Best Financial Advisors in Kodiak Island, AK

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Kodiak Island, AK Fiduciary Financial Advisors

lodging-71
Cranky Crow Bed and Breakfast
5 out of 5
Location 1713 17th Avenue - no access from Rezanof turn on Bartel & then Lechner Street, Kodiak, AK 99615, USA
Phone (907) 654-7356
Directions
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Fish N' Chips Charters
5 out of 5
Location 301 Cope St, Kodiak, AK 99615, USA
Phone (907) 539-6135
Directions
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Edward Jones - Financial Advisor: Tyler Wallace
SEC File# 801-3297
CRD# 250
5 out of 5
Location 326 Center St Ste 102, Kodiak, AK 99615, USA
Phone (907) 486-5000
Directions
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Olson's Bookkeeping Services
5 out of 5
Location 316 Center St, Kodiak, AK 99615, USA
Phone (907) 486-8400
Directions
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Kodiak Lodge
5 out of 5
Location 1st St, Larsen Bay, AK 99624, USA
Phone (907) 847-2348
Directions
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Kodiak Tax Services
4 out of 5
Location 1120 Baranof St, Kodiak, AK 99615, USA
Phone (907) 486-4833
Directions
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Fleming Elizabeth W
5 out of 5
Location 104 Center St suite 201 A, Kodiak, AK 99615, USA
Phone (907) 512-0790
Directions
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Wallstrum Stevens CPA LLC
Location 2705 Mill Bay Rd The Learning Center, Kodiak, AK 99615, USA
Phone (907) 512-2726
Directions
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Western Union
Location Safeway, 2685 Mill Bay Rd, Kodiak, AK 99615, USA
Phone (907) 481-1500
Directions
Financial Advisors in Kodiak Island, AK

Where Certified Financial Advisors in Kodiak Island, AK Serve

Kodiak Island, AK is a stunningly beautiful place filled with natural wonders and bustling communities. From the towering peaks of the Kodiak Mountains to the tranquil waters of the Gulf of Alaska, there are countless landmarks to explore and discover. Visitors can hike along the rugged coastline, spot whales and sea otters in the bay, or visit the Kodiak National Wildlife Refuge to see bears in their natural habitat. In addition to its natural beauty, Kodiak Island is also home to a number of top employers, including the Kodiak Island Borough School District, the Kodiak Area Native Association, and the Trident Seafoods Corporation. These companies provide a range of job opportunities for residents and visitors alike, from education and healthcare to fishing and seafood processing. When it comes to transportation, Kodiak Island is connected to the mainland by the Kodiak Highway, which runs from the city of Kodiak to the town of Chiniak.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kodiak Island, AK have several options for banking services. The most common way to access banking services is through the local bank branches located on the island. These branches offer a variety of services including checking and savings accounts, loans, and investment options. Additionally, many residents also use online banking services to manage their accounts remotely. Due to the remote location of Kodiak Island, it is important for banks to offer convenient and accessible services to their customers. One specific challenge faced by residents of Kodiak Island is the limited access to ATMs. As a result, many banks offer fee-free ATM transactions for their customers to ensure they have access to cash when needed.

Insurance Broker

Residents of Kodiak Island, AK can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and assistance in choosing the right insurance policies to protect against the unique risks and challenges of living on an island. For example, Kodiak Island is known for its harsh weather and remote location, which can make it difficult to access medical care or repair services in the event of an emergency. An insurance broker can help residents find policies that provide comprehensive coverage for these types of situations, as well as other common risks like natural disasters, property damage, and liability claims. With the help of an insurance broker, residents of Kodiak Island can have peace of mind knowing that they are protected against the unexpected challenges that come with living in this beautiful but rugged part of the world.

Retirement Planning

Residents of Kodiak Island, AK could benefit from the expertise of a retirement planner in a number of ways. One specific challenge faced by many residents of Kodiak Island is the high cost of living, which can make saving for retirement difficult. A retirement planner could help residents navigate this challenge by identifying ways to reduce expenses and maximize savings, such as by investing in tax-advantaged retirement accounts or developing a budget that accounts for the unique costs of living in Kodiak Island. Additionally, a retirement planner could help residents plan for the unique risks and opportunities associated with living in a remote, coastal community, such as the potential impact of natural disasters or the availability of local resources for aging residents. Overall, a retirement planner could be an invaluable resource for residents of Kodiak Island looking to secure their financial future.

Wealth Management

Residents of Kodiak Island, AK could greatly benefit from the services of a wealth manager. With its remote location and harsh weather conditions, Kodiak Island presents unique challenges for its residents in terms of financial planning and management. A wealth manager can provide guidance on investment strategies, retirement planning, and risk management, all of which are crucial for the long-term financial health of individuals and families on the island. Additionally, a wealth manager can help residents navigate the complexities of tax laws and estate planning, ensuring that their assets are protected and their loved ones are provided for. Overall, the expertise and guidance of a wealth manager can be invaluable for residents of Kodiak Island, helping them to secure their financial futures and achieve their long-term goals.

Mortgage Loan Officer

Residents of Kodiak Island, AK can benefit from the assistance of a mortgage loan officer in a number of ways. For one, these professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or looking to upgrade to a larger space. Additionally, mortgage loan officers can help residents refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. Given that Kodiak Island is a remote location, residents may also benefit from a loan officer who has experience working with unique property types, such as those that are off the grid or require specialized financing. Ultimately, a mortgage loan officer can help residents navigate the complex world of real estate financing and find the best possible solutions for their individual needs.

Tax Services

Residents of Kodiak Island, AK could benefit from the expertise of a tax advisor in a number of ways. One of the most common ways is in navigating the complex tax laws and regulations that apply to individuals and businesses in the state. For example, Kodiak Island is home to a significant fishing industry, and tax laws related to fishing can be particularly complicated. A tax advisor can help residents understand their obligations and take advantage of any available deductions or credits. Additionally, Kodiak Island has a relatively high cost of living, which can make it challenging for residents to make ends meet. A tax advisor can help individuals and families identify ways to minimize their tax burden and maximize their income, which can go a long way toward improving their financial situation.

Estate Planning Lawyer

Residents of Kodiak Island, AK could benefit from the services of an estate planning lawyer in a number of ways. For example, an estate planning lawyer could help residents ensure that their assets are distributed according to their wishes after they pass away. This is especially important for residents of Kodiak Island, AK, where the fishing industry is a large part of the economy. An estate planning lawyer could help fishermen and their families plan for the future of their businesses and ensure that their assets are protected. Additionally, an estate planning lawyer could help residents of Kodiak Island, AK plan for long-term care and medical expenses, which can be especially important in a remote location like Kodiak Island. Overall, an estate planning lawyer can provide valuable guidance and peace of mind to residents of Kodiak Island, AK as they plan for their futures.

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