Best Financial Advisors in Ketchikan, AK

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List of Firms

Ketchikan, AK Fiduciary Financial Advisors

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Stack Accounting Inc
4 out of 5
Location 2415 Hemlock St # 111, Ketchikan, AK 99901, USA
Phone (907) 247-5159
Directions
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Milner, Howard, Palmer & Edwards, CPAs (PC)
5 out of 5
Location 426 Main St, Ketchikan, AK 99901, USA
Phone (907) 225-1040
Directions
Financial Advisors in Ketchikan, AK

Where Certified Financial Advisors in Ketchikan, AK Serve

Ketchikan, AK is a stunning coastal city in Southeast Alaska, surrounded by lush forests and crystal-clear waters. The city is home to a plethora of landmarks, including the Tongass Historical Museum, Totem Heritage Center, and the Misty Fjords National Monument. Ketchikan's economy is driven by a variety of industries, with top employers including the Ketchikan Gateway Borough School District, PeaceHealth Ketchikan Medical Center, and the US Forest Service. The city is accessible by multiple major highways and streets, including Tongass Avenue and the Tongass Highway. Ketchikan is divided into several distinct neighborhoods, each with its own unique character and charm, including Newtown, West End, and the historic Creek Street district. Overall, Ketchikan is a vibrant and dynamic city that offers something for everyone, from stunning natural beauty to rich cultural heritage and a thriving economy.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ketchikan, AK have access to a variety of banking services to meet their financial needs. The most common way that residents are serviced by banks is through online banking, which allows them to manage their accounts, pay bills, and transfer funds from the comfort of their own homes. Additionally, many residents utilize the local branch of First Bank, which offers personal and business banking services, as well as investment and insurance options. One unique aspect of banking in Ketchikan is the prevalence of fishing-related businesses, which often require specialized financial services. Banks in the area are well-equipped to provide loans and other financial assistance to support these businesses and the local economy.

Insurance Broker

Residents of Ketchikan, AK would greatly benefit from the services of an insurance broker. With its location in the Tongass National Forest and being surrounded by water, Ketchikan is prone to natural disasters such as floods and landslides. An insurance broker can help residents navigate the complex world of insurance policies and find coverage that will protect them in the event of a disaster. Additionally, Ketchikan is a popular tourist destination and many residents work in the tourism industry. An insurance broker can help these individuals find coverage for their businesses and protect them from liability issues that may arise. Overall, the expertise and guidance of an insurance broker can provide peace of mind to the residents of Ketchikan, AK.

Retirement Planning

Residents of Ketchikan, AK could benefit greatly from the services of a retirement planner. With its remote location and limited job opportunities, many residents rely on seasonal work in the tourism industry or fishing to make a living. A retirement planner could help them develop a long-term financial plan that takes into account the unpredictability of these industries and the high cost of living in Alaska. Additionally, Ketchikan's harsh winters and limited access to healthcare make planning for medical expenses in retirement especially important. A retirement planner could help residents navigate the complex world of healthcare and insurance, ensuring they have access to the care they need as they age. Overall, a retirement planner could provide much-needed peace of mind for residents of Ketchikan, AK as they plan for their golden years.

Wealth Management

Residents of Ketchikan, AK could benefit from the services of a wealth manager in a variety of ways. One of the most common ways would be through retirement planning. With the cost of living being higher in Ketchikan due to its remote location and lack of road access, it can be challenging for residents to save enough for retirement. A wealth manager could help residents create a personalized plan for retirement savings and investments. Additionally, with Ketchikan being a popular tourist destination, a wealth manager could also assist residents in managing their finances during seasonal fluctuations in income. Overall, a wealth manager could provide valuable guidance and support to help Ketchikan residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Ketchikan, AK can benefit greatly from the expertise of a mortgage loan officer. With a population of just over 8,000 people, Ketchikan is a small town where many residents rely on the fishing industry for their livelihood. A mortgage loan officer can help locals navigate the complex process of buying a home, whether it's their first or their fifth. They can offer advice on the best loan options for those with fluctuating incomes, such as fishermen, and help them find a mortgage that fits their unique financial situation. Additionally, with Ketchikan being a remote town accessible only by boat or plane, a mortgage loan officer can assist in finding lenders who are familiar with the area and can offer competitive rates for homes in this unique Alaskan community.

Tax Services

Residents of Ketchikan, AK could greatly benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor could help residents navigate the intricacies of Alaska's tax laws, which can be quite complex and vary from those of other states. Additionally, a tax advisor could assist residents in identifying deductions and credits that they may be eligible for, such as those related to the state's Permanent Fund Dividend program. With Ketchikan's economy heavily reliant on tourism and fishing, a tax advisor could also provide guidance on how to properly report income from these industries and ensure compliance with federal and state tax regulations. Overall, a tax advisor could provide invaluable assistance to Ketchikan residents in maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Ketchikan, AK could benefit from the services of an estate planning lawyer in several ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their passing. This is especially important in Ketchikan, where many residents rely on fishing and tourism for their livelihoods. A lawyer can help ensure that these assets are properly distributed to heirs and beneficiaries, avoiding potential disputes or legal challenges. Additionally, an estate planning lawyer can assist with creating powers of attorney and advanced healthcare directives, which can provide peace of mind for residents in the event of unexpected illness or incapacity. Overall, an estate planning lawyer can help Ketchikan residents protect their assets and ensure their wishes are carried out after they are gone.

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