Wealth Management in Mercer Island, WA

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List of Firms

Mercer Island, WA Wealth Management Firms

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Paysse Jennison Financial
Location 9311 93rd Ave SE # 206, Mercer Island, WA 98040, USA
Phone (206) 236-7343
Directions
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The Fauser Group
SEC File# 801-118322
CRD# 282351
Location 7785 Sunset Hwy SE #249, Mercer Island, WA 98040, USA
Phone (206) 397-4398
Directions
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Mmls Investment Management
Location 9655 SE 36th St # 201, Mercer Island, WA 98040, USA
Phone (206) 230-7013
Directions
SEC File# 801-64803
CRD# 137484
4 out of 5
Location 7525 SE 24th St #120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Directions
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Steven Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Directions
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Baker Avenue Asset Management
Location 8015 SE 28th St, Mercer Island, WA 98040, USA
Phone (206) 275-0089
Directions
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NorthStar Wealth Management LLC
Location 7525, 485 SE 24th St # 670, Mercer Island, WA 98040, USA
Phone (206) 618-6517
Directions
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Kaufman Kampe Advisors
SEC File# 801-70137
CRD# 144316
Location 7525 SE 24th St # 670, Mercer Island, WA 98040, USA
Phone (206) 275-2277
Directions
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EQ Wealth Management
SEC File# 801-112224
CRD# 291033
Location 2835 82nd Ave SE suite 300-a, Mercer Island, WA 98040, USA
Phone (425) 434-1000
Directions
SEC File# 801-39379
CRD# 108805
Location 7900 SE 28th St Suite 204, Mercer Island, WA 98040, USA
Phone (206) 466-6200
Directions
SEC File# 801-39379
CRD# 108805
5 out of 5
Location 1 100th Ave NE # 102, Bellevue, WA 98004, USA
Phone (425) 283-1600
Directions
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Northwest Wealth Strategies
Location 7525 SE 24th St, Mercer Island, WA 98040, USA
Phone (206) 346-3326
Directions
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KMS Financial Services
Location 9311 93rd Ave SE # 105, Mercer Island, WA 98040, USA
Phone (206) 232-1610
Directions
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Mercer Advisors Wealth Management
Location 10655 NE 4th St UNIT 810, Bellevue, WA 98004, USA
Phone (888) 642-4636
Directions
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Jeffrey Johnson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Directions
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Mazza Financial Group, Inc.
5 out of 5
Location 7785 Sunset Hwy Suite 251, Mercer Island, WA 98040, USA
Phone (206) 623-0588
Directions
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Raymond James Financial Services
Location 2448 76th Ave SE UNIT 210, Mercer Island, WA 98040, USA
Phone (206) 284-5300
Directions
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Mercer Island Capital Management, LLC.
Location 7650 SE 27th St, Mercer Island, WA 98040, USA
Phone (206) 501-4976
Directions
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Raymond James Financial Services
Location 7900 SE 28th St Suite 200, Mercer Island, WA 98040, USA
Phone (206) 230-0800
Directions
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Northwest Asset Management
SEC File# 801-69483
CRD# 147923
5 out of 5
Location Rosauer Plaza, 2835 82nd Ave SE #300, Mercer Island, WA 98040, USA
Phone (206) 838-3680
Directions
SEC File# 801-121594
CRD# 288978
Location 3047 78th Ave SE suite #203, Mercer Island, WA 98040, USA
Phone (206) 931-8060
Time Monday: 10:00 AM – 4:00 PM Tuesday: 10:00 AM – 4:00 PM Wednesday: 10:00 AM – 4:00 PM Thursday: 10:00 AM – 4:00 PM Friday: 10:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Pathways Financial
Location 9311 SE 36th St Ste 105, Mercer Island, WA 98040, USA
Phone (206) 232-1610
Directions
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S. R. Schill & Associates
SEC File# 801-30972
CRD# 105864
5 out of 5
Location 2448 76th Ave SE UNIT 107, Mercer Island, WA 98040, USA
Phone (206) 275-2700
Directions
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Jesse T Crane - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Directions
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Mercer Financial Services Inc
Location 4100 76th Ave SE, Mercer Island, WA 98040, USA
Phone (206) 232-1260
Directions
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Wells Fargo Advisors
Location 3001 78th Ave SE, Mercer Island, WA 98040, USA
Phone (206) 232-1993
Directions
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Royal Asset Management, LLC
Location 2825 80th Ave SE #203, Mercer Island, WA 98040, USA
Phone (206) 737-8801
Directions
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Smith Richards Group
Location 7853 SE 27th St #285, Mercer Island, WA 98040, USA
Phone (206) 275-3900
Directions
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Gina Eaton - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 7525 SE 24th St Ste 120, Mercer Island, WA 98040, USA
Phone (425) 709-2345
Directions
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Merrill Lynch Wealth Management Advisor Ryan P Wheatley
SEC File# 801-14235
CRD# 7691
Location 10400 NE 4th St, Bellevue, WA 98004, USA
Phone (425) 467-4940
Directions
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Walters Wealth Management
Location 2719 63rd Ave SE, Mercer Island, WA 98040, USA
Phone (206) 275-2002
Directions
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Mercer Asset Management Inc
5 out of 5
Location Bainbridge Island, WA 98110, USA
Phone (206) 842-6650
Directions
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Crosby Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033, USA
Phone (425) 869-7100
Directions
Wealth Management in Mercer Island, WA

Where Wealth Management Advisors in Mercer Island, WA Serve

Nestled in the heart of the Pacific Northwest, Mercer Island, WA is a vibrant and bustling city that offers a unique blend of natural beauty and urban sophistication. From its stunning parks and trails to its world-class shopping and dining, there is truly something for everyone in this dynamic community. At the heart of Mercer Island lies its iconic downtown district, home to a wide variety of shops, restaurants, and entertainment venues. From the chic boutiques of Island Square to the eclectic dining options of Mercer Village, there is no shortage of things to see and do in this vibrant hub of activity. Beyond its bustling downtown, Mercer Island is also home to a number of stunning natural landmarks, including the breathtaking Luther Burbank Park and the tranquil Mercer Slough Nature Park. Whether you're looking to explore the great outdoors or simply soak up some sun, there is no shortage of opportunities to do so in this beautiful city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mercer Island, WA can benefit from a bank in numerous ways. One specific example is the assistance they can receive with their mortgage payments. Mercer Island is known for its high cost of living, and many residents may struggle to make their monthly mortgage payments. A bank can provide various options for refinancing or restructuring a mortgage to make it more manageable for the homeowner. Additionally, banks can offer investment opportunities for residents looking to grow their wealth and plan for their future. With the complexity of financial markets, having a trusted advisor to guide them can be invaluable for Mercer Island residents. Overall, a bank can provide crucial financial support and guidance to residents of this affluent community.

Insurance Broker

Residents of Mercer Island, WA can benefit greatly from the services of an insurance broker. With the island's location in the middle of Lake Washington, residents may face unique risks such as flood damage to their homes or boats. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have the appropriate coverage. Additionally, with Mercer Island being a high-income area, residents may have more assets to protect and may require more comprehensive insurance policies. An insurance broker can assist in finding the right policies to protect their assets, such as umbrella insurance or high-value home insurance. Furthermore, with the increasing prevalence of cyber threats, an insurance broker can help residents safeguard their personal and financial information with cyber liability insurance. Overall, an insurance broker can provide invaluable assistance to residents of Mercer Island in protecting their assets and mitigating risks unique to their location and lifestyle.

Retirement Planning

Residents of Mercer Island, WA can benefit from the expertise of a retirement planner in numerous ways. Specifically, given that Mercer Island is one of the wealthiest cities in the United States, a retirement planner can help residents navigate the complexities of managing their wealth and assets as they prepare for retirement. This can include developing a comprehensive retirement plan that takes into account factors such as investment strategies, tax planning, and estate planning. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits, manage healthcare costs, and plan for long-term care needs. With the help of a retirement planner, residents of Mercer Island can feel confident that they are making informed decisions about their financial future and are well-prepared to enjoy their retirement years.

Financial Advisor

Residents of Mercer Island, WA may benefit from the expertise of a financial advisor in various ways. With the island's reputation as one of the wealthiest communities in the state, a financial advisor can help individuals manage their wealth and investments. With the median household income being over $150,000, residents may need guidance on how to allocate their income towards retirement planning, education savings, and estate planning. Additionally, with the high cost of living on Mercer Island, financial advisors can provide advice on budgeting and debt management. With the island's proximity to Seattle, residents may also require assistance with tax planning and navigating the complexities of the local and state tax codes. Overall, a financial advisor can provide valuable guidance to Mercer Island residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Mercer Island, WA would benefit from the services of a mortgage loan officer in many ways. One of the most common ways would be to help them navigate the complex and competitive real estate market on the island. With its prime location in Lake Washington and proximity to Seattle, Mercer Island has become a highly sought-after destination for homebuyers. However, the high demand has also led to skyrocketing property prices, making it challenging for many residents to afford a home. A mortgage loan officer can assist residents in finding the best mortgage options available to them, whether it be a conventional loan or a government-backed program. They can also help residents understand the nuances of the local real estate market, including the impact of the island's top-rated schools on property values. With the help of a knowledgeable mortgage loan officer, residents can achieve their dream of owning a home on Mercer Island.

Tax Services

Residents of Mercer Island, WA could greatly benefit from the expertise of a tax advisor. With its high median household income and affluent population, Mercer Island presents unique tax challenges that require the knowledge and experience of a skilled advisor. For instance, residents may need guidance on navigating the state's complex tax laws, which can vary greatly depending on income and property ownership. Additionally, with its proximity to Seattle, residents may need assistance with navigating the tax implications of working in a different city or state. A tax advisor can also provide valuable advice on maximizing deductions and minimizing tax liabilities, which can be especially beneficial for those with high net worth. Overall, a tax advisor can provide invaluable assistance to Mercer Island residents in navigating the intricacies of the tax system and making informed financial decisions.

Estate Planning Lawyer

Residents of Mercer Island, WA can benefit greatly from the assistance of an estate planning lawyer. With its affluent community and high property values, many residents of Mercer Island are concerned with protecting their assets and ensuring that their loved ones are taken care of after they pass away. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their wishes are carried out and their assets are distributed according to their desires. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize tax liabilities, which is especially important in a state like Washington that has a high estate tax. With the help of an estate planning lawyer, residents of Mercer Island can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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