Wealth Management in Matanuska-Susitna, AK

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List of Firms

Matanuska-Susitna, AK Wealth Management Firms

Merrill Lynch Wealth Management Advisor Amrita McSharry
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6646
Dynamic Capital Management, Inc.
Location 733 W 4th Ave, Anchorage, AK 99501, USA
Phone (907) 562-6374
Merrill Lynch Wealth Management Advisor William Marshall
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6612
Jason Longlet - Morgan Stanley
5 out of 5
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5716
Capital Management Network
Location 548 Coastal Pl, Anchorage, AK 99501, USA
Phone (907) 222-9801
Merrill Lynch Wealth Management Advisor Tyann Hollis
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6624
Merrill Lynch Wealth Management
3 out of 5
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 561-4433
Baer Capital Management
Location 737 M St, Anchorage, AK 99501, USA
Phone (907) 677-1555
The Ellis Group, Inc
Location 541 S Cobb St #205, Palmer, AK 99645, USA
Phone (907) 746-7526
Merrill Lynch Wealth Management Advisor John Hanna
Location 3601 C Street Penthouse Suite West, Anchorage, AK 99503, USA
Phone (907) 564-6636
Empirical Wealth Management
SEC File# 801-72168
CRD# 152622
Location 911 W 8th Ave Suite 101, Anchorage, AK 99501, USA
Phone (907) 331-4984
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
Chad Adams - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5971
North Harbor Wealth Management
Location 3601 Minnesota Dr, Anchorage, AK 99503, USA
Phone (907) 276-1911
North Harbor Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1174 N Leatherleaf Loop, Wasilla, AK 99654, USA
Phone (907) 373-1200
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Alaska Investment Corporation
Location 4105 E Turnagain Blvd, Anchorage, AK 99517, USA
Phone (907) 245-1554
Sam Wolfe - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5770
Arbor Capital Management
SEC File# 801-57392
CRD# 111362
Location 800 E Dimond Blvd # 3-310, Anchorage, AK 99515, USA
Phone (907) 978-1176
Merrill Lynch Wealth Management Advisor Laura Sturdevant
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6652
Washington Capital Management
SEC File# 801-14263
CRD# 105253
Location 2550 Denali St # 1611, Anchorage, AK 99503, USA
Phone (907) 272-5022
K&J Planning Group
Location 851 Westpoint Dr #209, Wasilla, AK 99654, USA
Phone (907) 376-8373
Aurora Wealth Management - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5971
Merrill Lynch Wealth Management Advisor Mark K Titzel
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6635
Merrill Lynch Wealth Management Advisor Kenneth E Jones
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6659
The Legacy Group - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5957
mindovermatter^_*
SEC File# 801-111055
CRD# 158043
Location 7362 W Parks Hwy #450, Wasilla, AK 99623, USA
Lighthouse Wealth Management
SEC File# 801-117825
CRD# 157925
Location 15350 Old Seward Hwy, Anchorage, AK 99516, USA
Phone (907) 917-4870
The Denali Group - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5779
Merrill Lynch Wealth Management Advisor Michael W Murphy
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6696
The May Longlet Cook Group - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5701
First Command
SEC File# 801-56942
CRD# 281958
5 out of 5
Location 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone (907) 272-8772
Matanuska Valley Financial Services
Location 1020 S Bailey St, Palmer, AK 99645, USA
Phone (907) 745-9182
Merrill Lynch Wealth Management Advisor Jonathan Orion Coon
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6626
The Frontier Group - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5964
Merrill Lynch Wealth Management Advisor Jacob Olmscheid
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6650
Wealth Management in Matanuska-Susitna, AK

Where Wealth Management Advisors in Matanuska-Susitna, AK Serve

Matanuska-Susitna, AK is a borough located in the southcentral region of Alaska. The borough is home to the cities of Palmer and Wasilla, as well as the villages of Talkeetna and Knik-Fairview. Major landmarks in Matanuska-Susitna include the Matanuska-Susitna Valley, the Knik Glacier, and the Chugach Mountains. The top employers in the borough are the State of Alaska, the City of Palmer, and Matanuska-Susitna College. Major highways and streets in the borough include Alaska Route 1 and the Glenn Highway. The neighborhoods in Matanuska-Susitna are diverse and include everything from rural villages to suburban neighborhoods.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Matanuska-Susitna, AK provide a variety of services to their customers. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these basic services, banks also offer a variety of other products and services that can be beneficial to their customers. For example, some banks offer online banking which allows customers to conduct transactions from the comfort of their own home. Other banks may have ATMs located in various places throughout the community which makes it easy for customers to access their money when they need it.

Retirement Planning

If you're looking for a retirement destination that has plenty of outdoor activities and a small-town feel, Matanuska-Susitna, AK may be the right place for you. This borough in the south central region of Alaska is home to the Matanuska Glacier, one of the largest glaciers in North America. It's also known for its hunting and fishing opportunities. If you're not interested in spending your days outdoors, there are still plenty of things to do in this vibrant community. Museums, theaters, and art galleries abound, as does shopping and dining. The cost of living is relatively low here, making it an affordable place to retire.

Tax Services

A tax accountant in Matanuska-Susitna, AK is responsible for helping individuals and businesses file their taxes. They work with clients to ensure that they are taking advantage of all the deductions and credits to which they are entitled, and help them stay in compliance with tax laws. Tax accountants may also be responsible for preparing and filing returns on behalf of their clients, and may offer advice on how to reduce one's tax liability.

Financial Advisor

A financial advisor in Matanuska-Susitna, AK helps people save for their future and plan for their retirement. They offer guidance on how to invest money and work with people to create a budget that meets their needs. They can also help people apply for government assistance programs or loans.

Insurance Broker

An insurance broker in Matanuska-Susitna, AK helps people find the best rates on car insurance, home insurance, and life insurance. They can also help you find discounts on your policies, and they work with a variety of different companies so that you can get the best possible deal.

Mortgage Loan Officer

A mortgage loan officer in Matanuska-Susitna, AK helps people get mortgages. They help people figure out how much they can afford, and they help them get the best mortgage possible. They also work with people who are having trouble making their mortgage payments, to try to help them keep their homes.

Estate Planning Lawyer

An estate planning lawyer in Matanuska-Susitna, AK 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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