Wealth Management in Ketchikan, AK

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List of Firms

Ketchikan, AK Wealth Management Firms

Alaska Small Business Development Center
Location 1900 1st Ave #223, Ketchikan, AK 99901, USA
Phone (907) 786-7201
Teuscher Walpole, LLC
5 out of 5
Location 1734 Tongass Ave, Ketchikan, AK 99901, USA
Phone (907) 225-9688
Greater Ketchikan Chamber of Commerce
Location 2417 Tongass Ave Suite 109, Ketchikan, AK 99901, USA
Phone (907) 225-3184
Wells Fargo Advisors
Location 2415 Tongass Ave, Ketchikan, AK 99901, USA
Phone (907) 225-4141
Edward Jones - Financial Advisor: Ben Edwards, AAMS™
SEC File# 801-3297
CRD# 250
Location 21 Jefferson Way Suite 101, Ketchikan, AK 99901, USA
Phone (907) 220-9988
AGP Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2050 Sea Level Dr STE 104, Ketchikan, AK 99901, USA
Phone (800) 563-1636
Southeast Alaska Investment Co
Location Ketchikan, AK 99901, USA
Phone (907) 225-3402
Wells Fargo Bank
2 out of 5
Location 2415 Tongass Ave, Ketchikan, AK 99901, USA
Phone (907) 225-4141
Blue Anchor Wealth Advisors, LLC
Location 4079 Tongass Ave Suite 204, Ketchikan, AK 99901, USA
Phone (907) 225-6110
Wealth Management in Ketchikan, AK

Where Wealth Management Advisors in Ketchikan, AK Serve

Ketchikan, AK is a small yet vibrant city nestled in the southeastern region of Alaska. Known for its stunning natural beauty, Ketchikan boasts a plethora of landmarks that attract tourists from all over the world. Among these landmarks are the Tongass National Forest, Misty Fjords National Monument, and the Totem Bight State Historical Park. In terms of top employers, Ketchikan has a diverse economy that includes the healthcare industry, education, and tourism. Some of the major employers in the area include the Ketchikan Gateway Borough School District, PeaceHealth Ketchikan Medical Center, and the City of Ketchikan. When it comes to transportation, Ketchikan is primarily accessible by water or air. The city has a small regional airport that offers flights to and from Seattle, as well as a ferry system that connects Ketchikan to other towns and cities in the region.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Ketchikan, AK can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to individuals or businesses that need loans to start or expand their operations. Additionally, banks can offer various saving and investment options to residents, including retirement accounts and money market funds. In a town like Ketchikan, where the economy is heavily reliant on tourism, a bank can also help residents manage their finances during the peak season when there is an influx of visitors. Moreover, a bank can provide essential services such as ATM access and online banking, which are crucial for people living in remote areas like Ketchikan. In conclusion, a bank can play a vital role in supporting the financial needs of residents of Ketchikan, AK, and can help them achieve their financial goals.

Insurance Broker

Residents of Ketchikan, AK can benefit from the services of an insurance broker in several ways. Firstly, the broker can assist in identifying the most suitable insurance policies for the unique needs of Ketchikan residents, given the town's location on the Tongass Narrows and its susceptibility to natural disasters such as flooding and landslides. Secondly, the broker can help individuals and businesses navigate the complex insurance market and find the best coverage at the most affordable rates. Additionally, the broker can provide expert advice on insurance-related matters such as claims processing and risk management. In a town like Ketchikan, where the economy is heavily reliant on tourism and fishing, insurance brokers can also help businesses protect themselves against unforeseen events such as cancellations or equipment damage. Overall, insurance brokers can provide invaluable assistance to residents of Ketchikan, AK, helping them to safeguard their assets and prepare for the unexpected.

Retirement Planning

Residents of Ketchikan, AK could benefit greatly from the services of a retirement planner. With its unique geography and economy, Ketchikan presents a number of challenges that require specialized expertise. For example, with its heavy reliance on tourism, residents may need to plan for fluctuations in income and job security. The planner could provide guidance on investing in a diverse range of assets, including stocks, bonds, and real estate. Additionally, Ketchikan's remote location and harsh weather conditions make it important for residents to have a solid emergency fund in place. The retirement planner could help residents assess their current financial situation and develop a savings plan that takes into account the high cost of living in the area. Overall, a retirement planner could help residents of Ketchikan navigate the unique challenges of planning for retirement in this beautiful but remote Alaskan community.

Financial Advisor

Residents of Ketchikan, AK could greatly benefit from the guidance and expertise of a financial advisor. With the city's reliance on the fishing industry, a financial advisor could help individuals navigate the unpredictable and seasonal nature of this industry. Additionally, with Ketchikan being a remote and isolated community, a financial advisor could assist residents in creating a comprehensive financial plan that accounts for the unique challenges and opportunities of living in this area. This could include strategies for saving for emergencies, retirement planning, and investing in the local economy. Furthermore, a financial advisor could provide guidance on navigating the complex tax laws that affect residents of Alaska, such as the state's lack of a state income tax and the Permanent Fund Dividend program. By working with a financial advisor, residents of Ketchikan can feel more confident in their financial future and better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Ketchikan, AK would greatly benefit from the expertise of a mortgage loan officer in a variety of ways. With a population of just over 8,000, the majority of residents rely on the fishing and tourism industries for their livelihoods. Due to the seasonal nature of these industries, income can be unpredictable, making it difficult for residents to secure a mortgage on their own. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, taking into account the unique challenges of living in a remote Alaskan town. Additionally, with Ketchikan being a coastal community, many homes may require specialized insurance and inspections, which a mortgage loan officer can help facilitate. Overall, the knowledge and guidance of a mortgage loan officer can make the dream of homeownership a reality for the residents of Ketchikan, AK.

Tax Services

Residents of Ketchikan, AK can greatly benefit from the expertise of a tax advisor in various ways. The town's economy is heavily reliant on tourism, fishing, and timber industries, which can create unique tax situations for individuals and small businesses. A tax advisor can assist with navigating the complexities of tax laws and regulations related to these industries, ensuring compliance and minimizing tax liability. Additionally, Ketchikan is located in a remote area of Alaska, which can present challenges for accessing tax resources and staying up-to-date on changes in tax laws. A knowledgeable tax advisor can provide valuable guidance and support, helping residents make informed financial decisions and avoid costly mistakes. Whether it's filing taxes, planning for retirement, or managing investments, a tax advisor can provide tailored solutions that meet the specific needs of Ketchikan residents.

Estate Planning Lawyer

Residents of Ketchikan, AK can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by helping individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Ketchikan, AK, where the rugged terrain and unpredictable weather conditions can make it difficult to access certain areas of the city. Additionally, an estate planning lawyer can help residents minimize their tax liabilities, protect their assets from creditors, and ensure that their healthcare wishes are honored in the event of incapacitation. By working with an estate planning lawyer, residents of Ketchikan, AK can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.


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