Best Financial Advisors in Matanuska-Susitna, AK

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Matanuska-Susitna, AK Fiduciary Financial Advisors

SEC File# 801-56942
CRD# 281958
5 out of 5
Location 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone (907) 272-8772
Directions
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Edward Jones - Financial Advisor: Brian L Mayer
5 out of 5
Location 531 S Cobb St, Palmer, AK 99645, USA
Phone (907) 746-3280
Directions
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Plan Your Federal Retirement
Location 431 W 7th Ave, Anchorage, AK 99501, USA
Phone (800) 337-7780
Directions
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Matanuska Valley Financial Services
Location 1020 S Bailey St, Palmer, AK 99645, USA
Phone (907) 745-9182
Directions
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Justin O'Brien - Thrivent
Location 104 E Arctic Ave Suite, Palmer, AK 99645, USA
Phone (907) 677-0398
Directions
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First Command Financial Advisor - Megan Kupratty
Location 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone (907) 272-8772
Directions
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Alaska Permanent Capital Management, Co.
SEC File# 801-40501
CRD# 106233
Location 900 W 5th Ave UNIT 601, Anchorage, AK 99501, USA
Phone (907) 272-7575
Language http://apcm.net/
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
Directions
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Edward Jones - Financial Advisor: Cassie L Miller
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3545 Arctic Blvd Suite B-3, Anchorage, AK 99503, USA
Phone (907) 349-1964
Directions
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Edward Jones - Financial Advisor: Matthew R Pogirski, AAMS™
SEC File# 801-3297
CRD# 250
Location 731 I St Suite 202, Anchorage, AK 99501, USA
Phone (907) 272-2444
Directions
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First Command Financial Advisor - Todd Ligman
Location 2525 C St Suite 425, Anchorage, AK 99503, USA
Phone (907) 272-8772
Directions
Financial Advisors in Matanuska-Susitna, AK

Where Certified Financial Advisors in Matanuska-Susitna, AK Serve

Matanuska-Susitna, AK, located in the heart of Alaska, is a sprawling and diverse region with a rich history and an abundance of natural beauty. From towering mountains and pristine lakes to bustling cities and charming small towns, this area has something for everyone. Some of the most notable landmarks in Matanuska-Susitna include the Matanuska Glacier, which is one of the largest glaciers in Alaska and a popular destination for outdoor enthusiasts. Other must-see sites include the Knik River, the Talkeetna Mountains, and the Chugach State Park. When it comes to employment opportunities, Matanuska-Susitna is home to a number of top employers in a variety of industries. Some of the largest employers in the area include the Matanuska-Susitna Borough School District, the Matanuska-Susitna Borough government, and the Alaska Railroad Corporation.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

In Matanuska-Susitna, AK, residents are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, which can be found in cities like Palmer and Wasilla. These branches offer a range of services, including checking and savings accounts, loans, and mortgages. However, given the vast size of Matanuska-Susitna and the fact that many residents live in more rural areas, online banking has become increasingly popular. This allows residents to access their accounts, transfer funds, and pay bills from the comfort of their own homes. Additionally, many banks in Matanuska-Susitna offer mobile banking apps, which allow residents to manage their finances on-the-go. With its stunning natural beauty and thriving outdoor recreation scene, Matanuska-Susitna is a unique and vibrant community that demands banking services that are just as innovative and flexible as its residents.

Insurance Broker

Residents of Matanuska-Susitna, AK can benefit greatly from the services of an insurance broker. With the harsh winters and unpredictable weather patterns in the area, having the right insurance coverage is crucial. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their unique needs and budget. For example, residents living near the Matanuska Glacier may require additional coverage for potential property damage caused by glacier movement. Additionally, an insurance broker can provide guidance on health insurance options, which is especially important in a state like Alaska where healthcare costs can be high. Overall, an insurance broker can provide invaluable assistance to residents of Matanuska-Susitna, AK in securing the right insurance coverage for their specific circumstances.

Retirement Planning

Residents of Matanuska-Susitna, AK could benefit greatly from the expertise of a retirement planner. With the cost of living in Alaska being higher than the national average, it can be difficult for residents to save enough money for retirement. A retirement planner can assist residents in creating a personalized plan to save for retirement, taking into account their unique financial situation and goals. Additionally, with the extreme weather conditions in Matanuska-Susitna, AK, it is important for residents to have a plan in place for unexpected emergencies that could impact their retirement savings. A retirement planner can help residents prepare for these scenarios and ensure they have a solid financial foundation for their retirement years.

Wealth Management

Residents of Matanuska-Susitna, AK could benefit from the guidance of a wealth manager in a number of ways. For instance, a wealth manager could help them to create a financial plan that takes into account the unique challenges and opportunities of living in a rural area like Matanuska-Susitna. This might include strategies for saving for retirement, managing debt, and investing in local businesses or industries. Additionally, a wealth manager could provide advice on how to navigate the often unpredictable economic conditions of Alaska, such as fluctuations in the oil and gas industry or the impact of climate change on local agriculture. Ultimately, a wealth manager could help residents of Matanuska-Susitna to achieve their financial goals and build a more secure future for themselves and their families.

Mortgage Loan Officer

Residents of Matanuska-Susitna, AK would benefit greatly from the services of a mortgage loan officer. With a population of just over 100,000 people, many individuals in this area are looking to purchase their first home or refinance their existing mortgage. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, and provide guidance on the various types of loans available. Additionally, residents of Matanuska-Susitna face unique challenges due to the area's remote location and harsh winters. A knowledgeable mortgage loan officer can help residents find loan programs that are specifically designed for rural areas, and can advise on how to prepare for the challenges of home ownership in a cold climate. Overall, a mortgage loan officer can be an invaluable resource for residents of Matanuska-Susitna who are looking to achieve their dream of owning a home.

Tax Services

Residents of Matanuska-Susitna, AK can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the unique tax laws and regulations specific to Alaska. For example, residents of Matanuska-Susitna may be eligible for certain tax credits and deductions related to the state's Permanent Fund Dividend program, which a tax advisor can help them take advantage of. Additionally, a tax advisor can provide valuable insights on how to minimize tax liabilities and maximize deductions, which can ultimately save residents money and help them achieve their financial goals. Overall, a tax advisor can be an invaluable resource for residents of Matanuska-Susitna looking to make informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of Matanuska-Susitna, AK can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive plan for the distribution of their assets after they pass away. This is especially important in Matanuska-Susitna, where many residents own large properties and have complex financial situations. An estate planning lawyer can also help residents minimize taxes and avoid probate court. Additionally, they can assist with setting up trusts, creating healthcare directives, and establishing power of attorney. With the help of an estate planning lawyer, residents of Matanuska-Susitna can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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