Financial independence planning in Alaska
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Montalbo Financial Services
● OpenMontalbo Financial Services is a reputable finance institution located at 130 Seward Street in Juneau, Alaska, United States. With a team of experienced professionals, Montalbo Financial Services offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. Whether you are an individual looking to secure your financial future or a business in need of financial guidance, Montalbo Financial Services is dedicated to providing personalized solutions to meet your specific needs. Trust Montalbo Financial Services to help you achieve your financial goals and secure a stable financial future.
130 Seward St, Juneau, AK 99801, United States -
Baobab Wealth Management - Financial Advisor
● OpenBaobab Wealth Management is a financial advisory firm located at 450 East Tudor Road in Anchorage, Alaska, United States. Led by Jimmy Miller, a Certified Retirement Planning Counselor, the firm specializes in tax-efficient retirement income planning. With over 20 years of experience, Jimmy helps clients reduce taxes, invest smarter, and achieve financial independence. The firm focuses on working with clients seeking a long-term relationship with a fiduciary financial advisor and have specific goals for their future. They specialize in serving individuals in the retirement 'Red Zone', the 10 years leading up to retirement and the first 5 years of retirement. Baobab Wealth Management offers comprehensive financial planning, with a focus on creating a safe, increasing, and predictable income for retirement.
450 E Tudor Rd Suite 201, Anchorage, AK 99503, United States -
Pillar Financial Group
● ClosedPillar Financial Group is a leading finance and insurance agency located at 3600 Arctic Boulevard in Anchorage, Alaska, United States. With a strong reputation for providing expert financial advice and comprehensive insurance solutions, Pillar Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or insurance coverage, the experienced team at Pillar Financial Group is committed to delivering personalized and reliable services to meet your needs. Contact us today to learn more about how we can help secure your financial future.
3600 Arctic Blvd #5, Anchorage, AK 99503, United States -
Nathan T Mckay, Financial Advisor - Sound Financial
● OpenNathan T McKay, Financial Advisor at Sound Financial, is a trusted institution located at 188 West Northern Lights Boulevard in Anchorage, Alaska. Specializing in providing sound financial advice and guidance, Nathan T McKay helps clients navigate the complex world of finance to achieve their financial goals. With a commitment to excellence and a focus on personalized service, Nathan T McKay is dedicated to helping clients secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Nathan T McKay is here to help you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503, United States -
Raymond James Financial Services
● OpenRaymond 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.
Denali Professional Center, 3401 Denali St #103, Anchorage, AK 99503, United States -
Edward Jones - Financial Advisor: Gavin W Rueb
● OpenEdward Jones - Financial Advisor: Gavin W Rueb is a trusted financial institution located at 11940 Business Boulevard in Anchorage, Alaska. As a dedicated finance professional, Gavin W Rueb offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Gavin W Rueb can provide expert guidance tailored to your individual needs. With a commitment to integrity and customer service, Edward Jones - Financial Advisor: Gavin W Rueb is the go-to destination for all your financial planning needs in Anchorage.
11940 Business Blvd #100, Eagle River, AK 99577, United States -
Liberty Financial Services Inc
● OpenLiberty Financial Services Inc is a reputable accounting and finance institution located at 7446 Lake Otis Parkway in Anchorage, Alaska, United States. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and investment management. Trust Liberty Financial Services Inc to help you navigate the complexities of the financial world with expert guidance and personalized solutions.
7446 Lake Otis Pkwy #3, Anchorage, AK 99507, United States -
Theus Law Offices
● OpenTheus Law Offices, located at 3300 Arctic Boulevard in Anchorage, Alaska, is a team of experienced Louisiana estate planning, business, and asset protection lawyers. Our client-centered approach focuses on open communication and collaboration to develop customized legal strategies that avoid costly problems, resolve disputes, and achieve client objectives. We represent individuals and businesses across various industries, understanding that each client's needs are unique. Our AV Preeminent Peer Review and Client Champion Rating from Martindale-Hubbell showcase our commitment to delivering exceptional results. From simple wills to complex tax-sensitive plans with integrated asset protection, we employ cutting-edge techniques to carry out your intentions and shield your legacies from unforeseeable liabilities. We provide comprehensive estate planning services to help safeguard assets and independence for your loved ones as they enter their later years.
3300 Arctic Blvd # 201, Anchorage, AK 99503, United States -
Leonard & Martens LLC
● OpenLeonard & 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.
Denali Professional Center, 3401 Denali St, Anchorage, AK 99503, United States -
First Command
● ClosedFirst Command is a reputable financial institution located at 3000 Vintage Boulevard in Juneau, Alaska, United States. Specializing in banking, finance, and insurance services, First Command is dedicated to providing expert financial advice to military personnel, veterans, and their families. They offer a range of services including financial planning, investment management, and insurance solutions tailored to the unique needs of military families. At First Command, clients can benefit from the expertise of Financial Advisors who are experienced in working with military personnel and understand the challenges and opportunities that come with a military lifestyle. Whether clients are just starting their military careers or preparing for retirement, First Command is committed to helping them achieve their financial goals and build a secure future.
3000 Vintage Blvd Ste 290, Juneau, AK 99801, United States -
Jason Dennis, Wealth Advisor - Eagle Strategies
● OpenJason Dennis, Wealth Advisor at Eagle Strategies, is a trusted financial institution located in Anchorage, Alaska. With a focus on helping clients achieve their financial goals, Jason Dennis offers personalized wealth management services to individuals and families. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Jason Dennis can provide expert guidance and support. Visit us at 188 West Northern Lights Boulevard to learn more about how we can help you secure your financial future.
188 W Northern Lights Blvd Suite 1300, Anchorage, AK 99503, United States -
Daniel Hewko & Tharp Cpa's
● OpenDaniel Hewko & Tharp CPA's is an independent accounting and finance firm located at 1500 West 33rd Avenue in Anchorage, Alaska, United States. With over thirty years of experience, our firm serves clients across Alaska, providing personalized attention and expertise. We offer a wide range of services including accounting, audit, tax planning, and advisory services to help clients grow and thrive. Our team of Certified Public Accountants and knowledgeable professionals prioritize ethical reporting, client satisfaction, and technological innovation. We are committed to providing reliable and accurate financial support to our clients. Additionally, as part of Altman, Rogers & Co., Alaska's largest locally owned CPA firm, we have access to a deep bench of knowledge and expertise. Whether you are in Anchorage, Juneau, or Soldotna, or anywhere in Alaska, we are here to meet your financial needs. Contact us today to learn more about how we can help your business succeed.
1500 W 33rd Ave #110, Anchorage, AK 99503, United States -
Altman Rogers & Co
● OpenAltman Rogers & Co is a trusted accounting and finance institution located at 3000 C Street in Anchorage, Alaska, United States. With over 30 years of experience serving clients across Alaska, our firm offers expert guidance on financial accounting and reporting. Our team of Certified Public Accountants, CPA candidates, and knowledgeable paraprofessionals provide personalized attention and a full range of services, including accounting, audit, employee benefit plans, tax services, and business consulting. We prioritize ethical reporting, client satisfaction, and independence, undergoing regular peer reviews to ensure the quality of our work. Our firm combines the resources and expertise of a larger firm with the personal attention of a small firm. We prioritize technology to save our clients time and money, offering paperless processes and secure online submission options. We are proud to announce Katie Stachow as the firm's eighth shareholder, reflecting our commitment to female leadership and continued growth. With a focus on serving Alaskan businesses and residents, we provide tax planning, consulting, and preparation services that go above and beyond. Our clients, including the City of Kotzebue, have praised our expertise and dedication, recommending our services to others. Contact us today for all your accounting and financial needs.
3000 C St #201, Anchorage, AK 99503, United States
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