Retirement Planning in Silverdale, WA

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Top Retirement Planners in Silverdale, WA

SEC File# 801-121333
CRD# 144293
5 out of 5
Location 9230 Bay Shore Dr NW STE 201, Silverdale, WA 98383, USA
Phone (360) 337-2701
Directions
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Foster Financial Services Inc
5 out of 5
Location 18955 Anderson Pkwy NE, Poulsbo, WA 98370, USA
Phone (360) 779-4044
Directions
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The Montane Group
Location 10705 Silverdale Way NW Ste 203, Silverdale, WA 98383, USA
Phone (360) 613-7033
Directions
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Kevin J. Pentz CFP® and Wealthmark Advisors
5 out of 5
Location 2819 NW Kitsap Pl STE 201, Silverdale, WA 98383, USA
Phone (360) 516-2400
Directions
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Copper Financial Group
3 out of 5
Location 4550 NW Newberry Hill Rd # 101, Silverdale, WA 98383, USA
Phone (360) 698-6546
Directions
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Edward Jones - Financial Advisor: Joseph A Kochera, AAMS™
5 out of 5
Location 9951 Mickelberry Rd NW Suite 225, Silverdale, WA 98383, USA
Phone (360) 633-7482
Directions
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Crista Assisted Living
Location 1600 NW Crista Shores Ln, Silverdale, WA 98383, USA
Phone (360) 613-3514
Directions
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Jackson Hewitt Tax Service
4 out of 5
Location 10300 Silverdale Way NW Suite P109, Silverdale, WA 98383, USA
Phone (360) 998-3580
Directions
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Edward Jones - Financial Advisor: Benjamin Pecora
Location 9228 Ridgetop Blvd NW Suite 101, Silverdale, WA 98383, USA
Phone (360) 307-8636
Directions
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Jeff Thomsen - Financial Advisor, Ameriprise Financial Services, LLC
Location 9951 Mickelberry Rd NW Ste 127, Silverdale, WA 98383, USA
Phone (360) 282-6322
Directions
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First Command Financial Advisor - Andrew Nesburg
Location 10049 Kitsap Mall Blvd NW Suite 289, Silverdale, WA 98383, USA
Phone (360) 692-0277
Directions
Retirement Planning in Silverdale, WA

About Silverdale, WA for Those Planning to Retire

Silverdale, WA is a picturesque town located on the Kitsap Peninsula in Washington state. This charming community is home to a variety of landmarks, including the Kitsap Mall, which boasts over 100 stores and restaurants. The town is also home to the Silverdale Waterfront Park, which offers stunning views of Dyes Inlet and the Olympic Mountains. When it comes to top employers, Silverdale is home to a diverse array of businesses, including the Harrison Medical Center, which provides top-notch healthcare to the community. Other major employers in the area include the Kitsap County government, Costco, and the Navy Exchange. As for highways and streets, Silverdale is situated along State Route 3, which connects the town to nearby Bremerton and Poulsbo. Additionally, Silverdale is home to several major streets, including Silverdale Way and Bucklin Hill Road. Finally, Silverdale is comprised of several unique neighborhoods, each with its own distinct character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Silverdale, WA could benefit from a bank in numerous ways. One of the most common ways is by offering financial products and services that cater to the unique needs of the community. For instance, Silverdale is home to a significant number of military personnel and their families who require specialized financial services, such as VA loans and military banking. Additionally, the town is known for its vibrant small business community, which would benefit from business loans, merchant services, and cash management solutions. Furthermore, with the rise of technology and digital banking, residents of Silverdale would appreciate a bank that offers online banking and mobile banking services, enabling them to manage their finances from anywhere, anytime. Overall, a bank that understands the specific needs of Silverdale residents would be a valuable asset to the community.

Insurance Broker

Residents of Silverdale, WA could greatly benefit from the services of an insurance broker. With its proximity to the Puget Sound and the Olympic Mountains, Silverdale is known for its outdoor recreation opportunities. However, this also presents unique risks that residents may not be aware of. An insurance broker can help residents navigate the complexities of insuring their boats, RVs, and other recreational vehicles, as well as protecting their homes from natural disasters such as floods and landslides. Additionally, with the thriving business community in Silverdale, an insurance broker can provide guidance on protecting assets and liability coverage for commercial ventures. The expertise and personalized attention provided by an insurance broker can help residents of Silverdale feel secure and prepared for whatever life may bring.

Wealth Management

Residents of Silverdale, WA can benefit significantly from the services of a wealth manager. With the city's growing population and diverse economy, a wealth manager can help individuals navigate the complex financial landscape and achieve their financial goals. For instance, Silverdale is home to many military families, and a wealth manager can assist them in managing their finances during deployments and transitions. Additionally, Silverdale has a thriving small business community, and a wealth manager can provide guidance on tax planning, retirement planning, and investment strategies. Furthermore, with the high cost of living in the area, a wealth manager can help residents manage their expenses and save for their future. Overall, a wealth manager can provide valuable financial advice to residents of Silverdale, WA and help them achieve financial security.

Financial Advisor

Residents of Silverdale, WA can benefit from the expertise of a financial advisor in numerous ways. With the city's growing population and diverse economy, a financial advisor can help individuals make informed decisions about their investments, retirement planning, and tax strategies. Specifically, with the presence of the Kitsap Mall, a financial advisor can assist residents in managing their spending habits and creating a budget that aligns with their financial goals. Additionally, given the proximity to Naval Base Kitsap, a financial advisor can provide guidance on military-specific financial planning, such as the Thrift Savings Plan and VA benefits. Furthermore, with the rising cost of living in the area, a financial advisor can help residents navigate the local real estate market and make informed decisions about purchasing or renting property. Overall, a financial advisor can provide valuable insight and support to residents of Silverdale, WA as they navigate the complexities of their personal finances.

Mortgage Loan Officer

Residents of Silverdale, WA can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can assist residents in finding the right mortgage product that suits their financial goals and budget. They can also provide guidance on the mortgage application process and help residents navigate the complex paperwork involved. Moreover, with the housing market in Silverdale, WA being highly competitive, a mortgage loan officer can help residents get pre-approved for a mortgage, which can be a significant advantage when making an offer on a home. Additionally, with the median home price in Silverdale, WA being higher than the national average, a mortgage loan officer can provide valuable insights on down payment assistance programs and other resources that can help residents afford their dream home.

Tax Services

Residents of Silverdale, WA could benefit from the expertise of a tax advisor in a variety of ways. For instance, with the presence of Naval Base Kitsap in the area, many residents may have unique tax situations related to military pay, allowances, and benefits. Additionally, the prevalence of small businesses in Silverdale could lead to complex tax issues related to self-employment, deductions, and business expenses. A tax advisor could also help residents navigate the intricacies of Washington state tax laws, which differ from federal laws in certain areas. With their knowledge of tax codes and regulations, a tax advisor could assist Silverdale residents in maximizing their tax savings and minimizing their liabilities, ultimately helping them to achieve their financial goals.

Estate Planning Lawyer

Residents of Silverdale, WA can benefit from the services of an estate planning lawyer in several ways. First, an estate planning lawyer can help individuals in Silverdale create a comprehensive estate plan that addresses their unique needs and circumstances. This can include drafting wills, trusts, and other legal documents that ensure assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate. Given that Silverdale is a rapidly growing community with a diverse population, an estate planning lawyer can also help individuals navigate complex family dynamics, such as blended families or estranged relatives, to ensure that their wishes are respected. Overall, an estate planning lawyer can provide peace of mind to residents of Silverdale by helping them plan for the future and protect their assets.

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