA 98036, USA
Phone (425) 977-2727
Language http://sparksfinancialservices.com/
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LBG Advisors
Location 4100 194th St SW, Lynnwood, WA 98036, USA
Phone (425) 778-2800
Language http://www.lbgadvisors.com/
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Edelman Financial Engines
1 out of 5
Location 20700 44th Ave W Suite 240, Lynnwood, WA 98036, USA
Phone (833) 752-6333
Language https://www.edelmanfinancialengines.com/financial-planners/wa/lynnwood/?utm_medium=organic&utm_source=google&utm_campaign=gmb-listing&utm_content=yext
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Wealth Management in Lynnwood, WA

Where Wealth Management Advisors in Lynnwood, WA Serve

Lynnwood, WA is a bustling city located in the heart of Snohomish County. The city is home to a variety of landmarks, including the Alderwood Mall, which boasts over 200 stores and restaurants. Top employers in Lynnwood include the Edmonds School District, Swedish Edmonds Hospital, and the City of Lynnwood itself. Major highways in the area include Interstate 5 and State Route 99, providing easy access to nearby cities such as Seattle and Everett. Lynnwood is also home to a variety of neighborhoods, including the Meadowdale and Martha Lake areas. With its diverse array of amenities and attractions, Lynnwood is a great place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lynnwood, WA can benefit greatly from the services offered by a bank, particularly in terms of managing their finances and achieving their financial goals. With the city being a hub for retail and commerce, having access to a bank can help residents with their daily transactions, such as depositing paychecks, paying bills, and making purchases. Additionally, banks can provide personalized financial advice to help residents plan for their future, whether it be saving for a down payment on a home or investing in their retirement. Given the city's diverse population, banks can also offer multilingual services to cater to non-English speakers. Overall, having a bank in Lynnwood, WA can provide residents with the tools and resources they need to achieve financial stability and success.

Insurance Broker

Residents of Lynnwood, WA can benefit greatly from the services of an insurance broker. With the city's proximity to Seattle and its location in the heart of Snohomish County, there are many unique insurance needs that an experienced broker can help with. For example, Lynnwood is known for its high rate of rainfall, which can lead to flooding and water damage. A broker can help residents find the right insurance policies to protect their homes and belongings from these types of risks. Additionally, with the city's diverse population and growing economy, there are many different types of businesses and professionals who may need specialized insurance coverage. An insurance broker can help these individuals find the right policies to protect their assets and mitigate risks. Overall, an insurance broker can provide valuable guidance and support to residents of Lynnwood, WA as they navigate the complex world of insurance.

Retirement Planning

Residents of Lynnwood, WA could greatly benefit from the services of a retirement planner. With its proximity to Seattle and the high cost of living in the area, many Lynnwood residents may find it difficult to plan for a comfortable retirement. A retirement planner can help individuals create a comprehensive plan that takes into account their unique financial situation and goals, including factors such as healthcare costs and inflation. Additionally, a retirement planner can provide guidance on tax-efficient investment strategies and help individuals navigate the complex world of Social Security and Medicare. With the right plan in place, Lynnwood residents can feel confident that they will be able to enjoy their retirement years without financial worry.

Financial Advisor

Residents of Lynnwood, WA can benefit from the expertise of a financial advisor in several ways. Firstly, with the cost of living in Lynnwood being higher than the national average, a financial advisor can help residents manage their finances and create a budget that works for them. Secondly, with the city's proximity to Seattle and its booming job market, a financial advisor can assist residents in making informed investment decisions to maximize their returns. Furthermore, with the ongoing COVID-19 pandemic affecting the economy and job market, a financial advisor can help residents navigate the uncertainty and plan for their financial future. Lastly, the diverse population of Lynnwood, including a significant number of immigrants and refugees, may require specialized financial advice, and a financial advisor can provide culturally sensitive guidance to meet their unique needs.

Mortgage Loan Officer

Residents of Lynnwood, WA would benefit from the expertise of a mortgage loan officer in a variety of ways. For example, with its close proximity to the booming tech industry in Seattle, many Lynnwood residents may be looking to purchase their first home or upgrade to a larger property. A mortgage loan officer can guide them through the complex process of securing a loan, including assessing their creditworthiness, helping them understand the different types of mortgages available, and finding the best interest rates. Additionally, Lynnwood has a diverse population, including many immigrants who may be unfamiliar with the American financial system. A mortgage loan officer can provide these residents with personalized assistance, helping them navigate the complex and often confusing world of home buying in a new country. Overall, a mortgage loan officer can provide invaluable support to Lynnwood residents looking to achieve their dreams of homeownership.

Tax Services

Residents of Lynnwood, WA could benefit from the expertise of a tax advisor in a multitude of ways. One specific example is navigating the complex tax laws surrounding the city's growing technology industry. With major companies like Amazon and Microsoft having a strong presence in the area, many Lynnwood residents may be employed in the tech sector and have unique tax situations related to stock options, equity compensation, and other benefits. A tax advisor can help these individuals understand their tax obligations and optimize their financial situation. Additionally, Lynnwood's proximity to the Canadian border may also create unique tax considerations for residents who frequently travel between the two countries. A tax advisor can provide guidance on how to navigate these cross-border tax issues and ensure compliance with both US and Canadian tax laws.

Estate Planning Lawyer

Residents of Lynnwood, WA can benefit significantly from the services of an estate planning lawyer. With a population of over 38,000, Lynnwood is a bustling city with a diverse population. An estate planning lawyer can help residents create a comprehensive plan to protect their assets and ensure their wishes are carried out after they pass away. This includes setting up trusts, drafting wills, and establishing powers of attorney. Additionally, an estate planning lawyer can assist with navigating the complexities of Washington state laws regarding estate planning, including tax laws and probate procedures. With the help of an experienced estate planning lawyer, residents of Lynnwood can have peace of mind knowing their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Lynnwood, WA can provide a range of services to help clients manage their wealth effectively. From investment planning and portfolio management to retirement planning and estate planning, a skilled wealth manager can help clients achieve their financial goals. One specific aspect of Lynnwood, WA that a wealth manager can take advantage of is the city's growing economy. With a diverse range of industries, including aerospace, technology, and healthcare, Lynnwood offers a plethora of investment opportunities for clients looking to grow their wealth. A skilled wealth manager can help identify these opportunities and develop a customized investment strategy that takes advantage of the unique economic landscape of Lynnwood, WA. Additionally, with the city's proximity to Seattle and its bustling tech industry, a wealth manager can help clients navigate the complex world of tech investing and stay ahead of the curve. Overall, a wealth manager in Lynnwood, WA can provide invaluable services to help clients achieve financial success in a rapidly changing economic landscape.

Lynnwood, WA is the ultimate destination to get a wealth manager due to its thriving economy and diverse investment opportunities. The city is home to a plethora of financial institutions that cater to the needs of a wide range of investors. Furthermore, the city's strategic location within the Seattle metropolitan area provides easy access to a vast pool of investment options, including real estate, stocks, and bonds. Additionally, Lynnwood's community is known for its entrepreneurial spirit, which creates a conducive environment for wealth creation and management. Whether you are a seasoned investor or a novice, Lynnwood, WA offers a wealth of opportunities to grow and manage your wealth. With its bustling economy and diverse investment opportunities, Lynnwood is undoubtedly the best place to get a wealth manager.