Best Financial Advisors in Camas, WA

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List of Firms

Camas, WA Fiduciary Financial Advisors

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Fisher Investments
SEC File# 801-29362
CRD# 107342
3 out of 5
Location 5525 NW Fisher Creek Dr Bldg 1, Camas, WA 98607, USA
Phone (360) 335-3004
Time Monday: 7:00 AM – 6:00 PM Tuesday: 7:00 AM – 6:00 PM Wednesday: 7:00 AM – 6:00 PM Thursday: 7:00 AM – 6:00 PM Friday: 7:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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Columbia River Financial Group, LLC
SEC File# 801-120016
CRD# 288539
Location 16701 SE McGillivray Blvd #250, Vancouver, WA 98683, USA
Phone (360) 335-3350
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
Directions
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Edward Jones - Financial Advisor: Justin M Greenwood
Location 3037 Evergreen Way, Washougal, WA 98671, USA
Phone (360) 335-8902
Directions
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Edward Jones - Financial Advisor: Bryan Anderson, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 19221 SE 34th St Ste 100, Camas, WA 98607, USA
Phone (360) 604-0104
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Matthew C Van Dyke
5 out of 5
Location 1499 SE Tech Center Place One Tech Center, Suite 260, Vancouver, WA 98683, USA
Phone (360) 314-4178
Directions
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Amanda Rose Becker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, USA
Phone (360) 713-5495
Directions
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Cascade Consulting
5 out of 5
Location 1498 SE Tech Center Dr SUITE 145, Vancouver, WA 98683, USA
Phone (360) 750-1002
Directions
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Pure Portfolios
SEC File# 801-119674
CRD# 311002
Location 2005 SE 192nd Ave Suite 200, Camas, WA 98607, USA
Phone (971) 205-7733
Directions
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Barrett & Co. CPA's
4 out of 5
Location 4910 NW Camas Meadows Dr #100, Camas, WA 98607, USA
Phone (360) 210-5100
Directions
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Scott Loughney - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 201 NE Park Plaza Dr Ste 166, Vancouver, WA 98684, USA
Phone (360) 573-3346
Directions
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Temple Financial Services
5 out of 5
Location 532 NE 3rd Ave, Camas, WA 98607, USA
Phone (360) 834-6470
Directions
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Change Global Investment, LLC
SEC File# 801-110769
CRD# 167844
Location 416 NE Dallas St #202, Camas, WA 98607, USA
Phone (360) 844-5826
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 430 NE Adams St, Camas, WA 98607, USA
Phone (360) 817-6545
Directions
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Edward Jones - Financial Advisor: Pamela A Tuite, AAMS™
SEC File# 801-3297
CRD# 250
3 out of 5
Location 291 C St Suite 104, Washougal, WA 98671, USA
Phone (360) 835-2070
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Helpful Resources for High Net Worth Investors
Location 5525 NW Fisher Creek Dr, Camas, WA 98607, USA
Phone (800) 587-5512
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Meadows Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4910 NW Camas Meadows Dr Ste 200, Camas, WA 98607, USA
Phone (360) 883-5861
Time 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
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Boyce Financial Group
SEC File# 801-111055
CRD# 158043
Location 15597 SE Mill Plain Blvd, Vancouver, WA 98684, USA
Directions
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Exit Strategies Group
Location 317 NE Cedar St, Camas, WA 98607, USA
Phone (503) 925-5510
Directions
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Edward Jones - Financial Advisor: Eisen Dela Cruz
Location 1900 NE 162nd Ave #109, Vancouver, WA 98684, USA
Phone (360) 882-8347
Directions
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Edward Jones - Financial Advisor: Blaine A Peterson
5 out of 5
Location 3037 Evergreen Way, Washougal, WA 98671, USA
Phone (360) 335-8902
Directions
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Devlin Carothers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 15609 SE Mill Plain Blvd Ste 100, Vancouver, WA 98684, USA
Phone (503) 546-2243
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
Directions
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Bruce Thompson
Location 2919 NW Kent St, Camas, WA 98607, USA
Phone (360) 210-4202
Directions
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Blanchard Wealth Solutions
5 out of 5
Location 1406 SE 164th Ave #101, Vancouver, WA 98683, USA
Phone (360) 787-2700
Directions
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John Horvath - Meadows Wealth Advisors
Location 4910 NW Camas Meadows Dr #200, Camas, WA 98607, USA
Phone (360) 883-5861
Directions
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Edward Jones - Financial Advisor: Jed W Conradi, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1625 SE 192nd Ave Ste 200, Camas, WA 98607, USA
Phone (360) 253-7017
Directions
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Edward Jones - Financial Advisor: Robert G Barber Jr
SEC File# 801-3297
CRD# 250
Location 415 NE Cedar St Suite A, Camas, WA 98607, USA
Phone (360) 834-9713
Directions
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Edward Jones - Financial Advisor: Jeremy D Shepherd
SEC File# 801-3297
CRD# 250
5 out of 5
Location 107 E Historic Columbia River Hwy #100, Troutdale, OR 97060, USA
Phone (503) 669-2427
Directions
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Edward Jones - Financial Advisor: Matt Justis
SEC File# 801-3297
CRD# 250
Location 415 NE Cedar St Suite A, Camas, WA 98607, USA
Phone (360) 834-9713
Directions
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Jensen & Sons
5 out of 5
Location 26901 NE Robinson Rd, Camas, WA 98607, USA
Phone (360) 334-4774
Directions
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Nierenberg Investment Management Co
SEC File# 801-74080
CRD# 155416
1 out of 5
Location 19605 NE 8th St, Camas, WA 98607, USA
Phone (360) 604-8600
Directions
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Jake Parmeter - COUNTRY Financial representative
Location 212 NE 4th Ave, Camas, WA 98607, USA
Phone (360) 258-2622
Directions
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Security First Advisors
Location 16703 SE McGillivray Blvd, Vancouver, WA 98683, USA
Phone (503) 274-4224
Directions
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Edward Jones - Financial Advisor: David Brown, CRPS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 16508 SE 24th St Suite 101, Vancouver, WA 98683, USA
Phone (360) 882-0025
Directions
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Beacon Rock Wealth Advisors/BR Capital, Inc.
Location 2005 SE 192nd Ave Ste 200, Camas, WA 98607, USA
Phone (360) 735-1900
Directions
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Justin Samples - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 15609 SE Mill Plain Blvd Ste 100, Vancouver, WA 98684, USA
Phone (360) 883-2623
Directions
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Eric Greif - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, USA
Phone (360) 713-5510
Directions
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Allstate Personal Financial Representative: Jerald Hallett
Location 155 NE 192nd Ave Ste 111, Camas, WA 98607, USA
Phone (360) 977-0956
Directions
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DePonceau & Associates, CPA & Business Advisors
5 out of 5
Location 536 NE 2nd Ave, Camas, WA 98607, USA
Phone (360) 844-6338
Directions
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Steve Ciesluk - Raymond James
Location 29503 NE Stauffer Rd, Camas, WA 98607, USA
Phone (360) 600-3085
Directions
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Amber Colgrove - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4910 NW Camas Meadows Dr Ste 200, Camas, WA 98607, USA
Phone (360) 883-5861
Directions
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Meadows Wealth Advisors
Location 4910 NW Camas Meadows Dr #200, Camas, WA 98607, USA
Phone (360) 883-5861 ext. 3
Directions
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Todd Swan - Associate Manager ACD, Ameriprise Financial Services, LLC
Location 1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, USA
Phone (360) 882-7488
Directions
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Paragon Planners
Location Camas, WA 98607, USA
Phone (360) 834-7936
Directions
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Weikart Advisory Services LLC - A Registered Investment Advisor
Location 32912 NE 94th St, Camas, WA 98607, USA
Phone (503) 660-3044
Directions
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Skye Thomas Dahl - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 1499 SE Tech Center Pl Ste 220, Vancouver, WA 98683, USA
Phone (360) 713-5509
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
Directions
Financial Advisors in Camas, WA

Where Certified Financial Advisors in Camas, WA Serve

Camas, WA is a picturesque city nestled in the foothills of the Cascade Mountains. Its stunning natural beauty is complemented by a variety of landmarks, including Lacamas Lake, a popular spot for fishing and hiking, and the Camas Meadows Golf Club, which boasts breathtaking views of the surrounding landscape. In terms of employment, Camas is home to several top companies, including Sharp Microelectronics, WaferTech, and Fisher Investments. These firms provide opportunities for skilled professionals in a range of industries, from technology to finance. Major highways and streets in Camas include State Route 14, which runs along the Columbia River and connects the city to Vancouver and Portland, and Northeast 192nd Avenue, a bustling thoroughfare with a variety of shops and restaurants. Camas is comprised of several distinct neighborhoods, each with its own unique character. The historic downtown area is known for its charming boutiques and cafes, while the Prune Hill neighborhood offers stunning views of the surrounding mountains.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Camas, WA have a variety of options when it comes to banking services. One of the most common ways that they are serviced is through traditional brick-and-mortar banks, such as U.S. Bank and Chase Bank, which have branches located throughout the city. Additionally, many residents opt for online banking services, which allow them to manage their finances from the comfort of their own homes. One specific aspect of Camas, WA that is worth mentioning is the city's strong sense of community. Many local credit unions, such as Columbia Credit Union and iQ Credit Union, offer personalized banking services that are tailored to the needs of the community. This includes things like low-interest loans for small businesses and community outreach programs that help residents achieve financial stability.

Insurance Broker

Residents of Camas, WA can benefit greatly from the services of an insurance broker. With the increasing costs of healthcare and the unpredictability of accidents and natural disasters, having the right insurance coverage is essential. An insurance broker can help residents of Camas navigate the complex world of insurance policies and find the coverage that best suits their needs and budget. Specifically, with the Columbia River flowing through the city, residents may want to consider flood insurance to protect their homes and belongings. An insurance broker can help residents understand their risks and find the right coverage for their unique situation. Additionally, with many residents employed in the high-tech industry, an insurance broker can help them understand their options for employer-sponsored health insurance and supplemental coverage. Overall, an insurance broker can provide invaluable assistance to residents of Camas, ensuring they have the protection they need to feel secure and confident in their daily lives.

Retirement Planning

Residents of Camas, WA can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, Camas is a city with a high cost of living and many residents may need to factor in the cost of healthcare and long-term care when planning for retirement. A retirement planner can help navigate these challenges and ensure that residents are financially prepared for the future. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, all of which are crucial components of a comprehensive retirement plan. Overall, a retirement planner can help residents of Camas, WA achieve peace of mind and financial security in their golden years.

Wealth Management

Residents of Camas, WA can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways that a wealth manager can help is by creating a customized investment plan that aligns with the client's specific financial goals. For example, residents of Camas, WA may have unique investment needs due to the area's high cost of living and the prevalence of tech companies in the region. A wealth manager can help residents navigate these challenges and make informed decisions about their investments. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, which can help residents achieve long-term financial stability and security. Overall, working with a wealth manager can be a valuable investment in the financial future of Camas, WA residents.

Mortgage Loan Officer

Residents of Camas, WA can benefit greatly from the expertise and guidance of a mortgage loan officer. These professionals can assist in securing a mortgage loan for a new home purchase or refinancing an existing mortgage. They can also help residents navigate the complex process of obtaining a mortgage, including providing information on interest rates, loan terms, and down payment requirements. One specific way that a mortgage loan officer can help residents of Camas, WA is by providing insight into the local real estate market. Camas is a growing community with a strong economy and a high quality of life, and a mortgage loan officer can provide valuable information on the current state of the market, including trends in home prices and availability. This can help residents make informed decisions when it comes to buying or refinancing a home.

Tax Services

Residents of Camas, WA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help residents of Camas is by providing guidance on local tax laws and regulations. As a growing city in Clark County, Camas has unique tax requirements that can be confusing for even the most experienced taxpayers. A tax advisor can help residents navigate these regulations and ensure they are in compliance with local tax laws. Additionally, a tax advisor can provide personalized advice on tax planning, deductions, and credits to help residents maximize their tax savings and minimize their tax liability. With the help of a tax advisor, residents of Camas can feel confident in their tax planning and avoid costly mistakes.

Estate Planning Lawyer

Residents of Camas, WA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Camas to create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is especially important in Camas, which is known for its high property values and affluent residents. An estate planning lawyer can also help Camas residents to minimize the impact of estate taxes and avoid probate, which can be a time-consuming and costly process. Additionally, an estate planning lawyer can help Camas residents to establish trusts, designate beneficiaries, and create powers of attorney, which can provide peace of mind and financial security for themselves and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Camas, WA