Wealth Management in Camas, WA

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List of Firms

Camas, WA Wealth Management Firms

Nierenberg Investment Management Co
SEC File# 801-74080
CRD# 155416
1 out of 5
Location 19605 NE 8th St, Camas, WA 98607, USA
Phone (360) 604-8600
Directions
Beacon Rock Wealth Advisors/BR Capital, Inc.
Location 2005 SE 192nd Ave Ste 200, Camas, WA 98607, USA
Phone (360) 735-1900
Language https://beaconrwa.com/
Directions
Financial Advisors | U.S. Bancorp Investments
Location 430 NE Adams St, Camas, WA 98607, USA
Phone (360) 817-6545
Language https://www.usbank.com/wealth-management/find-an-advisor/wa/camas/allen-kim.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Wealth Management in Camas, WA

Where Wealth Management Advisors in Camas, WA Serve

Camas, WA is a charming city located in Clark County that boasts a plethora of landmarks and attractions. From the picturesque Lacamas Lake to the stunning Washougal River, nature lovers will find plenty to explore. The city is also home to the historic Camas Hotel and the Camas Public Library, both of which are must-see destinations for visitors. When it comes to employment, Camas is a hub for high-tech companies, with Hewlett-Packard, Sharp Microelectronics, and WaferTech among the top employers. The city's thriving business community has helped to fuel its growth and prosperity over the years. Major highways and streets in Camas include the I-205, SR-14, and NE 3rd Avenue, which provide easy access to nearby cities like Vancouver and Portland. Meanwhile, neighborhoods like Prune Hill and Crown Park offer a mix of residential and commercial properties, making them popular destinations for families and professionals alike.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Camas, WA would greatly benefit from the services provided by a bank. With its growing population and diverse economy, Camas is a city that requires a range of financial solutions. For instance, a bank could offer loans to small businesses that are looking to expand or start up in the area. Additionally, residents could utilize the bank's online banking services to easily manage their finances and pay bills. Furthermore, with the city's proximity to the Columbia River Gorge, a bank could provide specialized services for outdoor enthusiasts, such as financing for recreational vehicles or loans for purchasing outdoor equipment. Overall, a bank in Camas, WA would be able to offer a wide range of financial solutions to meet the unique needs of its residents.

Insurance Broker

Residents of Camas, WA could benefit from the services of an insurance broker in a variety of ways. For example, an insurance broker could help residents navigate the complex world of health insurance, which can be especially confusing in Camas due to the city's relatively small size and limited number of healthcare providers. Additionally, an insurance broker could help residents find affordable home insurance policies that provide adequate coverage for the unique risks associated with living in Camas, such as the threat of flooding or wildfires. Finally, an insurance broker could help residents protect their businesses by finding comprehensive commercial insurance policies that cover everything from property damage to liability claims. In short, an insurance broker can provide invaluable assistance to residents of Camas, WA by helping them find the right insurance policies to meet their unique needs and protect their assets.

Retirement Planning

Residents of Camas, WA can greatly benefit from the expertise of a retirement planner. With the city's median age at 39 years old, many residents are approaching retirement age and may not have a clear plan in place. A retirement planner can help these individuals evaluate their current financial situation, including any retirement accounts they may have, and develop a comprehensive plan to ensure they are financially secure in their golden years. This may include creating a budget, identifying potential sources of income, and exploring investment options. Additionally, a retirement planner can help Camas residents navigate the complex world of social security and Medicare, ensuring they are maximizing their benefits. With the cost of living in Camas being higher than the national average, it is crucial for residents to have a solid retirement plan in place to avoid financial hardship in their later years.

Financial Advisor

Residents of Camas, WA would greatly benefit from the guidance of a financial advisor in several ways. Firstly, the town's economy is heavily reliant on the paper industry, which has seen a decline in recent years. A financial advisor can help individuals navigate this uncertain economic landscape and make informed decisions about their investments and retirement planning. Additionally, Camas is home to many high-tech companies, which can offer lucrative job opportunities but also come with the risk of stock market volatility. A financial advisor can provide insight into the best ways to invest in these companies and minimize risk. Furthermore, with the cost of living in Camas being higher than the national average, a financial advisor can help residents create a budget and manage their expenses to achieve their financial goals. Overall, a financial advisor can provide invaluable guidance and support to residents of Camas, helping them navigate the complexities of the local economy and achieve financial stability.

Mortgage Loan Officer

Residents of Camas, WA can benefit significantly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for a new home or refinance an existing mortgage. With Camas being a rapidly growing city in Washington, the demand for housing is high, and a mortgage loan officer can help residents navigate the competitive real estate market. They can also provide guidance on the best mortgage options available, including fixed-rate and adjustable-rate mortgages. Additionally, with the unique geographic location of Camas, nestled between the Columbia River Gorge and the Cascade Mountains, a mortgage loan officer can provide insight into the impact of natural disasters on the housing market and help residents secure appropriate insurance coverage.

Tax Services

Residents of Camas, WA can benefit greatly from the advice and guidance of a tax advisor. With its thriving community and bustling economy, Camas is home to many small businesses and entrepreneurs who need help navigating the complex world of tax laws and regulations. A tax advisor can provide valuable insights into how to minimize tax liabilities, maximize deductions, and stay compliant with local and federal tax codes. Additionally, a tax advisor can help residents plan for the future by providing advice on retirement savings, estate planning, and other financial matters. With the right guidance, residents of Camas can make informed decisions that will help them achieve their financial goals and secure their financial future.

Estate Planning Lawyer

Residents of Camas, WA can benefit from estate planning lawyers in various ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Camas, WA, where the median home value is $500,000, and residents may have significant assets that need to be protected. Additionally, estate planning lawyers can help residents minimize estate taxes, which can be a significant burden in Washington state, where the estate tax rate ranges from 10% to 20%. Furthermore, estate planning lawyers can assist residents in setting up trusts, which can help protect their assets from creditors and ensure that their assets are distributed to their beneficiaries in a timely manner. Overall, estate planning lawyers can provide valuable assistance to residents of Camas, WA, in protecting their assets and ensuring that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Camas, WA can provide a plethora of wealth management services to help clients achieve their financial goals. From investment planning and risk management to estate planning and tax optimization, a wealth manager can provide comprehensive financial solutions tailored to each client's unique needs and circumstances. One specific aspect of wealth management in Camas, WA is the region's thriving technology industry. With major companies like Hewlett Packard and Sharp Electronics located in the area, a skilled wealth manager can help clients navigate the complexities of investing in tech stocks and other related assets. Additionally, with the natural beauty of the Pacific Northwest and a growing population of retirees, a wealth manager can also provide guidance on retirement planning and income distribution strategies to ensure a comfortable and secure retirement. Overall, a wealth manager in Camas, WA can provide invaluable financial expertise and guidance to help clients achieve long-term financial success.

Nestled in the heart of Clark County, Camas, WA, is a thriving community that boasts a plethora of financial advisors, including wealth managers. What sets Camas apart is its unique combination of natural beauty and economic prosperity. With stunning views of Mount Hood and the Columbia River Gorge, Camas offers a tranquil setting that is perfect for those seeking financial guidance. The town's commitment to sustainable growth has attracted a diverse group of businesses, from high-tech startups to established financial institutions. This means that Camas residents have access to a wide range of wealth management services, from traditional investment portfolios to cutting-edge financial technology. Whether you're planning for retirement, investing in a new business venture, or simply looking to grow your wealth, Camas is the ideal place to find a wealth manager who can help you achieve your financial goals.