Wealth Management in Yakima, WA

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List of Firms

Yakima, WA Wealth Management Firms

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Surience Private Wealth
SEC File# 801-120656
CRD# 313055
3 out of 5
Location 402 E Yakima Ave Suite 120, Yakima, WA 98901, USA
Phone (509) 853-1597
Directions
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Northwestern Mutual
5 out of 5
Location 117 E Yakima Ave, Yakima, WA 98901, USA
Phone (509) 457-1660
Directions
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Heritage Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6 S 2nd St Ste 402, Yakima, WA 98901, USA
Phone (509) 452-9004
Directions
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JEM Development - Commercial Property Management
Location 402 E Yakima Ave #1200, Yakima, WA 98901, USA
Phone (509) 248-4040
Directions
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
Directions
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Edward Jones - Financial Advisor: Scott D Holt
4 out of 5
Location 4001 Summitview Ave Suite 23, Yakima, WA 98908, USA
Phone (509) 965-1100
Directions
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Ascend Financial Group, LLC
Location 24 N 2nd St, Yakima, WA 98901, USA
Phone (509) 248-4589
Directions
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Landmark Management Services
4 out of 5
Location 312 N 3rd St #2, Yakima, WA 98901, USA
Phone (509) 972-9520
Directions
Wealth Management in Yakima, WA

Where Wealth Management Advisors in Yakima, WA Serve

Nestled in the heart of Washington state, Yakima is a vibrant city with a rich history and a diverse community. From its stunning natural landscapes to its bustling urban center, Yakima is a city that truly has something for everyone. One of the most iconic landmarks in Yakima is the Yakima Valley Museum, which showcases the region's unique history and culture. Other must-see attractions include the Yakima River Canyon Scenic Byway, which offers breathtaking views of the surrounding mountains, and the Yakima Area Arboretum, which boasts over 1,000 species of plants. In terms of top employers, Yakima is home to a number of major companies, including Yakima Valley Memorial Hospital, Yakima School District, and Yakima County. These organizations provide thousands of jobs to local residents and contribute significantly to the city's economy. When it comes to transportation, Yakima is easily accessible via several major highways, including Interstate 82 and US Route 97.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Yakima, WA can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance for those who want to start small businesses in the region, which could help boost the local economy. Secondly, Yakima is known for its agriculture industry, and a bank can offer loans and other financial services to farmers to help them expand and improve their operations. Additionally, a bank can help residents with their personal finances, such as providing mortgages for those looking to buy homes in the area, or offering investment opportunities for those who want to grow their wealth. Furthermore, Yakima is prone to natural disasters such as wildfires and floods, and a bank can provide assistance to those affected by such events, such as offering low-interest loans or waiving fees for affected customers. Overall, a bank can play a crucial role in supporting the financial needs of Yakima's residents and helping the community thrive.

Insurance Broker

Residents of Yakima, WA can benefit from an insurance broker in numerous ways. For one, an insurance broker can help Yakima residents navigate the complexities of healthcare coverage, which is particularly important given the high rates of chronic disease in the area. Additionally, an insurance broker can help Yakima residents find affordable car insurance, which is crucial given the lack of public transportation options in the city. Furthermore, an insurance broker can help Yakima residents protect their homes and possessions from the frequent wildfires that plague the region. Overall, an insurance broker can provide invaluable assistance to Yakima residents by helping them find the right insurance coverage to meet their unique needs and protect them from the many risks they face living in this beautiful but challenging part of the country.

Retirement Planning

Residents of Yakima, WA would greatly benefit from the expertise of a retirement planner. With its large population of retirees, the need for financial planning and investment management is paramount. The planner can help residents navigate the complexities of Social Security benefits, pension plans, and retirement accounts. Additionally, with the unique agricultural economy of Yakima, the planner can assist in creating a diversified investment portfolio that takes into account the fluctuations of the market and the impact of weather patterns on crop yields. The planner can also provide guidance on long-term care options and estate planning, ensuring that residents have a comprehensive plan in place for their golden years. With the help of a retirement planner, residents of Yakima can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Yakima, WA can benefit from the expertise of a financial advisor in a variety of ways. With the city's economy heavily dependent on agriculture, a financial advisor can assist in creating a diversified investment portfolio that takes into account the cyclical nature of the industry. Additionally, with the city's median household income below the national average, a financial advisor can provide guidance on budgeting, debt management, and savings strategies to help residents achieve their financial goals. Furthermore, with Yakima being located in a region prone to natural disasters such as wildfires and floods, a financial advisor can help residents prepare for unexpected expenses and ensure that they have adequate insurance coverage. Overall, a financial advisor can provide invaluable assistance to residents of Yakima in navigating the complex world of personal finance and achieving long-term financial stability.

Mortgage Loan Officer

Residents of Yakima, WA can benefit from the services of a mortgage loan officer in several ways. For instance, the officer can help them navigate the complex process of securing a mortgage loan, which can be particularly daunting in a city with a high cost of living like Yakima. Additionally, the officer can help residents understand the various types of loans available to them, such as FHA loans or VA loans, and determine which one is best suited for their financial situation. Furthermore, the officer can provide guidance on how to improve their credit score, which is especially important in a city where the average credit score is lower than the national average. Ultimately, a mortgage loan officer can make the home-buying process smoother and less stressful for residents of Yakima, WA.

Tax Services

Residents of Yakima, WA could benefit from the expertise of a tax advisor in a number of ways. For example, Yakima is known for its agricultural industry, which means that many residents may have unique tax situations related to farming or ranching. A tax advisor could help these individuals navigate the complex tax laws related to agriculture, including deductions for equipment and expenses, as well as tax credits for conservation efforts. Additionally, Yakima has a sizable Hispanic population, and a tax advisor could assist these individuals with navigating the tax code in their native language and understanding any cultural nuances that may impact their tax situation. Overall, a tax advisor can provide invaluable assistance to Yakima residents in maximizing their tax benefits and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Yakima, WA could benefit from the expertise of an estate planning lawyer in a variety of ways. For example, with Yakima's large agricultural industry, a lawyer could assist farmers in creating a succession plan for their family-owned businesses. Additionally, with the city's diverse population, an estate planning lawyer could help individuals navigate the complexities of estate planning for blended families or for those with non-traditional relationships. Furthermore, with Yakima's location in a region prone to natural disasters, an estate planning lawyer could advise residents on how to protect their assets in the event of a catastrophic event such as a wildfire or earthquake. Overall, an estate planning lawyer could provide valuable guidance to Yakima residents in ensuring their assets are protected and their wishes are carried out after they are gone.

Yakima, WA Financial Resources

Yakima, WA Chamber of Commerce

https://www.yakima.org/

Yakima, WA City Hall

https://www.yakimawa.gov/

Yakima, WA Public Library

https://www.yvl.org/

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