What are some popular services for financial advising?

A financial advisor in Bellevue, WA can provide a wide range of financial advising services to help clients achieve their financial goals. These services may include retirement planning, investment management, tax planning, estate planning, and more. Bellevue, WA is known for its thriving technology industry, and as such, a financial advisor in this area may also specialize in providing financial advice to tech professionals and entrepreneurs. They may offer guidance on stock options, equity compensation, and other unique financial considerations that are common in the tech industry. With their bursty and complex approach to financial advising, a Bellevue-based financial advisor can help clients navigate the complexities of their finances and make informed decisions that will set them up for long-term success.

What are people saying about financial advising services in Bellevue, WA?

Bellevue, WA is undoubtedly the best place to get financial advising. With its thriving economy and a plethora of financial institutions, it is no wonder that this city is a hub for financial advice. The city's unique location, nestled between the picturesque Lake Washington and the majestic Cascade Mountains, provides an inspiring backdrop for financial advisors to offer their services. Moreover, the city's diverse population and growing business community create a dynamic environment for financial advisors to tailor their advice to meet the unique needs of their clients. Bellevue's financial advisors are renowned for their expertise in a wide range of financial matters, from investment management to retirement planning. They are adept at navigating the complex financial landscape and providing sound advice to their clients. Whether you are a seasoned investor or a novice, Bellevue's financial advisors have the skills and knowledge to help you achieve your financial goals.

What does a financial planner do?

A financial planner in Bellevue, WA is a professional who provides comprehensive financial advice to individuals and businesses. They help clients create a financial plan that aligns with their goals, risk tolerance, and budget. Bellevue, WA is a bustling city located in the heart of the Pacific Northwest, known for its vibrant tech industry and stunning natural beauty. The financial planner in Bellevue, WA has to be well-versed in the latest trends and developments in the tech industry, as many of their clients work in this field. They also need to have a deep understanding of the local real estate market, which is notoriously competitive and fast-paced. To succeed as a financial planner in Bellevue, WA, one must be able to navigate the complexities of the city's economy, while also providing personalized and tailored advice to each client.

When should you get a financial planner?

Bellevue, WA residents should consider reaching out to a financial advisor when they are experiencing a significant change in their financial situation. This could include a sudden increase in income due to a new job or inheritance, or a decrease in income due to job loss or retirement. Bellevue, WA is known for its high cost of living and competitive job market, which can make financial planning and management particularly challenging. Additionally, many residents may be juggling multiple financial priorities, such as saving for retirement, paying off student loans, and managing the costs of homeownership. A financial advisor can help residents navigate these complex financial challenges and develop a personalized plan that aligns with their goals and values. By seeking guidance from a professional, Bellevue, WA residents can gain peace of mind and confidence in their financial future.

How do I choose the right financial advisor?

A financial advisor in Bellevue, WA must possess a unique set of qualities to succeed in the competitive financial industry. Firstly, they must have a deep understanding of the local market and economic trends specific to Bellevue, such as the city's booming tech industry and its impact on the real estate market. Additionally, they must be skilled in navigating the complexities of the tax code and financial regulations, as Washington state has its own set of laws and regulations that differ from other states. A successful financial advisor must also possess excellent communication skills to effectively convey complex financial concepts to clients in a clear and concise manner. Furthermore, they must be able to adapt to the diverse needs and preferences of Bellevue's affluent and culturally diverse population. Overall, a financial advisor in Bellevue must be knowledgeable, adaptable, and able to provide personalized financial solutions that align with their clients' goals and values.

What makes Bellevue, WA the top choice for financial advising?

Bellevue, WA is home to some of the top financial advising firms in the country. These firms offer a wide range of services, from investment management to retirement planning and estate planning. One thing that sets Bellevue apart from other cities is its thriving tech industry. Many of these firms have adapted to the changing landscape of finance by incorporating technology into their services. They offer online platforms for clients to access their accounts, as well as mobile apps that allow them to track their investments on-the-go. Additionally, these firms have a deep understanding of the local economy and can provide tailored advice to clients based on their unique circumstances. With their expertise and innovative approach, these financial advising firms are helping clients in Bellevue achieve their financial goals and secure their futures.

How do financial advisors get paid?

Financial advisors in Bellevue, WA are compensated in various ways. One common method is through fee-based compensation, which means that the advisor charges a fee based on a percentage of the assets they manage for their clients. Another method is through commission-based compensation, where the advisor earns a commission on the financial products they sell to their clients. Bellevue, WA is known for its affluent population, and as a result, financial advisors in the area may have access to high net worth individuals who require specialized services. Additionally, some advisors may also offer hourly or project-based compensation for specific financial planning needs. Overall, financial advisors in Bellevue, WA have a range of compensation options to choose from, depending on their business model and the needs of their clients.

Find the Top Financial Advisors Serving Bellevue, WA

Connect With a Financial Planner

List of Firms

Bellevue, WA Fiduciary Financial Advisors

Paul R. Ried Financial Group, LLC

SEC File# 801-113796

CRD# 297284

5 out of 5

10801 Main St #201, Bellevue, WA 98004, USA

(425) 646-6777

http://www.paulried.com/

Directions

TrueWealth Financial Partners

SEC File# 801-122242

CRD# 316079

5 out of 5

915 118th Ave SE Suite 140, Bellevue, WA 98005, USA

(425) 615-7360

http://truewealthfp.com/

Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed

Directions

Pacific Financial Advisors, Inc.

5 out of 5

14410 Bel-Red Rd Suite 110, Bellevue, WA 98007, USA

(425) 458-2773

https://pacificfa.com/

Directions

Josh Baker - Financial Advisor, Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

5 out of 5

929 108th Ave NE Ste 1200, Bellevue, WA 98004, USA

(425) 372-4746

https://www.ameripriseadvisors.com/team/baker-phillips-wealth-management/financial-advice-team/Josh.Baker/?cid=IP_local_google

Directions

Baird Private Wealth Management

777 108th Ave NE Unit 1600, Bellevue, WA 98004, USA

(877) 274-4264

https://bellevue.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=107

Directions

Where Certified Financial Advisors in Bellevue, WA Serve

Bellevue, WA is a bustling city located just east of Seattle. It is home to a plethora of landmarks, including the Bellevue Arts Museum, the Bellevue Botanical Garden, and the Bellevue Downtown Park. The city's top employers include Microsoft, T-Mobile, and Expedia, making it a hub for technology and innovation. Major highways that run through Bellevue include Interstate 405 and State Route 520, providing easy access to nearby cities and attractions. The city is divided into several neighborhoods, each with its own unique charm and character, such as Downtown Bellevue, Crossroads, and Factoria. With its vibrant culture, diverse population, and thriving economy, Bellevue is a city that truly has something for everyone.

Nearby Locations

Arlington, WA Bainbridge Island, WA Bellingham, WA Benton County, WA Bothell, WA Camas, WA Clark County, WA Cowlitz County, WA

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bellevue, WA are fortunate to have a variety of banking options available to them. One of the most common ways that residents are serviced by banks is through the numerous branch locations throughout the city. Whether you're in the bustling downtown area or one of the quieter residential neighborhoods, you're likely to find a bank branch nearby. Additionally, many banks in Bellevue offer online and mobile banking services, making it easy for residents to manage their finances on the go. One specific thing that sets Bellevue apart from other cities is its thriving tech industry, which has led to an increased demand for innovative banking solutions. As a result, many banks in Bellevue are at the forefront of digital banking, offering cutting-edge features like mobile check deposit and real-time account alerts.

Insurance Broker

Residents of Bellevue, WA can benefit greatly from the services of an insurance broker. With the city's booming economy and high standard of living, it's essential to have the right insurance coverage to protect one's assets and investments. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. In a city known for its tech industry and high-income earners, an insurance broker can provide valuable advice on liability coverage, cyber insurance, and other specialized policies. Additionally, with the frequent natural disasters in the Pacific Northwest, an insurance broker can help residents ensure they have adequate coverage for earthquakes, floods, and other weather-related events. Overall, an insurance broker can be a valuable resource for Bellevue residents looking to protect their financial future.

Retirement Planning

Residents of Bellevue, WA could greatly benefit from the services of a retirement planner. With a population of over 140,000, Bellevue is a thriving city with a high cost of living. A retirement planner can assist residents in creating a personalized plan to achieve their financial goals and ensure they have a comfortable retirement. Specifically, a retirement planner can help residents navigate the local real estate market and provide guidance on downsizing or relocating to a more affordable area. Additionally, they can advise on investment strategies to maximize retirement savings and help residents understand the tax implications of their financial decisions. Overall, a retirement planner can provide peace of mind for Bellevue residents as they plan for their future.

Wealth Management

Residents of Bellevue, WA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through investment planning and management. A wealth manager can help residents of Bellevue create a personalized investment strategy that aligns with their financial goals and risk tolerance. Additionally, a wealth manager can help residents of Bellevue navigate the complex tax laws and regulations that are unique to Washington state. For example, Washington is one of only a handful of states that does not have a state income tax, but it does have a high sales tax rate. A wealth manager can help residents of Bellevue optimize their tax situation and minimize their tax liability. Overall, a wealth manager can provide valuable guidance and support to residents of Bellevue who want to build and protect their wealth for the long-term.

Mortgage Loan Officer

Residents of Bellevue, WA can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the complex process of securing a mortgage, including understanding the different types of loans available and selecting the one that best fits their needs. Additionally, a loan officer can help residents understand the unique real estate market in Bellevue, which is known for its high property values and competitive bidding wars. With the help of a loan officer, residents can feel confident in their ability to secure a mortgage and purchase a home in this vibrant and growing city.

Tax Services

Bellevue, WA is a bustling city with a diverse population and a thriving business community. For residents of Bellevue, a tax advisor can provide valuable assistance in a number of ways. One common way that a tax advisor can help is by providing guidance on tax planning and preparation. This is especially important for residents of Bellevue, where the cost of living is high and taxes can be complex. A tax advisor can help residents navigate the various tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can have a significant impact on a resident's financial well-being. With the help of a tax advisor, residents of Bellevue can feel confident that they are making informed decisions about their finances and are taking steps to protect their financial future.

Estate Planning Lawyer

Residents of Bellevue, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist is by helping individuals create a comprehensive estate plan that reflects their unique needs and wishes. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents of Bellevue navigate the complex tax laws that apply to estate planning, ensuring that their assets are protected and their loved ones are provided for. Given the high cost of living in Bellevue and the surrounding area, it is especially important for residents to work with an estate planning lawyer who is familiar with the unique laws and regulations that apply to this region.

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