Wealth Management in Bothell, WA

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List of Firms

Bothell, WA Wealth Management Firms

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Crosswind Advisors
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 501-7528
Directions
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First Financial Northwest Bank - Bothell Branch
2 out of 5
Location 9924 NE 185th St Suite 104, Bothell, WA 98011, USA
Phone (425) 254-2094
Directions
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Burnell Financial
4 out of 5
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 286-7298
Directions
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Edelman Financial Engines
5 out of 5
Location 22232 17th Ave SE Suite 210, Bothell, WA 98021, USA
Phone (833) 752-6333
Directions
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Geer Financial Group
Location 19125 N Creek Pkwy S, Bothell, WA 98011, USA
Phone (206) 486-2477
Directions
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Evergreen Financial Management: Tom McLaurin
Location 18915 142nd Ave NE #120, Woodinville, WA 98072, USA
Phone (425) 908-0858
Directions
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Edelman Financial Engines (Formerly Viridian)
Location 22232 17th Ave SE #210, Bothell, WA 98021, USA
Phone (206) 388-2210
Directions
Wealth Management in Bothell, WA

Where Wealth Management Advisors in Bothell, WA Serve

Bothell, WA is a vibrant city located in King and Snohomish counties, surrounded by stunning natural beauty and boasting a rich cultural heritage. The city is home to several landmarks that attract visitors from all over, including the Burke-Gilman Trail, the McMenamins Anderson School, and the Bothell Landing Park. Bothell is also known for its thriving business community, with top employers such as Philips, Amazon, and T-Mobile contributing to the city's economic growth. The city is conveniently located near major highways and streets, including I-405, SR-522, and Bothell Way NE, making it easy to get around and explore. Bothell is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic downtown district to the picturesque North Creek area, there's something for everyone in this dynamic and exciting city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bothell, WA would greatly benefit from the services of a bank in several ways. For instance, a bank could provide them with convenient access to financial services such as savings accounts, checking accounts, loans, and credit cards. Additionally, the bank could offer financial education and resources to help residents manage their money more effectively. Furthermore, with Bothell being a rapidly growing city, a bank could assist in providing financing for new businesses and real estate ventures. With the city's proximity to Seattle and the tech industry, a bank could also offer specialized services to tech-savvy residents, such as online banking and mobile payment options. Overall, a bank would play a vital role in supporting the financial needs of the diverse and dynamic community of Bothell, WA.

Insurance Broker

Residents of Bothell, WA can greatly benefit from the services of an insurance broker. With the city's location in the heart of the Pacific Northwest, residents may face unique risks such as flooding, earthquakes, and wildfires. An insurance broker can assist in finding comprehensive coverage to protect against these specific risks. Additionally, with Bothell's rapidly growing population and diverse economy, an insurance broker can help individuals navigate the complexities of finding the right coverage for their unique needs. Whether it's finding the best rates for auto or home insurance, or helping small business owners find comprehensive liability coverage, an insurance broker can provide invaluable support to Bothell residents.

Retirement Planning

Residents of Bothell, WA could benefit from the assistance of a retirement planner in a variety of ways. One specific aspect of Bothell that could be taken into consideration is the high cost of living in the area. A retirement planner could help residents develop a personalized plan for saving and investing their money in order to ensure a comfortable retirement, despite the financial challenges of living in Bothell. Additionally, a retirement planner could provide guidance on navigating the complexities of social security and Medicare, as well as help residents explore options for long-term care and estate planning. With the help of a retirement planner, residents of Bothell could feel more confident and secure in their financial future, allowing them to enjoy all that this vibrant community has to offer.

Financial Advisor

Residents of Bothell, WA could benefit from the services of a financial advisor in a number of ways. For example, a financial advisor could help residents plan for their retirement by developing a comprehensive investment strategy that takes into account their individual goals and risk tolerance. Additionally, a financial advisor could help residents manage their debt by developing a budget and debt repayment plan that takes into account the high cost of living in the Seattle metropolitan area. Specifically, residents of Bothell may need help navigating the complex real estate market in the area, which has experienced significant growth in recent years. A financial advisor could help residents make informed decisions about buying or selling property, as well as provide guidance on how to manage the tax implications of these transactions. Overall, a financial advisor can provide valuable guidance and support to residents of Bothell, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bothell, WA would benefit greatly from the services of a mortgage loan officer. These professionals can provide assistance with securing a mortgage for the purchase of a home, refinancing an existing mortgage, or obtaining a home equity loan. With the high cost of living in the area, many residents may struggle to afford a home without the help of a mortgage loan officer. Additionally, the unique geography of Bothell, located between Lake Washington and the Cascade Mountains, can make finding the right home a challenge. A knowledgeable mortgage loan officer can help residents navigate these challenges and find the perfect home for their needs. Whether they are first-time homebuyers or seasoned homeowners, residents of Bothell can benefit from the expertise and guidance of a mortgage loan officer.

Tax Services

Residents of Bothell, WA could greatly benefit from the assistance of a tax advisor for a multitude of reasons. One specific issue that plagues the community is the high cost of living, which can result in financial strain for many households. A tax advisor could help these individuals by identifying potential deductions and credits that they may have overlooked, ultimately lowering their tax burden and freeing up extra funds for necessities such as housing, healthcare, and education. Additionally, a tax advisor could provide valuable insight into the complex and ever-changing tax laws and regulations that impact Bothell residents, ensuring that they remain compliant and avoid costly penalties. Overall, the expertise and guidance of a tax advisor could make a significant difference in the financial well-being of Bothell residents.

Estate Planning Lawyer

Residents of Bothell, WA could benefit from the services of an estate planning lawyer in a multitude of ways. Specifically, an estate planning lawyer can help ensure that their assets are distributed according to their wishes after they pass away. This can include creating a will or trust, establishing powers of attorney, and minimizing tax liabilities for their heirs. Additionally, an estate planning lawyer can help Bothell residents navigate the complex laws and regulations surrounding estate planning, which can vary from state to state. With the high cost of living in Bothell, it's important for residents to protect their assets and ensure that their loved ones are provided for in the event of their passing. An estate planning lawyer can provide the necessary expertise and guidance to help residents achieve these goals.

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