Wealth Management in Lynnwood, WA

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Lynnwood, WA Wealth Management Firms

SEC File# 801-80625
CRD# 172736
Location 19009 33rd Ave W #310, Lynnwood, WA 98036, USA
Phone (425) 672-6050
Comprehensive Wealth Management
SEC File# 801-69045
CRD# 116958
5 out of 5
Location 3500 188th St SW #102, Lynnwood, WA 98037, USA
Phone (425) 778-6160
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 – 5:00 PM Saturday: Closed Sunday: Closed
Sparks Financial Services
5 out of 5
Location 19105 36th Ave W #208, Lynnwood, WA 98036, USA
Phone (425) 977-2727
Edelman Financial Engines
1 out of 5
Location 20700 44th Ave W Suite 240, Lynnwood, WA 98036, USA
Phone (833) 752-6333
LBG Advisors
Location 4100 194th St SW, Lynnwood, WA 98036, USA
Phone (425) 778-2800
Wealth Management in Lynnwood, WA

Where Wealth Management Advisors in Lynnwood, WA Serve

Lynnwood is a city in Snohomish County, Washington, United States. The population was 36,484 at the 2010 census. Lynnwood is an enclave of Seattle and is located 18 miles north of downtown Seattle. It is the largest municipality in the Seattle metropolitan area north of Seattle. Some notable landmarks in Lynnwood include Alderwood Mall, which is the largest mall in Washington state; Scriber Lake Park, which has a nature trail and fishing pier; and the Lynnwood Convention Center. The top employers in Lynnwood are currently Walmart, Providence Health & Services, and the City of Lynnwood. Major highways and streets in Lynnwood include I-5, SR-99, and 196th Street SW. The neighborhoods in Lynnwood are Alderwood Manor, Harbour Pointe, Meadowdale, Mountlake Terrace, and Walnut Grove.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Lynnwood, WA provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a wide range of other products and services such as online banking, investment advice, and insurance.

Retirement Planning

Retirement planning in Lynnwood, WA is a process that helps individuals prepare for their retirement. This usually includes setting financial goals, estimating how much money will be needed to cover expenses during retirement, and investing money so that it will grow over time. There are many different ways to approach retirement planning, and each person's situation is unique. However, by following some simple guidelines, most people can create a plan that will help them achieve the retirement they desire.

Tax Services

A tax accountant in Lynnwood, WA is responsible for helping individuals and businesses file their taxes. They can also provide advice on how to reduce one's tax liability. Additionally, a tax accountant may be responsible for preparing estate and gift tax returns.

Financial Advisor

A financial advisor in Lynnwood, WA is a professional who helps people save money and plan for their future. They can help you create a budget, invest your money, and figure out how to pay off your debts. If you're feeling overwhelmed by your finances, or just want some help getting started, a financial advisor can be a great resource.

Insurance Broker

An insurance broker in Lynnwood, WA helps people find the best insurance policies for their needs. He or she will ask about your family, your job, and other factors that may affect your coverage. The broker then searches through a variety of policies to find the one that fits you best. He or she can also help you file claims and answer any questions you may have about your policy.

Mortgage Loan Officer

Mortgage loan officers in Lynnwood, WA help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Lynnwood, WA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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