List of Firms
Kitsap County, WA Fiduciary Financial Advisors
Charitable Advisors Network
Sage Wealth Partners LLC
Kevin J. Pentz CFP® and Wealthmark Advisors
Kitsap County Financial Planning
Rainier Ave Investments
Edward Jones - Financial Advisor: Alijah J Hawley, AAMS™|CRPC®
Edward Jones - Financial Advisor: Benjamin Pecora
Fleury Financial
Parker Financial LLC
Edward Jones - Financial Advisor: Jim Thatcher, AAMS™
Clear Creek Financial Management
Michael O'Brien - RBC Wealth Management Financial Advisor
Edward Jones - Financial Advisor: Joseph A Kochera, AAMS™
Nepsis, Inc - Puget Sound - Matt Augspurger - Wealth Advisor
Edward Jones - Financial Advisor: Angela M Sell, AAMS™
Deborah Clyne Oishi - Financial Advisor, Ameriprise Financial Services, LLC
Barry Wickman - RBC Wealth Management Financial Advisor
Thrivent Financial
Copper Financial Group
Financial Advisors | U.S. Bancorp Investments
Platinum Financial Group
Linsco/Private Ledger
Peaks Financial
Cathy Shattuck - RBC Wealth Management Financial Advisor
Jeff Thomsen - Financial Advisor, Ameriprise Financial Services, LLC
Waterfront Financial Management
Edward Jones - Financial Advisor: Robert W Morgan
Edward Jones - Financial Advisor: Jennifer K Zuver
Edward Jones - Financial Advisor: Jay Seaton, AAMS™
Brennan Mayfield - Thrivent
Jeramey Probert - Raymond James
Brant O Greene - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brock Baker - Thrivent
Merrill Lynch Wealth Management Advisor Jason M Trichler
Thomas E. Deichert, CFP
Jeramey Probert - Raymond James
Edward Jones - Financial Advisor: James LeRoy
Edward Jones - Financial Advisor: Teresa M Bryant, AAMS™
Michael Fleury - Raymond James
Edward Jones - Financial Advisor: Lisa Kerwin, CRPC®
Merrill Lynch Wealth Management Advisor David Holt
David Jordan - Thrivent
First Command Financial Advisor - Peter Carlo
Peter Taafe - Private Wealth Advisor, Ameriprise Financial Services, LLC
Corinthian Wealth Partners LLC
Eric McGinnis - Ameriprise Financial Services, Inc.
Edward Jones - Financial Advisor: Calvin Christensen
Charlie Odell - RBC Wealth Management Financial Advisor
Pluvian Investments LLC
Edward Jones - Financial Advisor: Ryan J Gilhuly
Edward Jones - Financial Advisor: Paul G Miller
First Command Financial Advisor - Christopher Churchill
Edward Jones - Financial Advisor: Kim Stirling
Where Certified Financial Advisors in Kitsap County, WA Serve
Nestled in the picturesque Pacific Northwest, Kitsap County, WA is a captivating destination that boasts a rich tapestry of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Hood Canal Bridge and the charming town of Poulsbo to the bustling city of Bremerton and the scenic Silverdale waterfront, Kitsap County offers a diverse array of attractions that cater to every taste and interest. Whether you're exploring the Kitsap Peninsula National Water Trail, savoring the flavors of local cuisine, or soaking up the breathtaking views of the Olympic Mountains, Kitsap County is the ultimate playground for adventure-seekers and nature lovers alike. With major employers like Naval Base Kitsap, Harrison Medical Center, and Olympic College, Kitsap County is also a hub of economic activity and innovation. And with major highways and streets like State Route 3, State Route 16, and Wheaton Way, getting around Kitsap County is a breeze.
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 Kitsap County, WA
A financial advisor in Kitsap County, WA can provide a range of services to help individuals and businesses manage their financial goals and investments. From retirement planning and estate management to tax planning and investment strategy, financial advisors in Kitsap County have the expertise to guide clients through complex financial decisions. One unique aspect of Kitsap County is its proximity to the Puget Sound Naval Shipyard, a major employer in the area. Financial advisors in Kitsap County may specialize in advising military personnel and their families on financial matters, such as navigating military benefits and planning for deployment. Additionally, Kitsap County is home to a growing technology industry, and financial advisors can provide guidance on investing in local tech companies and startups. With so many opportunities and challenges unique to Kitsap County, a skilled financial advisor can help clients navigate the complexities of the local economy and achieve their financial goals.
Kitsap County, WA is the ultimate destination for financial advising services. With its pristine natural beauty and thriving economy, this county offers a unique blend of opportunities for financial growth and stability. The local financial advisors are well-versed in the intricacies of the county's economy and are equipped to provide tailored solutions to clients' financial needs. Moreover, Kitsap County's diverse population presents an array of financial challenges, which the advisors are adept at addressing. Whether it's planning for retirement, investing in real estate, or managing debt, the financial advisors in Kitsap County have the expertise to guide clients through every step of the process. With their extensive knowledge and experience, clients can rest assured that they will receive the best possible financial advising services.
A financial planner in Kitsap County, WA is responsible for helping clients navigate the intricacies of personal finance. They provide guidance on investments, retirement planning, tax strategies, and estate planning. Kitsap County, located on the western side of Puget Sound, is known for its stunning natural beauty and thriving economy. With the presence of several military installations, including Naval Base Kitsap, financial planners in the area must be well-versed in the unique financial challenges faced by active duty service members and their families. Additionally, Kitsap County is home to a growing number of retirees, making retirement planning a crucial component of a financial planner's services. The complex mix of urban and rural areas in Kitsap County also presents unique challenges, as financial planners must take into account the varying needs and financial situations of clients living in different parts of the county. Overall, a financial planner in Kitsap County must be knowledgeable, adaptable, and able to provide personalized financial advice to meet the diverse needs of their clients.
Kitsap County, WA residents should consider reaching out to a financial advisor when they are faced with complex financial decisions. With its diverse economy, which includes military installations, technology companies, and tourism, Kitsap County offers a unique set of financial challenges. Whether it's navigating the intricacies of military benefits, managing stock options from a tech company, or planning for retirement while running a small business in the tourism industry, Kitsap County residents may find themselves overwhelmed by the complexity of their financial situation. A financial advisor can help them navigate these challenges by providing expert advice and creating a personalized financial plan that takes into account their unique circumstances. By working with a financial advisor, Kitsap County residents can feel confident that they are making informed decisions and taking steps towards a secure financial future.
A financial advisor in Kitsap County, WA needs to possess a unique set of qualities to succeed in this region. Firstly, they must have a deep understanding of the local economy, which is heavily influenced by the presence of naval bases and shipbuilding industries. This knowledge will enable them to provide tailored financial advice to clients in these sectors. Additionally, the advisor must be able to navigate the complex tax laws in the state of Washington, which can be particularly challenging in Kitsap County due to its proximity to Seattle and its high cost of living. They must also possess excellent communication skills to build strong relationships with clients and effectively convey financial information. Finally, the advisor must be adaptable and able to pivot their strategies in response to the changing economic landscape of Kitsap County, which is experiencing a rapid growth in the tech industry. Overall, a successful financial advisor in Kitsap County, WA must possess a unique combination of local knowledge, technical expertise, and interpersonal skills to thrive in this dynamic region.
Kitsap County, WA is home to some of the top financial advising firms in the region, each with their own unique approach to wealth management. From large, well-established firms to smaller boutique practices, there is no shortage of options for those seeking expert financial guidance. What sets Kitsap County apart from other areas is its strong military presence, with Naval Base Kitsap being one of the largest employers in the region. As a result, many of the top financial advising firms in the area specialize in working with military personnel and their families, offering specialized services and expertise to help navigate the unique financial challenges faced by those in the armed forces. Whether you're a military family or a civilian looking to grow your wealth, Kitsap County has a wealth of top-tier financial advising firms to choose from.
Financial advisors in Kitsap County, WA are compensated in various ways. One common method is through commissions earned on the sale of financial products. Another way is through fees charged for financial planning services, such as creating a comprehensive financial plan or managing an investment portfolio. Additionally, some advisors may receive a percentage of the assets they manage for their clients. It is worth noting that in Kitsap County, WA, financial advisors may face unique challenges due to the area's military presence and the associated complexities of military benefits and retirement planning. As such, advisors in this area may need to possess specialized knowledge and expertise to effectively serve their clients.