Wealth Management in Yakima County, WA

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List of Firms

Yakima County, WA Wealth Management Firms

Capital Advisors Wealth Management
SEC File# 801-118930
CRD# 309387

5 out of 5

Location 1104 N 35th Ave, Yakima, WA 98902, USA
Phone (509) 469-5030
Time Monday: 7:30 AM – 4:00 PM Tuesday: 7:30 AM – 4:00 PM Wednesday: 7:30 AM – 4:00 PM Thursday: 7:30 AM – 4:00 PM Friday: 7:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Financial Advisors | U.S. Bancorp Investments
Location 801 N 39th Ave, Yakima, WA 98902, USA
Phone (509) 895-5693
Reid Financial Management
Location 1320 N 16th Ave, Yakima, WA 98902, USA
Phone (509) 457-0800
Morgan Stanley Financial Advisors
Location 3909 Castlevale Rd STE 100, Yakima, WA 98902, USA
Phone (509) 248-5220
Edward Jones - Financial Advisor: Scott D Holt
SEC File# 801-3297
CRD# 250

4 out of 5

Location 4001 Summitview Ave Suite 23, Yakima, WA 98908, USA
Phone (509) 965-1100
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 2301 W Nob Hill Blvd Ste 4, Yakima, WA 98902, USA
Phone (509) 453-5936
Michael Norton - Morgan Stanley
Location 3909 Castlevale Rd STE 100, Yakima, WA 98902, USA
Phone (509) 454-2345
Brent Hudson - RBC Wealth Management Financial Advisor
Location 925 Triple Crown Way, Yakima, WA 98908, USA
Phone (509) 573-6203
Todd F. Homer, CMFC
SEC File# 801-71546
CRD# 151298

5 out of 5

Location 1450 N 16th Ave #100, Yakima, WA 98902, USA
Phone (509) 453-4945
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About Yakima County, WA

Yakima County, Washington is located in the southeastern part of the state. It is bordered by the Columbia River to the north and the Yakima River to the south. The county seat is Yakima, which is also the largest city in the county. Other major cities include Toppenish, Grandview, and Sunnyside. The economy of Yakima County is based largely on agriculture. Major crops include apples, hops, cherries, and grapes. The county also has a number of major employers, including Yakima Valley Memorial Hospital, YRC Freight, and Zillah Fruit Company. Major highways and streets include Interstate 82 and U.S. Route 12. Some of the county's neighborhoods include Union Gap, Terrace Heights, and West Valley.

Where Wealth Management Advisors in Yakima County, WA Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Yakima County, WA provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and mobile banking for their customers' convenience. In addition, banks provide a variety of other services such as investment advice, insurance products, and trust services.

Retirement Planning

In Yakima County, WA, there are a variety of options for those looking to retire. The county has a number of retirement communities, as well as programs and services that cater to retirees. There are also a number of financial advisors in the area who can help with retirement planning.

Tax Services

Tax accountants in Yakima County, WA provide tax planning and preparation services to individuals and businesses in the area. They work with clients to identify tax savings opportunities and help them file tax returns accurately and on time. Tax accountants may also be responsible for ensuring that businesses meet all of the requirements for filing taxes, such as paying estimated taxes and withholding taxes from employees' paychecks.

Financial Advisor

A financial advisor in Yakima County, WA helps people save and invest money. They can help you plan for retirement, or figure out how to pay for your child's education. They can also help you manage your debt, and make smart financial decisions. If you're looking for help with your finances, a financial advisor can be a great resource.

Insurance Broker

An insurance broker in Yakima County, WA is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

Mortgage loan officers in Yakima County, WA work with borrowers to help them get mortgages. They work with banks and other lenders to find the best mortgage products for their clients, and they help borrowers through the application process. Mortgage loan officers also work with buyers who are looking to purchase a home, and they can help them find the best financing options for their needs.

Estate Planning Lawyer

An estate planning lawyer in Yakima County, WA helps people create a will and other legal documents to ensure their property is distributed according to their wishes after they die. They can also help with trusts, powers of attorney, and healthcare directives.


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