The Best Fee based advice providers in Anchorage, Alaska
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Bright Road Wealth Management, LLC
Bright Road Wealth Management, LLC is a finance institution located at 405 West 36th Avenue in Anchorage, Alaska, United States. Our team of experienced financial advisors is dedicated to helping our clients navigate the complexities of wealth management and achieve their financial goals. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, our knowledgeable professionals are here to provide personalized guidance and support. At Bright Road Wealth Management, LLC, we strive to create a brighter financial future for our clients.
Cameron Gilchrist - Thrivent
Cameron Gilchrist - Thrivent is a finance institution located at 3111 Denali Street, Anchorage, Alaska, United States. They are licensed in multiple states including AK, AZ, CA, FL, HI, ID, KY, LA, MN, NM, TX, and WA. The institution believes that money is a tool, not a goal, and takes a thoughtful approach to understanding each client's financial situation and values. They offer virtual appointments for those who are not local. The institution provides clarity and confidence in financial planning, offering strategies and coaching tailored to individual needs. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and investment services offered through Thrivent Investment Management Inc. Only licensed financial advisors provide investment advisory services. For more information, visit their website or FINRA's Broker Check.
Leonard & Martens LLC
Leonard & Martens LLC is a finance institution located at 3401 Denali Street, Anchorage, Alaska, United States. Our team is dedicated to building long-term relationships based on trust, exceptional service, and sound investment strategies. As an independent team, our loyalty belongs exclusively to our clients. We offer unbiased financial planning, investment advice, and portfolio development through Raymond James Financial Services, Inc. Our advisors operate on a fee-basis and are not tied to selling specific financial products for commissions. We prioritize placing the interests of our clients first and offer ongoing financial expertise whenever needed. Visit our website for educational articles, calculators, and valuable information to evaluate your financial goals. Please note that clients should periodically re-evaluate the use of asset-based fees. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Leonard & Martens is not a registered broker/dealer and is independent of Raymond James Financial Services. Links provided on our website are for informational purposes only. Raymond James does not endorse, authorize, or sponsor any listed websites. Please visit our website for more information and to check the background of our investment professionals.
Raymond James Financial Services
Raymond James Financial Services, located at 3401 Denali Street, Anchorage, Alaska, United States, is a finance institution dedicated to building long-term relationships based on trust, exceptional service, and sound investment strategies. Leonard & Martens, LLC, is an independent team of advisors who help clients manage wealth, plan for retirement, and preserve assets. As Investment Advisor Representatives, they follow a fiduciary standard, always putting the interests of their clients first. The advisors operate on a fee-basis, ensuring objective advice tailored to each client's unique needs. Clients can access valuable information, educational articles, and calculators on their website to evaluate their financial position and progress towards goals. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Leonard & Martens is not a registered broker/dealer and is independent of Raymond James Financial Services. Links provided on their website are for informational purposes only, and Raymond James does not endorse or sponsor any listed websites. Visit their site for more information and to watch interesting videos and use helpful calculators.
Merrill Lynch Financial Advisor John E Peterson
Located at 3601 C Street, Anchorage, Alaska, United States, Merrill Lynch Financial Advisor John E Peterson offers personalized financial services tailored to your needs. With over 25 years of experience as a Merrill Financial Advisor, John focuses on retirement planning and investment portfolio strategies for high net worth individuals and business owners. He believes in understanding each client's specific needs, concerns, and priorities to create a personalized plan centered on their goals. John is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He holds a BS from the United States Air Force Academy (USAFA) and an MBA from Chapman University. John's commitment to the community is evident through his volunteer work with various organizations in Anchorage.
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