Wealth Management in Edmonds, WA

We did the hard work of finding trustworthy partners in Edmonds, WA. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Edmonds, WA Wealth Management Firms

generic_business-71
Sage Advisor Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 110 James St STE 100, Edmonds, WA 98020, USA
Phone (425) 640-8636
Directions
generic_business-71
Jeffrey Mushen - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 110 James St STE 100, Edmonds, WA 98020, USA
Phone (425) 640-8636
Directions
SEC File# 801-10970
CRD# 6413
Location 152 3rd Ave S #108, Edmonds, WA 98020, USA
Phone (425) 670-6595
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Financial Advisors | U.S. Bancorp Investments
Location 140 4th Ave S, Edmonds, WA 98020, USA
Phone (425) 776-2122
Directions
generic_business-71
Premier Wealth Management
SEC File# 801-111084
CRD# 15898
5 out of 5
Location 19101 36th Ave W #211, Lynnwood, WA 98036, USA
Phone (425) 744-8088
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Inga M Seifert
SEC File# 801-3297
CRD# 250
Location 107 5th Ave N Suite 101, Edmonds, WA 98020, USA
Phone (425) 670-1988
Directions
generic_business-71
Edward Jones - Financial Advisor: Mike Ferrera
Location 18401 76th Ave W Suite 101, Edmonds, WA 98026, USA
Phone (425) 778-3696
Directions
generic_business-71
Harbour Investment Management, LLC
SEC File# 801-39540
CRD# 111166
Location 152 3rd Ave S Ste 103B, Edmonds, WA 98020, USA
Phone (425) 742-1557
Directions
generic_business-71
Raymond James Financial Services
Location 533 5th Ave S, Edmonds, WA 98020, USA
Phone (425) 673-4677
Directions
generic_business-71
Sage Advisors, LLC
SEC File# 801-69790
CRD# 148964
5 out of 5
Location 115 2nd Ave N #200, Edmonds, WA 98020, USA
Phone (206) 516-7991
Directions
generic_business-71
Dime & Associates
Location 144 Railroad Ave, Edmonds, WA 98020, USA
Phone (206) 333-4234
Directions
generic_business-71
Harsin Wealth Management
Location 7231 196th St SW, Lynnwood, WA 98036, USA
Phone (425) 774-9477
Directions
generic_business-71
Traner Smith & Co., PLLC
5 out of 5
Location 201 5th Ave S #202, Edmonds, WA 98020, USA
Phone (425) 640-8650
Directions
generic_business-71
Puget Sound Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 100 2nd Ave S Ste 140, Edmonds, WA 98020, USA
Phone (425) 640-8633
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Soundview Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 110 James St STE 100, Edmonds, WA 98020, USA
Phone (425) 640-8632
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Sitka Pacific Capital Management, LLC
Location 316 Main St, Edmonds, WA 98020, USA
Phone (425) 967-5533
Directions
generic_business-71
Scott Davis - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 152 3rd Ave S Ste 103A, Edmonds, WA 98020, USA
Phone (425) 245-8083
Directions
generic_business-71
Bogdanovich Wealth Management PLLC
SEC File# 801-63131
CRD# 116557
Location 100 2nd Ave S, Edmonds, WA 98020, USA
Phone (425) 329-7733
Directions
generic_business-71
CRUX Wealth Advisors, LLC
SEC File# 801-69815
CRD# 149018
Location 533 5th Ave S, Edmonds, WA 98020, USA
Phone (562) 735-3875
Directions
Wealth Management in Edmonds, WA

Where Wealth Management Advisors in Edmonds, WA Serve

Edmonds, WA is a charming seaside town located in Snohomish County, Washington. This picturesque city is home to a variety of landmarks, including the Edmonds Center for the Arts, the Edmonds Ferry Terminal, and the Edmonds Marsh. The town is also known for its quaint downtown area, which is filled with unique shops and restaurants. In terms of top employers, Edmonds is home to a number of healthcare facilities, including Swedish Edmonds Hospital and Edmonds Family Medicine. Other major employers in the area include the Edmonds School District and the City of Edmonds. When it comes to major highways and streets, Edmonds is located just off of Interstate 5, making it easily accessible from Seattle and other nearby cities. The town is also home to several major streets, including Main Street, 5th Avenue, and Highway 104. Edmonds is divided into several distinct neighborhoods, each with its own unique character.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Edmonds, WA can benefit from a bank in a multitude of ways. Firstly, banks can provide loans for home purchases and renovations, which is particularly helpful in Edmonds where the median home price is $730,000. Additionally, banks can assist with financial planning and investment advice, which is important in a city where the median household income is $92,000. Furthermore, banks can offer small business loans and resources for entrepreneurs, which is valuable in a city with a growing entrepreneurial community. Lastly, banks can provide access to online and mobile banking services, which is crucial in a city where many residents commute to Seattle for work and need convenient banking options. Overall, a bank can be a valuable resource for the diverse and thriving community of Edmonds, WA.

Insurance Broker

Edmonds, WA is a city located in Snohomish County, Washington, and residents of this area could benefit greatly from the services of an insurance broker. With its proximity to the Puget Sound, Edmonds is at risk for flooding and other natural disasters, making it crucial for residents to have adequate insurance coverage. An insurance broker can help residents navigate the complexities of flood insurance, ensuring that they have the proper coverage to protect their homes and belongings. Additionally, with the city's growing population and thriving business community, an insurance broker can assist residents in finding the most cost-effective and comprehensive insurance plans for their homes, cars, and businesses. With the help of an insurance broker, residents of Edmonds can have peace of mind knowing that they are properly protected in the event of an unforeseen event.

Retirement Planning

Residents of Edmonds, WA could benefit from the guidance of a retirement planner in several ways. Firstly, a retirement planner could help them create a comprehensive financial plan that takes into account their unique needs and goals. This could include advice on how to maximize their retirement savings, minimize taxes, and manage their investments. Additionally, a retirement planner could help Edmonds residents navigate the complex world of Social Security and Medicare, ensuring that they are getting the most out of these programs. Given that Edmonds is home to a significant number of retirees, a retirement planner could also provide guidance on long-term care planning and estate planning. With the help of a retirement planner, residents of Edmonds could feel confident that they are on track to achieving their retirement goals and living a comfortable and fulfilling life in their golden years.

Financial Advisor

Residents of Edmonds, WA could benefit from the guidance of a financial advisor in a multitude of ways. For instance, Edmonds is home to a diverse population, including many retirees who may need help managing their retirement funds. A financial advisor could assist them in creating a comprehensive retirement plan that takes into account their lifestyle and future goals. Additionally, Edmonds is known for its thriving small business community, and a financial advisor could help entrepreneurs navigate the complexities of starting and growing a business. They could advise on everything from securing funding to managing cash flow and minimizing taxes. Furthermore, Edmonds is located in a region with a high cost of living, and a financial advisor could provide valuable insights on how to save and invest wisely to achieve financial stability and security. Overall, a financial advisor could play a crucial role in helping residents of Edmonds achieve their financial goals and build a brighter future.

Mortgage Loan Officer

Residents of Edmonds, WA could greatly benefit from the expertise of a mortgage loan officer. These professionals can provide guidance on securing a mortgage loan for purchasing a home or refinancing an existing mortgage. With the high cost of living in Edmonds, it can be challenging for residents to save up enough money for a down payment. A mortgage loan officer can help residents navigate the various loan options available to them and find the best fit for their financial situation. Additionally, with the city's proximity to Seattle and its booming tech industry, there may be unique opportunities for residents to take advantage of certain loan programs or grants. A mortgage loan officer can provide invaluable insight into these possibilities and help residents make informed decisions about their home buying or refinancing journey.

Tax Services

Residents of Edmonds, WA could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to the state of Washington. This is particularly important in Edmonds, where the local tax laws can be quite intricate and confusing. Moreover, a tax advisor can help residents maximize their tax deductions and credits, which can lead to significant savings on their tax bills. Additionally, a tax advisor can provide guidance on how to structure their finances in a tax-efficient manner, which can help them achieve their long-term financial goals. Ultimately, working with a tax advisor can help residents of Edmonds, WA make informed decisions about their finances and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Edmonds, WA can benefit from the services of an estate planning lawyer in a variety of ways. One specific aspect that makes Edmonds unique is its proximity to the Puget Sound and the potential impact that this could have on an individual's estate plan. An experienced lawyer can help residents create a comprehensive plan that takes into account factors such as waterfront property, boating assets, and other maritime considerations. Additionally, an estate planning lawyer can help Edmonds residents with tasks such as drafting wills, setting up trusts, and planning for long-term care. These services can provide peace of mind for individuals and families, ensuring that their assets are protected and their wishes are carried out in the event of incapacitation or death. Overall, working with an estate planning lawyer can be a valuable investment for residents of Edmonds, helping them to navigate complex legal issues and secure their financial future.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs