Wealth Management in Lewiston, ID

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List of Firms

Lewiston, ID Wealth Management Firms

McCampbell Insurance, Inc.
Location 504 Main St Byp Suite 121, Lewiston, ID 83501, USA
Phone (800) 823-8289
Weibler Financial & Retirement
Location 508 8th St, Lewiston, ID 83501, USA
Phone (208) 798-7000
Elite Financial Inc
SEC File# 801-119574
CRD# 286667
5 out of 5
Location 739 Bryden Ave suite b, Lewiston, ID 83501, USA
Phone (208) 746-2007
Time Monday: 9:30 AM – 4:30 PM Tuesday: 9:30 AM – 4:30 PM Wednesday: 9:30 AM – 4:30 PM Thursday: 9:30 AM – 4:30 PM Friday: 9:30 AM – 2:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Sherrie Beckman, AAMS™
SEC File# 801-3297
CRD# 250
3 out of 5
Location 940 Bryden Ave, Lewiston, ID 83501, USA
Phone (208) 746-3875
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 – 4:00 PM Saturday: Closed Sunday: Closed
Wealth Management in Lewiston, ID

Where Wealth Management Advisors in Lewiston, ID Serve

Lewiston, ID is a charming city located in Nez Perce County, Idaho and boasts of several notable landmarks that are worth exploring. The majestic Clearwater River flows through the heart of the city, offering picturesque views that are simply breathtaking. The city is also home to the scenic Hells Gate State Park, which is a popular destination for outdoor enthusiasts and nature lovers alike. Top employers in Lewiston include St. Joseph Regional Medical Center, Lewis-Clark State College, and the Nez Perce County School District. The city's economy is largely driven by healthcare, education, and manufacturing industries. Major highways and streets in Lewiston include US Route 12, Idaho State Highway 129, and Main Street. These roads provide easy access to neighboring cities and towns, making it convenient for residents to commute and travel. Lewiston has several neighborhoods, each with its unique charm and character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lewiston, ID would be helped by a bank in a multitude of ways. One specific example is that a bank could provide financial support to small businesses in the area. Lewiston, ID is a small town with a population of just over 32,000 people. While the town has a rich history and beautiful scenery, it can be difficult for small businesses to thrive in such a small market. A bank could offer loans and other financial services that would help these businesses grow and succeed. In addition, a bank could also provide financial education and resources to help residents better manage their personal finances. This could include things like budgeting tools, investment advice, and retirement planning. Overall, a bank could play a vital role in supporting the economic growth and financial well-being of the residents of Lewiston, ID.

Insurance Broker

Residents of Lewiston, ID can benefit greatly from the services of an insurance broker. With the unique geography of the city, which sits at the confluence of the Snake and Clearwater Rivers, residents face a higher risk of flood damage. An insurance broker can help them navigate the complex world of flood insurance and ensure they have adequate coverage to protect their homes and belongings. In addition, Lewiston is home to many small businesses, and an insurance broker can assist these entrepreneurs in finding affordable and comprehensive coverage to protect their assets. With the ever-changing landscape of the insurance industry, it can be challenging for residents of Lewiston to stay up-to-date on the latest policies and regulations. An insurance broker can provide expert guidance and support to help them make informed decisions about their insurance needs.

Retirement Planning

Residents of Lewiston, ID could benefit from a retirement planner in a multitude of ways. Firstly, the planner could assist in creating a comprehensive retirement plan that takes into account the unique economic and social factors of the area. For example, Lewiston's economy is heavily reliant on agriculture and manufacturing, which may require a different investment strategy than a city with a more diversified economy. Additionally, the planner could help navigate the complexities of social security and Medicare, ensuring that residents receive the maximum benefits they are entitled to. Furthermore, the planner could provide guidance on estate planning and long-term care options, which are particularly important in a state with a rapidly aging population. Overall, a retirement planner could provide invaluable support to residents of Lewiston, ID as they navigate the challenges and opportunities of retirement.

Financial Advisor

Residents of Lewiston, ID could greatly benefit from the services of a financial advisor in a variety of ways. With its proximity to the Snake River and the Hells Canyon National Recreation Area, many residents may be involved in outdoor recreation activities that require significant financial investment. A financial advisor could help residents plan for these expenses and ensure that they are able to enjoy their hobbies without going into debt. Additionally, the cost of living in Lewiston is higher than the national average, which can make it difficult for residents to save for retirement or other long-term financial goals. A financial advisor could help residents create a budget and investment plan that takes into account the unique economic factors of the area, such as the local job market and housing costs. Finally, Lewiston is home to a significant population of retirees, who may need help managing their retirement savings and planning for healthcare expenses. A financial advisor could provide guidance on how to maximize Social Security benefits, navigate Medicare, and plan for long-term care needs.

Mortgage Loan Officer

Residents of Lewiston, ID can benefit from the expertise of a mortgage loan officer in various ways. For instance, a loan officer can help residents navigate the complex lending process by providing valuable insights on the available mortgage options, interest rates, and repayment terms. Moreover, residents can leverage the loan officer's knowledge of the local real estate market to find the best deals on homes and properties in Lewiston. Additionally, the loan officer can assist residents in securing the necessary documentation and meeting the eligibility criteria required for mortgage approval. With Lewiston's growing economy and diverse population, a mortgage loan officer can be an invaluable resource for residents looking to invest in their future and build equity in their homes.

Tax Services

Residents of Lewiston, ID can greatly benefit from the assistance of a tax advisor in a multitude of ways. Firstly, given the city's location near the Idaho-Washington border, residents may need guidance on navigating the tax laws of both states. Additionally, with the recent influx of retirees to the area, a tax advisor could provide valuable advice on tax-efficient retirement planning. Furthermore, Lewiston's economy is heavily reliant on agriculture, and a tax advisor could assist farmers and agribusinesses in maximizing deductions and credits related to their operations. Overall, a tax advisor can provide invaluable assistance to residents of Lewiston, ID in navigating the complex and ever-changing landscape of tax laws and regulations.

Estate Planning Lawyer

Residents of Lewiston, ID can benefit from the services of an estate planning lawyer in several ways. For example, an estate planning lawyer can help individuals create a plan for their assets and property in the event of their death. This includes drafting a will, establishing trusts, and naming beneficiaries. In Lewiston, ID, where the median age is 40.2 years, estate planning is particularly important for those nearing retirement age or those with significant assets. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, ensuring that individuals have control over their medical decisions and finances if they become incapacitated. Finally, an estate planning lawyer can help with probate and estate administration, ensuring that the wishes of the deceased are carried out and that the process is as smooth and efficient as possible.


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