TOP 10 Financial planning for individuals in Alaska
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Emil Mackey - COUNTRY Financial Agent
Emil Mackey - COUNTRY Financial Agent is a trusted finance, health, and insurance agency located at 8745 Glacier Highway in Juneau, Alaska, United States. With a commitment to providing personalized and comprehensive financial solutions, Emil Mackey and his team offer a wide range of services to help individuals and families protect their assets and plan for the future. Whether you are looking for insurance coverage, retirement planning, or investment advice, Emil Mackey - COUNTRY Financial Agent is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in securing your financial future.
Kent Kallander - COUNTRY Financial Representative
Kent Kallander - COUNTRY Financial Representative is a trusted finance and insurance agency located at 1317 West Northern Lights Boulevard in Anchorage, Alaska. As a representative of COUNTRY Financial, Kent Kallander offers a wide range of financial services and insurance products to help individuals and families secure their financial future. With a commitment to personalized service and expert advice, Kent Kallander is dedicated to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, insurance coverage, or investment opportunities, Kent Kallander is here to provide you with the support and guidance you need. Visit Kent Kallander - COUNTRY Financial Representative today to learn more about how they can help you plan for a secure financial future.
Sean Tyree - COUNTRY Financial Agent
Sean Tyree - COUNTRY Financial Agent is a trusted insurance agency located at 7926 Old Seward Highway in Anchorage, Alaska. Specializing in health insurance, Sean Tyree and his team are dedicated to helping individuals and families find the right coverage to protect their health and well-being. With a focus on personalized service and attention to detail, they work closely with clients to tailor insurance plans that meet their specific needs. Whether you are looking for individual health insurance or group coverage for your business, Sean Tyree - COUNTRY Financial Agent is committed to providing reliable and comprehensive insurance solutions. Contact them today to learn more about their services and how they can help you secure the peace of mind you deserve.
Aaron Daniels - COUNTRY Financial Agency Manager
Aaron Daniels - COUNTRY Financial Agency Manager is a reputable finance and insurance agency located at 4300 B Street in Anchorage, Alaska, United States. As the agency manager, Aaron Daniels leads a team of dedicated professionals who are committed to helping individuals and businesses achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, Aaron Daniels - COUNTRY Financial Agency Manager is a trusted partner for insurance and financial planning needs. Whether you are looking for insurance coverage or investment advice, you can rely on this institution to provide expert guidance and support.
Diane Bagley - COUNTRY Financial Agent
Diane Bagley - COUNTRY Financial Agent is a reputable health and insurance agency located at 3035 C Street in Anchorage, Alaska. Specializing in providing personalized financial planning and insurance solutions, Diane Bagley and her team are dedicated to helping individuals and families protect their health and assets. With a strong focus on customer service and a commitment to finding the best coverage options for each client, Diane Bagley - COUNTRY Financial Agent is a trusted resource for all insurance needs. Contact them today to schedule a consultation and secure your financial future.
Michael Lujan III - COUNTRY Financial Agent
Michael Lujan III - COUNTRY Financial Agent is a finance and insurance agency located at 701 East Parks Highway in Wasilla, Alaska, United States. As a trusted agent, Michael Lujan III offers a range of financial and insurance services to help individuals and families protect their assets and plan for their future. Whether you are looking for auto, home, life, or retirement insurance, Michael Lujan III is dedicated to providing personalized and professional service to meet your needs. Contact them today to discuss your financial goals and secure your peace of mind.
Brionne Turner - COUNTRY Financial Agent
Brionne Turner is a dedicated COUNTRY Financial Agent located at 1981 East Palmer-Wasilla Highway in Wasilla, Alaska. Specializing in finance, health, and insurance services, Brionne is committed to helping individuals and families secure their financial future and protect their assets. With a wealth of knowledge and experience, Brionne provides personalized guidance and tailored solutions to meet each client's unique needs. Whether you are looking for retirement planning, health insurance, or property coverage, Brionne Turner is here to help you navigate the complex world of financial services. Contact Brionne today to schedule a consultation and start building a solid financial foundation for tomorrow.
Baobab Wealth Management - Financial Advisor
Baobab 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.
Heisten Financial, LLC
Heisten Financial, LLC is a finance institution located at 3003 Minnesota Drive in Anchorage, Alaska, United States. We specialize in providing tailored investment strategies and simplified financial planning for women entrepreneurs. Our dedicated financial advisors understand the unique needs and goals of each client, working to establish a comprehensive plan that aligns with their values and risk tolerance. At Heisten Financial LLC, no two clients are approached in the same way because no two clients have the same story. We are committed to helping our clients reach their financial goals while taking into consideration their individual circumstances. As a registered investment adviser with the SEC, we understand the risks involved in investing and offer guidance on Sustainable/Socially Responsible Investing (SRI) strategies.
The Planning Center
The Planning Center, located at 310 K Street in Anchorage, Alaska, is a fee-only financial planning institution that specializes in integrated tax planning and personalized guidance. With a team of Certified Financial Planner Practitioners and Certified Public Accountants, they offer a safe space for clients to discuss their financial goals and life transitions. As fiduciary planners, they prioritize their clients' interests and provide expert guidance for individuals at all stages of their financial journey. Whether you're just starting out in your career or nearing retirement, The Planning Center is dedicated to helping you navigate your unique financial path with confidence and peace of mind. With additional locations in Moline, Chicago, New Orleans, and the Twin Cities, they offer their expertise to clients across the United States. Contact them for a free 15-minute consultation to see if their services are the right fit for your needs.
Woodbury Financial Services
Woodbury Financial Services is a reputable finance and insurance agency located at 1600 A Street in Anchorage, Alaska, United States. With a commitment to providing top-notch financial services and insurance solutions, Woodbury Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Woodbury Financial Services has a team of experienced professionals ready to assist you every step of the way. Trust Woodbury Financial Services to provide you with the personalized and comprehensive financial services you need to secure your financial future.
Pillar Financial Group
Pillar 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.
Merrill Lynch Financial Advisor Will Marshall
Located at 3601 C Street in Anchorage, Alaska, Merrill Lynch Financial Advisor Will Marshall is a trusted institution in the finance industry. With over a decade of experience, Will focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation, demonstrating his expertise in wealth management. Will takes a comprehensive approach to financial planning, addressing topics such as retirement, education financing, and tax minimization. He also offers services such as Social Security maximization and legacy planning. At Merrill Lynch Wealth Management, Will and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities, and developing a tailored financial approach to help them achieve those goals. From retirement planning to wealth preservation, Will and his team provide the guidance and support needed to navigate the complexities of the financial markets and life changes.
Merrill Lynch Financial Advisor Amrita McSharry
Merrill Lynch Financial Advisor Amrita McSharry, located at 3601 C Street in Anchorage, Alaska, is dedicated to providing personalized financial strategies and advice for individuals, families, and businesses. With over a decade of experience in the financial services industry, Amrita focuses on understanding her clients' short and long-term financial goals to develop tailored plans. She holds the Chartered Retirement Plans Specialist℠ designation and is a Certified Plan Fiduciary Advisor professional. As a lifelong Alaskan, Amrita values community involvement and is a member of Rotary, believing strongly in giving back. She graduated from the University of Denver with a bachelor’s degree in business administration, majoring in finance and marketing. Amrita's approach is centered on building and documenting personalized plans with a focus on her clients' goals and aspirations.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans, located at 1401 Helen Drive in Anchorage, Alaska, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. Their team of financial advisors works to understand each client's unique situation and goals in order to provide tailored strategies and solutions. Through their Money Canvas™ virtual coaching service, clients can build healthier money habits at their own pace. Thrivent offers charitable planning options and generosity programs, allowing clients to give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given, achieve clarity, and live a more meaningful and generous life. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Visit Thrivent.com for more information and to schedule a free intro appointment with a financial advisor.
JB Tax & Financial Services
JB Tax & Financial Services is a reputable accounting and finance institution located at 2640 East 112th Avenue in Anchorage, Alaska. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their tax and financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, JB Tax & Financial Services is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
K&J Planning Group
K&J Planning Group is a finance institution located at 851 Westpoint Drive in Wasilla, Alaska. Our main focus is on helping our clients achieve their financial goals. We offer guidance on managing finances, including options for 401k accounts, Roth strategies, and potential tax liabilities. Our experienced professionals, Morten and Robbie, have over two decades of combined experience in financial management. We aim to make managing your money easier and more efficient, providing insights from centuries of financial history. Visit us at our Wasilla or Anchorage locations to learn more about how we can help you secure your financial future. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting professionals for individualized guidance. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Waddell & Reed, Inc. - Financial Advisors
Waddell & Reed, Inc. - Financial Advisors is a reputable financial institution located at 11517 Old Glenn Highway in Anchorage, Alaska, United States. As experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their team of experts is dedicated to providing personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on building long-term relationships, Waddell & Reed, Inc. is a trusted partner in helping you secure your financial future.
Allstate Personal Financial Representative: Thomas Betti
Allstate Personal Financial Representative: Thomas Betti is a finance and insurance agency located at 3701 East Tudor Road in Anchorage, Alaska, United States. Thomas Betti and his team specialize in providing personalized financial planning and insurance solutions to help individuals and families achieve their financial goals and protect their assets. With a focus on customer service and a commitment to helping clients navigate the complexities of the financial world, Allstate Personal Financial Representative: Thomas Betti is a trusted partner for all your financial and insurance needs.
Karin Woofter- Anchorage Financial Professional
Karin Woofter- Anchorage Financial Professional is a reputable insurance agency located at 7230 Peck Avenue in Anchorage, Alaska, United States. With a team of experienced professionals, we provide a wide range of insurance services to meet the needs of our clients. Our focus is on helping individuals and businesses protect their assets and plan for the future. Contact us today to learn more about our services and how we can help you achieve your financial goals.
LTC Financial Partners
LTC Financial Partners is a reputable finance, health, and insurance agency located at 3411 Princeton Way in Anchorage, Alaska, United States. With a dedicated team of experts, LTC Financial Partners offers a range of services to help individuals and families plan for their long-term care needs. Whether you are seeking financial guidance, health insurance options, or assistance with long-term care planning, LTC Financial Partners is here to provide personalized solutions tailored to your specific needs. Trustworthy and reliable, LTC Financial Partners is committed to helping you secure your future and protect your loved ones.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 11601 Outcrop Lane in Anchorage, Alaska, United States. Our team of experts is dedicated to helping individuals and families plan for their long-term care needs, providing a range of financial products and services to ensure peace of mind and security for the future. With a focus on personalized solutions and exceptional customer service, LTC Financial Partners is committed to helping our clients navigate the complexities of long-term care planning. Contact us today to learn more about how we can assist you in preparing for the future.
Melissa Izatt - COUNTRY Financial Representative
Melissa Izatt - COUNTRY Financial Representative is a trusted finance, health, and insurance agency located at 12330 Old Glenn Highway in Anchorage, Alaska, United States. With a strong commitment to helping individuals and families secure their financial future, Melissa Izatt offers a wide range of insurance products and services tailored to meet the unique needs of each client. Whether you are looking for health insurance, life insurance, retirement planning, or investment advice, Melissa Izatt is dedicated to providing personalized solutions to help you achieve your financial goals. Contact Melissa Izatt - COUNTRY Financial Representative today to learn more about how they can help you protect and grow your wealth.
Edward Jones - Financial Advisor: Nathan K Rivas
Edward Jones - Financial Advisor: Nathan K Rivas is a trusted financial institution located at 8800 Glacier Highway in Juneau, Alaska. As a dedicated financial advisor, Nathan K Rivas provides personalized investment strategies and financial planning services to help clients reach their long-term financial goals. With a focus on building strong relationships and offering tailored solutions, Edward Jones is committed to helping individuals and families achieve financial success. Contact Nathan K Rivas today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Steve SueWing
Edward Jones - Financial Advisor: Steve SueWing is a reputable financial institution located at 8800 Glacier Highway in Juneau, Alaska, United States. As a trusted financial advisor, Steve SueWing provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial guidance and support to individuals and families in the Juneau area. Whether you are planning for retirement, saving for college, or investing for the future, Steve SueWing and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Scott Doddridge, CEPA®
Edward Jones - Financial Advisor: Scott Doddridge, CEPA® is a reputable financial institution located at 3200 Hospital Drive in Juneau, Alaska. Specializing in providing personalized financial planning and investment services, Scott Doddridge, a Certified Exit Planning Advisor, helps clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Juneau area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Scott Doddridge, CEPA® is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
First Pacific Financial
First Pacific Financial is a finance institution located at 119 Seward Street in Juneau, Alaska, United States. We specialize in providing financial solutions to help individuals and businesses make a positive impact in their families, communities, businesses, and the environment. Our comprehensive approach to financial planning helps clients achieve day-to-day success while making a long-term impact. We strive to simplify and integrate our clients' finances so they can focus on what matters most to them. Our total wealth management approach aligns our clients' finances with their values, guiding them towards their goals. Our financial advisors work closely with clients to support their vision for creating positive change in the world. Whether it's integrating all aspects of their financial life, making smart financial decisions, or pursuing their passions with confidence, we are here to help. Let First Pacific Financial assist you in making the world a better place for all of us. Please note that the information on this site is for informational purposes only and may not be available in all states.
Merrill Lynch Financial Advisor Ryian Keir Jurasz
Merrill Lynch Financial Advisor Ryian Keir Jurasz is a prestigious financial institution located at 801 West 10th Street in Juneau, Alaska, United States. The institution prides itself on its team of advisors who have been recognized by financial industry publications and Bank of America Corporation for their exemplary client service. The team, known as the Jurasz Hall Veliz Group, consists of six talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With over $590 million in assets under management as of September 2023, the team focuses on risk assessment relative to clients' long-term financial goals. Their transparent reliability and compassionate approach to wealth management have earned them recognition as one of the top wealth managers in Alaska by Barron's and Forbes. In 2022, Peter was named to both the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 520 East 34th Avenue in Anchorage, Alaska. As part of the renowned Raymond James network, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced financial advisors, Raymond James Financial Services is committed to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Raymond James Financial Services is dedicated to helping you achieve financial success.
Lincoln Financial Advisors
Lincoln Financial Advisors is a leading financial institution located at 2700 Gambell Street in Anchorage, Alaska. As a trusted name in the finance industry, Lincoln Financial Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Lincoln Financial Advisors provides personalized financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Lincoln Financial Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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