Best Financial Advisors in Gig Harbor, WA

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List of Firms

Gig Harbor, WA Fiduciary Financial Advisors

SEC File# 801-76586
CRD# 161144
Location 11554 Arrowhead Dr, Gig Harbor, WA 98332, USA
Phone (888) 495-5484
Directions
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Wellspring Financial Planners PLLC
Location 5224 Olympic Dr #103, Gig Harbor, WA 98335, USA
Phone (253) 353-3033
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Caviezel Wealth Management
Location 5801 Soundview Dr Suite 255, Gig Harbor, WA 98335, USA
Phone (253) 201-6505
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Raymond James
Location Gig Harbor, WA 98335, USA
Phone (253) 851-9997
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Morgan Stanley Financial Advisors
5 out of 5
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4401
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Matthew Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5401 32nd Ave Ste 201, Gig Harbor, WA 98335, USA
Phone (253) 851-0717
Directions
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Bob Harkson - Phase 2 Wealth Advisors
Location 4423 Point Fosdick Dr #100-4, Gig Harbor, WA 98335, USA
Phone (253) 222-8005
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Raymond James Financial Services
Location 7282 Stinson Ave, Gig Harbor, WA 98335, USA
Phone (253) 851-9162
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Bush Polen & Associates Inc
5 out of 5
Location 7282 Stinson Ave suite a, Gig Harbor, WA 98335, USA
Phone (253) 851-9162
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Heritage Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5401 32nd Ave Ste 201, Gig Harbor, WA 98335, USA
Phone (253) 851-0717
Directions
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Edward Jones - Financial Advisor: Erin R Abrigo, CFP®|AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5727 Baker Way NW Ste 205, Gig Harbor, WA 98332, USA
Phone (253) 858-0052
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New Foundation Wealth Group
Location 4423 Point Fosdick Dr Suite 208-2, Gig Harbor, WA 98335, USA
Phone (253) 358-3965
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Benjamin T. Willey III - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4416
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3010 Harborview Dr UNIT 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
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Joe Davis - Thrivent
Location 3413 56th St C, Gig Harbor, WA 98335, USA
Phone (253) 576-3400
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Strategic Wealth Advisors LLC
SEC File# 801-62947
CRD# 114167
5 out of 5
Location 5775 Soundview Dr #202b, Gig Harbor, WA 98335, USA
Phone (253) 858-4411
Directions
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Pacific Asset Management
SEC File# 801-117402
CRD# 298050
5 out of 5
Location 4320 Harborview Dr, Gig Harbor, WA 98332, USA
Phone (253) 649-4600
Directions
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Peter Stefanic, CLU, LUTCF
Location 4423 Point Fosdick Dr # 200, Gig Harbor, WA 98335, USA
Phone (253) 851-3867
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Core Financial Strategies
Location 4411 Point Fosdick Dr # 301, Gig Harbor, WA 98335, USA
Phone (253) 514-6839
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Edward Jones - Financial Advisor: Julia Dyess, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
Location 3010 Harborview Dr Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Directions
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Conestoga Wealth Partners LLC
5 out of 5
Location 3226 Rosedale St NW #200, Gig Harbor, WA 98335, USA
Phone (253) 358-7966
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 3617 53rd St, Gig Harbor, WA 98335, USA
Phone (253) 851-2991
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 3208 50th St Ct # D105, Gig Harbor, WA 98335, USA
Phone (253) 851-5424
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Kathleen North - Thrivent
Location 5790 Soundview Dr Ste 201A, Gig Harbor, WA 98335, USA
Phone (253) 851-6161
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Ed Grogan, CFP, ChFC, CLU
Location 3010 Harborview Dr Suite 301, Gig Harbor, WA 98335, USA
Phone (253) 858-2884
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Edward Jones - Financial Advisor: Adam Wojtanowicz
SEC File# 801-3297
CRD# 250
Location 3519 56th St Suite 220, Gig Harbor, WA 98335, USA
Phone (253) 858-5511
Directions
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Brian Van Houten - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5401 32nd Ave Ste 201, Gig Harbor, WA 98335, USA
Phone (425) 709-2345
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Investment Management Co
Location 3312 Rosedale St NW UNIT 101, Gig Harbor, WA 98335, USA
Phone (253) 853-4620
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The Evergreen Harbor Group - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4401
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John Chitaley - Financial Advisor
Location 5224 Olympic Dr #108, Gig Harbor, WA 98335, USA
Phone (253) 358-6697
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B Cox Planning
Location 4423 Point Fosdick Dr Ste 208, Gig Harbor, WA 98335, USA
Phone (253) 858-5567
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John R Mitchell - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-4041
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Strategic Consulting Services
Location 3309 56th St #105, Gig Harbor, WA 98335, USA
Phone (253) 853-4141
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Financial Advisors | U.S. Bancorp Investments
Location 7101 Stinson Ave, Gig Harbor, WA 98335, USA
Phone (253) 853-8088
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Phase 2 Wealth Advisors LLC
SEC File# 801-72499
CRD# 158282
5 out of 5
Location 4423 Point Fosdick Dr suite 100-4, Gig Harbor, WA 98335, USA
Phone (253) 509-0390
Directions
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Edward Jones - Financial Advisor: Julia E Dyess, AAMS®
SEC File# 801-3297
CRD# 250
Location 3010 Harborview Dr Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Directions
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konvergent wealth partners
SEC File# 801-108179
CRD# 284656
Location 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335, USA
Phone (253) 236-7000
Directions
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Edward Jones - Financial Advisor: Patrick M Smith, CRPC®
SEC File# 801-3297
CRD# 250
Location 3312 Rosedale St NW Suite 202, Gig Harbor, WA 98335, USA
Phone (253) 313-1626
Directions
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Lighthouse Wealth Strategies
SEC File# 801-114372
CRD# 299334
5 out of 5
Location 3312 Rosedale St NW STE 201, Gig Harbor, WA 98335, USA
Phone (253) 948-3725
Directions
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Edward Jones - Financial Advisor: Christopher Myers, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3010 Harborview Dr Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-1711
Directions
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Therese Stewart - Raymond James
Location 3202 Harborview Dr, Gig Harbor, WA 98335, USA
Phone (253) 853-3383
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BHJ Wealth Advisors
SEC File# 801-118204
CRD# 151507
Location 7191 Wagner Way NW #301, Gig Harbor, WA 98335, USA
Phone (253) 534-8888
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
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Andrew Gregor - Morgan Stanley
Location 2727 Hollycroft St Suite 330, Gig Harbor, WA 98335, USA
Phone (253) 858-3781
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Rick North - Thrivent
Location 5790 Soundview Dr Ste 201A, Gig Harbor, WA 98335, USA
Phone (253) 851-6161
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Combined Financial Services LLC
Location Gig Harbor, WA 98335, USA
Phone (253) 265-1741
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Edward Jones - Financial Advisor: Kimberlie C Olsen
SEC File# 801-3297
CRD# 250
Location 9017 Peacock Hill Ave, Gig Harbor, WA 98332, USA
Phone (253) 509-7070
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Phase 2 Financial LLC
SEC File# 801-72499
CRD# 158282
Location 4423 Point Fosdick Dr #100, Gig Harbor, WA 98335, USA
Phone (253) 509-0390
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
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Kathleen Maroney Financial Services
Location 5114 Point Fosdick Dr #e172, Gig Harbor, WA 98335, USA
Phone (253) 858-1639
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Edward Jones - Financial Advisor: Brent Tayet
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3312 Rosedale St NW Suite 202, Gig Harbor, WA 98335, USA
Phone (253) 853-7988
Directions
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Edward Jones - Financial Advisor: Joe Urvina, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6625 Wagner Way NW Suite 150, Gig Harbor, WA 98335, USA
Phone (253) 514-6395
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Financial Network Investment
Location 4423 Point Fosdick Dr # 202, Gig Harbor, WA 98335, USA
Phone (253) 851-1111
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Portfolio Advisors Group
Location 3617 53rd St, Gig Harbor, WA 98335, USA
Phone (253) 851-2991
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DecisionPoint Financial
SEC File# 801-113384
CRD# 296988
5 out of 5
Location 5727 Baker Way NW #107, Gig Harbor, WA 98332, USA
Phone (253) 883-4143
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ePersonal Financial
Location 6625 Wagner Way NW #301, Gig Harbor, WA 98335, USA
Phone (855) 655-9800
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Edward Jones - Financial Advisor: Lois Friedman
SEC File# 801-3297
CRD# 250
Location 7610 Pioneer Way Suite 201, Gig Harbor, WA 98335, USA
Phone (253) 851-4731
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Gig Harbor Financial Services
Location 4423 Point Fosdick Dr, Gig Harbor, WA 98335, USA
Phone (253) 858-1145
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Trista Ortiz - Thrivent
Location 5790 Soundview Dr Suite 201A, Gig Harbor, WA 98335, USA
Phone (360) 271-2300
Directions
Financial Advisors in Gig Harbor, WA

Where Certified Financial Advisors in Gig Harbor, WA Serve

Nestled in the heart of the Pacific Northwest, Gig Harbor, WA is a charming city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Gig Harbor lighthouse to the historic Skansie Brothers Park, there is no shortage of sights to see in this picturesque community. As for top employers, Gig Harbor is home to a diverse range of businesses, including St. Anthony Hospital, Gig Harbor Brewing Co., and Harbor Greens. Whether you're looking for a career in healthcare, hospitality, or retail, there are plenty of opportunities to be found in this thriving city. When it comes to transportation, Gig Harbor is conveniently located near several major highways, including State Route 16 and State Route 302. Additionally, the city's bustling streets, such as Pioneer Way and Harborview Drive, offer easy access to shops, restaurants, and other local attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gig Harbor, WA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which are scattered throughout the town. These branches offer services such as checking and savings accounts, loans, and credit cards. Many banks also offer online and mobile banking options, which are popular among residents who prefer to manage their finances on-the-go. One specific thing about Gig Harbor is that many banks in the area offer specialized services for the town's large boating community, such as boat loans and insurance. Overall, banks in Gig Harbor provide a wide range of services to meet the unique needs of the town's residents.

Insurance Broker

Residents of Gig Harbor, WA can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents find the best insurance policies for their specific needs and budget. This is especially important in Gig Harbor, where many residents own boats and need specialized insurance coverage. Additionally, an insurance broker can assist residents in navigating the complex world of health insurance, which can be particularly challenging given the various options and regulations in Washington State. By working with an insurance broker, residents of Gig Harbor can feel confident that they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of Gig Harbor, WA could benefit greatly from the guidance of a retirement planner. With its picturesque waterfront views and small-town charm, Gig Harbor is a popular destination for retirees. However, navigating the complexities of retirement planning can be overwhelming for many. A retirement planner can help residents of Gig Harbor create a comprehensive plan tailored to their unique financial situation and goals. This may include strategies for managing investments, maximizing Social Security benefits, and planning for long-term care. Additionally, a retirement planner can provide peace of mind by helping residents of Gig Harbor ensure that their financial future is secure, allowing them to fully enjoy all that this beautiful community has to offer.

Wealth Management

Residents of Gig Harbor, WA can benefit from a wealth manager in various ways. One of the most common ways is by helping them to manage their finances effectively. A wealth manager can assist in creating a financial plan that aligns with their client's goals and objectives. In Gig Harbor, where the cost of living is relatively high, a wealth manager can help residents to make informed decisions about their investments, retirement savings, and estate planning. Additionally, Gig Harbor is a popular tourist destination, and a wealth manager can help residents who own businesses in the area to manage their finances and make smart investment decisions. Overall, a wealth manager can provide valuable guidance and support to residents of Gig Harbor, WA, helping them to achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Gig Harbor, WA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to afford their dream homes without the assistance of a loan. A mortgage loan officer can help residents navigate the complex process of securing a loan, ensuring that they get the best possible interest rates and terms. Additionally, with the unique geography of Gig Harbor, which is situated on the Puget Sound and surrounded by forests and mountains, residents may need specialized knowledge of the area to find the best properties and loans. A mortgage loan officer can provide this valuable expertise, helping residents find the perfect home in this beautiful and sought-after location.

Tax Services

Residents of Gig Harbor, WA could benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that are unique to Washington state. They could also help residents identify tax deductions and credits that are specific to Gig Harbor, such as the tax breaks available for homeowners who install energy-efficient upgrades in their homes. Additionally, a tax advisor could help residents who own small businesses in Gig Harbor navigate the tax implications of running a business in the area. With their knowledge and expertise, a tax advisor could help residents of Gig Harbor save money on their taxes and ensure that they are in compliance with all applicable tax laws and regulations.

Estate Planning Lawyer

Residents of Gig Harbor, WA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which can be crucial in the event of an unexpected illness or injury. In Gig Harbor, WA, where many residents are retirees or have significant assets, having a comprehensive estate plan is especially important. An estate planning lawyer can also provide guidance on minimizing taxes and protecting assets from creditors. Ultimately, working with an estate planning lawyer can provide peace of mind and ensure that one's legacy is protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Gig Harbor, WA