Wealth Management in Matanuska-Susitna, AK

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List of Firms

Matanuska-Susitna, AK Wealth Management Firms

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Merrill Lynch Wealth Management Advisor John Hanna
Location 3601 C Street Penthouse Suite West, Anchorage, AK 99503, USA
Phone (907) 564-6636
Directions
SEC File# 801-72168
CRD# 152622
Location 911 W 8th Ave Suite 101, Anchorage, AK 99501, USA
Phone (907) 331-4984
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
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Sam Wolfe - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5770
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Merrill Lynch Wealth Management Advisor Laura Sturdevant
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6652
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Aurora Wealth Management - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5971
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SEC File# 801-111055
CRD# 158043
Location 7362 W Parks Hwy #450, Wasilla, AK 99623, USA
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SEC File# 801-117825
CRD# 157925
Location 15350 Old Seward Hwy, Anchorage, AK 99516, USA
Phone (907) 917-4870
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The Frontier Group - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5964
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Merrill Lynch Wealth Management Advisor Jacob Olmscheid
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6650
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Merrill Lynch Wealth Management Advisor William Marshall
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6612
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North Harbor Wealth Management
Location 3601 Minnesota Dr, Anchorage, AK 99503, USA
Phone (907) 276-1911
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The Legacy Group - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5957
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Merrill Lynch Wealth Management Advisor Jonathan Orion Coon
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6626
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Merrill Lynch Wealth Management Advisor Amrita McSharry
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6646
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Dynamic Capital Management, Inc.
Location 733 W 4th Ave, Anchorage, AK 99501, USA
Phone (907) 562-6374
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Capital Management Network
Location 548 Coastal Pl, Anchorage, AK 99501, USA
Phone (907) 222-9801
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Merrill Lynch Wealth Management Advisor Tyann Hollis
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6624
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Merrill Lynch Wealth Management
3 out of 5
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 561-4433
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Chad Adams - UBS Financial Services Inc.
Location 3000 A St Suite 100, Anchorage, AK 99503, USA
Phone (907) 261-5971
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North Harbor Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1174 N Leatherleaf Loop, Wasilla, AK 99654, USA
Phone (907) 373-1200
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-57392
CRD# 111362
Location 800 E Dimond Blvd # 3-310, Anchorage, AK 99515, USA
Phone (907) 978-1176
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SEC File# 801-14263
CRD# 105253
Location 2550 Denali St # 1611, Anchorage, AK 99503, USA
Phone (907) 272-5022
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K&J Planning Group
Location 851 Westpoint Dr #209, Wasilla, AK 99654, USA
Phone (907) 376-8373
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Merrill Lynch Wealth Management Advisor Mark K Titzel
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6635
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Merrill Lynch Wealth Management Advisor Kenneth E Jones
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6659
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The Denali Group - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5779
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Merrill Lynch Wealth Management Advisor Michael W Murphy
Location 3601 C St 14th floor, Anchorage, AK 99503, USA
Phone (907) 564-6696
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Matanuska Valley Financial Services
Location 1020 S Bailey St, Palmer, AK 99645, USA
Phone (907) 745-9182
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Jason Longlet - Morgan Stanley
5 out of 5
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5716
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Baer Capital Management
Location 737 M St, Anchorage, AK 99501, USA
Phone (907) 677-1555
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The Ellis Group, Inc
Location 541 S Cobb St #205, Palmer, AK 99645, USA
Phone (907) 746-7526
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Alaska Investment Corporation
Location 4105 E Turnagain Blvd, Anchorage, AK 99517, USA
Phone (907) 245-1554
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The May Longlet Cook Group - Morgan Stanley
Location 2550 Denali St Suite 1700, Anchorage, AK 99503, USA
Phone (907) 263-5701
Directions
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
Wealth Management in Matanuska-Susitna, AK

Where Wealth Management Advisors in Matanuska-Susitna, AK Serve

Matanuska-Susitna, AK is a vast and beautiful region located in the southern part of the state. It is home to several remarkable landmarks such as the Matanuska Glacier, the Hatcher Pass, and the Talkeetna Mountains. These natural wonders offer breathtaking views and outdoor recreational opportunities for locals and tourists alike. The region's economy is driven by a diverse group of top employers, including the Matanuska-Susitna Borough School District, Mat-Su Regional Medical Center, and Walmart. These companies provide ample job opportunities and contribute significantly to the local economy. The region is connected to the rest of Alaska and the lower 48 states by several major highways, including the Glenn Highway and the Parks Highway. These highways provide easy access to Anchorage, the state's largest city, and other major destinations. Matanuska-Susitna is home to several charming neighborhoods, each with its unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Matanuska-Susitna, AK would greatly benefit from the services provided by a bank. With a population of over 100,000 people spread across a vast area, having access to a reliable financial institution is crucial. The bank can provide essential services such as checking and savings accounts, loans, and mortgages. Additionally, residents can take advantage of online banking and mobile apps, which are especially useful in a region where the weather can be harsh and travel can be difficult. Furthermore, the bank can assist with investments and retirement planning, which is important for a community that relies heavily on industries like agriculture and mining. By partnering with a bank, residents can have peace of mind knowing that their financial needs are being met, even in the unpredictable and challenging environment of Matanuska-Susitna, AK.

Insurance Broker

Residents of Matanuska-Susitna, AK could benefit from an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex and often confusing world of insurance policies and coverage options. This is particularly important in Matanuska-Susitna, AK, where the extreme weather conditions can pose unique risks and challenges. Additionally, an insurance broker can help residents of Matanuska-Susitna, AK find the best insurance policies at the most affordable rates, which is especially crucial in a state where the cost of living is already high. Lastly, an insurance broker can provide personalized advice and support to residents, helping them to make informed decisions about their insurance needs and ensuring that they are adequately protected in the event of an unexpected event or emergency.

Retirement Planning

Residents of Matanuska-Susitna, AK would greatly benefit from the guidance of a retirement planner. With a population of over 100,000, this region is known for its rugged and remote terrain, making it a challenging place to navigate the complexities of retirement planning. A skilled retirement planner can help residents of Matanuska-Susitna, AK to develop a comprehensive plan for their retirement that takes into account the unique challenges of living in this region, such as the high cost of living, limited healthcare options, and the need to be self-sufficient in the face of natural disasters like earthquakes and wildfires. By working with a retirement planner, residents of Matanuska-Susitna, AK can ensure that they have the financial resources and support they need to enjoy a comfortable retirement, no matter what challenges may arise.

Financial Advisor

Residents of Matanuska-Susitna, AK can benefit greatly from the guidance of a financial advisor. With its vast wilderness and limited access to resources, the region presents unique challenges that require specialized financial planning. A financial advisor can help residents navigate the complex tax laws and regulations that are specific to Alaska, such as the Permanent Fund Dividend. They can also provide guidance on how to invest in the local economy, which is heavily reliant on natural resources such as oil and gas. Additionally, a financial advisor can help residents plan for the long-term financial impact of climate change, which is already affecting the region's infrastructure and economy. With their expertise, a financial advisor can help residents of Matanuska-Susitna, AK achieve their financial goals and secure their future in this beautiful, yet challenging, part of the world.

Mortgage Loan Officer

Residents of Matanuska-Susitna, AK would greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents navigate the intricacies of the home-buying process, which can be particularly challenging in a region with such a unique housing market. For example, Matanuska-Susitna, AK is known for its vast stretches of wilderness and remote communities, which can make it difficult to find suitable housing options. A mortgage loan officer can help residents understand their financing options and secure the necessary funds to purchase a home, even in these challenging circumstances. Additionally, these professionals can provide guidance on important issues such as property taxes, insurance, and other financial considerations that are specific to the Matanuska-Susitna region. With the help of a skilled mortgage loan officer, residents of this area can achieve their dream of homeownership and build a stable future for themselves and their families.

Tax Services

Residents of Matanuska-Susitna, AK could benefit greatly from the expertise of a tax advisor. With the area's economy heavily reliant on agriculture and tourism, a tax advisor could provide valuable guidance on how to maximize deductions for farm expenses and rental properties. Additionally, residents who work in the oil and gas industry could benefit from a tax advisor's knowledge of industry-specific deductions and credits. Furthermore, with the unique challenges of living in a remote and often harsh environment, a tax advisor could assist residents in navigating the complexities of claiming deductions for home improvements and energy-efficient upgrades. In short, a tax advisor could provide invaluable assistance to the residents of Matanuska-Susitna, AK in navigating the intricacies of the tax code and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Matanuska-Susitna, AK could greatly benefit from the expertise of an estate planning lawyer. With its vast wilderness and rural communities, Matanuska-Susitna faces unique challenges when it comes to estate planning. An experienced lawyer can help residents navigate the complex legal landscape and ensure that their assets are protected and distributed according to their wishes. For example, many residents in the area own large plots of land or businesses that have been in their families for generations. An estate planning lawyer can help these families establish trusts or create succession plans to ensure that their properties remain in the family and are not lost to outside interests. Additionally, the harsh climate and remote location of Matanuska-Susitna can make it difficult for families to access their assets in the event of an emergency. An estate planning lawyer can help residents create durable powers of attorney and other legal documents that will allow trusted individuals to manage their affairs in their absence.

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