List of Firms
King County, WA Fiduciary Financial Advisors
Josiah Brensdal - Financial Advisor, Ameriprise Financial Services, LLC
Kevin W O'Keefe - Private Wealth Advisor, Ameriprise Financial Services, LLC
Columbia Pacific Wealth Management
Aaron Smith - Financial Advisor, Ameriprise Financial Services, LLC
Michael Foody - RBC Wealth Management Financial Advisor
Edward Jones - Financial Advisor: John Robertson, AAMS™
PNW Financial
Paragon Wealth Advisors - Ameriprise Financial Services, LLC
Shelgren Financial Group Inc
Chris Rogers - RBC Wealth Management Financial Advisor
Ty Spencer - RBC Wealth Management Financial Advisor
Where Certified Financial Advisors in King County, WA Serve
King County, located in the heart of Washington State, is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a vibrant and diverse community. From the iconic Space Needle to the majestic Mount Rainier, King County boasts a rich cultural heritage and natural beauty that attracts visitors from all over the world. Its top employers include Amazon, Boeing, and Microsoft, which contribute significantly to the county's thriving economy. Major highways and streets such as I-5, I-90, and SR-520 provide easy access to neighboring cities and towns, while neighborhoods like Capitol Hill, Ballard, and Bellevue offer a wide range of housing options and amenities. Whether you're looking for a bustling urban center or a quiet suburban retreat, King County has something to offer everyone.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in King County, WA
A financial advisor in King County, WA can provide a range of financial advising services to help clients achieve their financial goals. With King County being home to some of the largest companies in the world, such as Amazon and Microsoft, a financial advisor can provide specialized advice on stock options and equity compensation. Additionally, with the high cost of living in the Seattle area, a financial advisor can assist clients with budgeting and creating a customized financial plan to save for a down payment on a home or other major expenses. Furthermore, with the state of Washington having no income tax, a financial advisor can help clients maximize their tax savings through investment strategies and retirement planning. Overall, a financial advisor in King County, WA can provide a comprehensive approach to financial planning tailored to the unique needs and circumstances of each client.
King County, WA is undoubtedly the best place to get financial advising owing to its dynamic and diverse economy. The county is home to a plethora of financial institutions, including banks, credit unions, and investment firms, all of which offer top-notch financial services. Moreover, the county's economy is one of the most robust in the United States, with a GDP of over $200 billion. This economic strength has attracted some of the best financial advisors in the country, who are well-equipped to guide clients on their journey towards financial freedom. Additionally, King County's population is highly educated, with over 50% of its residents holding a bachelor's degree or higher. This means that financial advisors in the county have a highly educated and financially literate clientele, enabling them to provide more sophisticated and nuanced financial advice. Overall, King County's thriving economy and educated population make it the ideal place to seek financial advising.
A financial planner in King County, WA is responsible for providing comprehensive financial advice and guidance to individuals, families, and businesses in the region. They help clients identify their financial goals and develop a personalized plan to achieve them. This may involve a range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. King County, WA is known for its diverse economy, which includes industries such as technology, healthcare, and aerospace. As a result, financial planners in this area must possess a deep understanding of the unique financial challenges and opportunities facing clients in these sectors. They must also stay up-to-date on the latest industry trends and regulations to ensure they are providing the most effective and relevant advice possible. Overall, a financial planner in King County, WA plays a critical role in helping individuals and businesses achieve financial success in this dynamic and complex region.
King County, WA residents should consider reaching out to a financial advisor when they are facing complex financial situations that require expert guidance. With a population of over 2 million people and a thriving economy, King County is home to many individuals with diverse financial goals and needs. From navigating the complex tax laws to managing investments and planning for retirement, there are many financial challenges that residents may face. A financial advisor can provide personalized advice and solutions that are tailored to each individual's unique circumstances. Whether you are a small business owner, a high-net-worth individual, or someone who is just starting to build wealth, a financial advisor can help you make informed decisions that will help you achieve your financial goals. By working with a financial advisor, King County residents can gain peace of mind knowing that they have a trusted partner who is focused on their financial success.
When it comes to finding a financial advisor in King County, WA, there are a few key qualities that stand out. First and foremost, an advisor should have a deep understanding of the local market and economic landscape. King County is home to a diverse array of industries, from tech to healthcare to manufacturing, and a skilled advisor should be able to navigate the unique challenges and opportunities presented by each. Additionally, an effective advisor should possess strong communication skills, both in terms of explaining complex financial concepts to clients and in building relationships with other professionals in the industry. Finally, a successful financial advisor in King County should be committed to ongoing education and professional development, staying up-to-date on the latest trends and best practices in the field. With these qualities in mind, clients can feel confident that they are working with a knowledgeable and trustworthy advisor who has their best interests at heart.
King County, WA is home to several top financial advising firms that cater to a diverse range of clients. These firms are known for their expertise in various financial fields, including investment management, retirement planning, tax planning, and estate planning. One unique aspect of King County's financial advising industry is its focus on sustainable and socially responsible investing. Many firms in the area prioritize environmental, social, and governance (ESG) considerations when making investment decisions. Moreover, King County's financial advising firms are known for their personalized approach to client service, which involves developing customized financial plans that meet each client's unique needs and goals. With their vast knowledge and experience, these firms play a crucial role in helping individuals and businesses in King County achieve financial success and security.
Financial advisors in King County, WA get compensated in various ways. One common method is through commission-based compensation, where advisors receive a percentage of the client's investment portfolio. Another way is through fee-based compensation, where advisors charge a flat fee for their services. In King County, WA, financial advisors may also receive compensation through a combination of both commission and fees. Additionally, some advisors may receive bonuses or incentives for meeting certain performance targets. It is important for clients to understand how their advisor is being compensated, as this can impact the advice and recommendations they receive. In King County, WA, financial advisors are held to strict ethical and professional standards, ensuring that clients receive quality advice and service.
