Wealth Management in Bellevue, WA

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List of Firms

Bellevue, WA Wealth Management Firms

Merrill Lynch Wealth Management Advisor Cora S Chan
Location 10400 NE 4th St Suite 2500, Bellevue, WA 98004, USA
Phone (425) 467-4925
Capstone Advisors - UBS Financial Services Inc.
Location 225 108th Ave NE Suite 800, Bellevue, WA 98004, USA
Phone (425) 451-2340
Bellevue Asset Management LLC
Location Bellevue Gateway I, 11400 SE 8th St #270, Bellevue, WA 98004, USA
Phone (425) 289-1041
SEC File# 801-39379
CRD# 108805
5 out of 5
Location 1 100th Ave NE # 102, Bellevue, WA 98004, USA
Phone (425) 283-1600
Aviation Partners Wealth Management - UBS Financial Services Inc.
Location 225 108th Ave NE Suite 800, Bellevue, WA 98004, USA
Phone (425) 451-2344
PATH Wealth Management
SEC File# 801-120307
CRD# 148897
5 out of 5
Location 12715 Bel-Red Rd, Bellevue, WA 98005, USA
Phone (425) 289-3452
SEC File# 801-121173
CRD# 304623
Location 10655 NE 4th St Suite 312, Bellevue, WA 98004, USA
Phone (425) 458-2840
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 – 4:30 PM Saturday: Closed Sunday: Closed
Baird Private Wealth Management
Location 777 108th Ave NE Unit 1600, Bellevue, WA 98004, USA
Phone (877) 274-4264
Wealth Management in Bellevue, WA

Where Wealth Management Advisors in Bellevue, WA Serve

Bellevue, WA is a bustling city located in King County, Washington. With a population of over 140,000 people, it's a hub for commerce, technology, and culture. The city is home to several landmarks, including the Bellevue Arts Museum, the Bellevue Botanical Garden, and the Bellevue Downtown Park, which is a popular spot for outdoor concerts and events. Top employers in the area include Microsoft, T-Mobile, and Expedia, which have all contributed to the city's growth and economic success. Bellevue is also known for its major highways and streets, including Interstate 405, State Route 520, and Bellevue Way. The city is divided into several neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Downtown Bellevue, Eastgate, and Somerset, which offer a mix of urban and suburban living options. With its vibrant culture, thriving economy, and beautiful surroundings, Bellevue is a city that has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bellevue, WA can benefit from a bank in numerous ways. For instance, a bank can help individuals and businesses in Bellevue to manage their finances more effectively. With the city being home to several multinational corporations, a bank can provide these businesses with the necessary financial services to operate seamlessly. Additionally, residents can use the bank's services to access credit facilities to finance their projects or invest in the booming local real estate market. Moreover, with the city's thriving tech industry, a bank can offer innovative digital banking solutions to cater to the tech-savvy population. Overall, a bank can play a critical role in enhancing the financial well-being of Bellevue residents by providing tailored solutions to meet their unique needs.

Insurance Broker

Bellevue, WA residents can benefit from the expertise of an insurance broker in several ways. Firstly, brokers can assist them in navigating the complex healthcare system in the area. With multiple hospitals and healthcare providers to choose from, residents may find it challenging to select the best plan that suits their needs. Secondly, an insurance broker can help residents find the most affordable insurance policies for their homes and vehicles. Given that Bellevue is located in a high-risk earthquake zone, residents may require additional coverage to protect their homes. Lastly, brokers can guide residents through the complicated process of filing insurance claims, ensuring that they receive the compensation they deserve. Overall, an insurance broker can provide invaluable assistance to Bellevue residents, helping them make informed decisions and secure their financial future.

Retirement Planning

Residents of Bellevue, WA would benefit from the expertise of a retirement planner in several ways. Firstly, the planner can help them to create a comprehensive retirement plan that takes into account their specific financial situation and goals. This is particularly important in Bellevue, where the cost of living is relatively high compared to other cities in the state. Additionally, the planner can help residents to navigate the complex world of retirement savings vehicles, such as 401(k)s and IRAs, and make informed decisions about how to invest their money. Finally, the planner can provide ongoing support and guidance as residents approach retirement age, helping them to make any necessary adjustments to their plan and ensuring that they have a solid financial foundation for their golden years. Overall, the services of a retirement planner can be invaluable for Bellevue residents looking to secure their financial future.

Financial Advisor

Residents of Bellevue, WA can benefit from the expertise of a financial advisor in several ways. A financial advisor can help individuals in Bellevue to manage their finances, plan for retirement, invest in the stock market, and create a budget. Additionally, a financial advisor can help residents of Bellevue navigate the unique financial challenges that come with living in a city with a high cost of living. With its thriving tech industry and high median income, Bellevue presents unique financial opportunities and challenges that require the guidance of a knowledgeable financial advisor. By working with a financial advisor, residents of Bellevue can ensure that they are making informed financial decisions that will help them achieve their long-term goals.

Mortgage Loan Officer

Residents of Bellevue, WA can benefit greatly from the expertise of a mortgage loan officer. With the cost of living in Bellevue being higher than the national average, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, from determining the best loan option to completing the necessary paperwork. Additionally, with Bellevue's booming economy and competitive housing market, having a mortgage loan officer on your side can give you an edge when it comes to making an offer on a home. They can help you understand the intricacies of the local real estate market and work with you to find a loan that meets your unique needs and financial situation. Ultimately, a mortgage loan officer can be an invaluable resource for residents of Bellevue looking to achieve their dream of homeownership.

Tax Services

Bellevue, WA is a city that attracts a lot of high-income earners, which makes tax planning and preparation a crucial aspect of financial management. A tax advisor can help residents of Bellevue navigate the complex tax laws and regulations, identify tax-saving opportunities, and ensure compliance with local, state, and federal tax codes. For example, many Bellevue residents may have investments in the tech industry, which can have unique tax implications. A tax advisor can help these individuals understand the tax consequences of their investments, such as stock options, restricted stock units, and employee stock purchase plans. Additionally, Bellevue is home to many small business owners who may need assistance with tax planning, bookkeeping, and payroll. A tax advisor can provide valuable guidance on tax strategies that can help these businesses minimize their tax liability and maximize their profits. Overall, a tax advisor can be an invaluable resource for residents of Bellevue, helping them navigate the complexities of the tax system and achieve their financial goals.

Estate Planning Lawyer

Residents of Bellevue, WA can benefit from the services of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for their assets and property after they pass away. This is particularly important in Bellevue, given its status as a rapidly growing city in the Pacific Northwest. As more people move to the area, property values continue to rise, making it essential to have a plan in place to ensure that assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Bellevue and Washington state, ensuring that they minimize their tax liability and maximize their assets for future generations. Finally, an estate planning lawyer can assist with creating trusts, wills, and other legal documents that protect assets and provide for loved ones in the event of incapacity or death.


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