TOP 30 Investment advice in Anchorage, Alaska

91 results found

Credit Union 1 - South Anchorage is a financial institution located at 8935 Old Seward Highway in Anchorage, Alaska. As an ATM and finance provider, we offer a variety of personal accounts tailored to meet your unique financial needs. Whether you need financing for a big purchase, unexpected expenses, or debt consolidation, we have you covered with great rates. Our institution also offers personal loans to help empower your budget and improve your credit rating. At CU1, managing your money is made easy with the right tools and support. Our mission is to lead change, uplift others, and value people, which we achieve through lending money, volunteering our time, and teaching healthy financial habits. We are proud to offer Greenlight as a unique youth banking and education perk to help promote financial wellness in Alaskan families.

MJT Consulting Services is a leading finance institution located in Anchorage, Alaska. With a focus on providing expert financial advice and consulting services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investments, or retirement planning, our experienced consultants are here to guide you every step of the way. Visit us at 5432 East Northern Lights Boulevard to learn more about how MJT Consulting Services can help you secure a prosperous financial future.

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.

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.

Luke Kim - COUNTRY Financial Agent is a trusted insurance agency located at 300 East Dimond Boulevard in Anchorage, Alaska. Specializing in health insurance, Luke Kim provides personalized service to help clients find the coverage that best suits their needs. With a commitment to excellence and customer satisfaction, Luke Kim is dedicated to helping individuals and families protect their health and financial well-being. Contact Luke Kim - COUNTRY Financial Agent today to learn more about their insurance services and how they can assist you in securing the coverage you need.

Heather Andrus - State Farm Insurance Agent is an insurance agency located at 836 East 15th Avenue in Anchorage, Alaska. With over 16 years of combined industry experience, we work hard to earn and keep your business by providing auto, home, and life insurance services. Our office offers free insurance reviews and quotes for auto, home, life, and health insurance. We also provide insurance for boats, ATVs, snow machines, motorcycles, and businesses. As a local agent born and raised in Anchorage, we understand the unique needs of our community. We prioritize safety and offer tips on topics such as bicycle commuting, leaving children at home alone, and DIY auto maintenance. We value your privacy and urge you not to share sensitive personal information on our website. If you have difficulty accessing our site, please call (907) 272-2812 for assistance.

First National Bank Alaska Eastchester Branch is a trusted institution located at 1821 Gambell Street in Anchorage, Alaska. As a full-service bank, we offer a range of financial services including ATM access, personalized banking solutions, and expert financial advice from our experienced and friendly staff. Our commitment to the community is evident through our century of experience and investment in Alaska's economy. Our customers have praised us for our dedication to providing tailored financial solutions to meet their unique needs. Please note that online and mobile banking services may be temporarily unavailable due to scheduled maintenance, but our team is always available to assist you during business hours. Contact us at 907-777-4362 or toll-free at 800-856-4362 for personalized assistance. Your security is our top priority, so please protect your data and be cautious of unauthorized use. Upgrade your browser to ensure a seamless online banking experience. Thank you for choosing First National Bank Alaska as your trusted financial partner.

Global Credit Union, located at 310 East Northern Lights Boulevard in Anchorage, Alaska, is a finance and insurance agency dedicated to helping you achieve your financial goals. Whether you need financing for a big project, guidance on investments, or insurance for your home, vehicle, or life, our team of experts is here to assist you every step of the way. With a minimum of $500, you can open an account and start benefiting from our range of services, including mobile banking, overdraft protection, and early access to your funds with direct deposit. As one of the largest and most versatile credit unions in the U.S., we are committed to providing exceptional service to our members across the country and the globe. Additionally, we are actively involved in giving back to the community through the Global Credit Union Foundation and various fundraising initiatives. Visit us today to explore our financial resources and start building a stronger financial future.

Global Credit Union, located at 125 West Dimond Boulevard in Anchorage, Alaska, is a versatile financial institution offering a wide range of services including financing, insurance, and investment advice. Our experienced mortgage specialists are here to assist you with your home loan needs, while our insurance agents will help you find the coverage you need for your home, vehicle, and life. With a $500 minimum deposit, you can start saving for your future financial goals with our competitive Annual Percentage Yield rates. As a member of Global Credit Union, you will have access to a full suite of financial tools through our mobile app, as well as the convenience of overdraft services and early access to your funds through direct deposit. Our Member Service Center is available 24/7/365 and staffed by U.S.-based employees, ensuring that you always have someone to talk to when you need assistance.

Nuvision Credit Union, located at 7405 DeBarr Road in Anchorage, Alaska, is a trusted financial institution offering a range of services including ATM access and finance options. With our enhanced Digital Banking experience, you can effortlessly manage your credit and debit cards with 24/7 access, real-time updates, and customized alerts. At Nuvision, we strive to provide a higher level of advantages, service, and care to our members. Whether you're looking for competitive rates or personalized assistance, we are here to work for you. Please note that APY and APR rates may apply. If you require assistance with our website, please call 1.800.444.6327. Remember that when visiting external websites, Nuvision Credit Union is not responsible for the content, security, or privacy policies. Connect with us on social media to stay updated on the latest news and offers.

Global Credit Union, located at 4846 Westover Avenue in Anchorage, Alaska, is a versatile financial institution that offers a wide range of services to help you achieve your financial goals. From financing for big projects to insurance for your home, vehicle, and life, Global Credit Union is dedicated to providing you with the tools and resources you need to stay ahead. With a minimum deposit of $500 and the ability to earn a competitive Annual Percentage Yield (APY), Global Credit Union offers smarter investments and long-term savings plans to help you secure your financial future. Our mortgage specialists are available to guide you through the home buying process, while our mobile app provides you with convenient financial tools to manage your money on the go.

The North Pacific Research Board, located at 1007 West 3rd Avenue in Anchorage, Alaska, is a marine research organization dedicated to addressing pressing fishery management issues and marine ecosystem needs. With over 600 peer-reviewed publications produced through NPRB-funded research, the institution is known for its impactful contributions to marine science. The Board, comprised of 20 members representing Federal, State, and other entities, receives advice from Science and Advisory Panels to make funding decisions and set science priorities. NPRB welcomes partnerships to co-fund research projects and engages with a diverse range of stakeholders in Alaska, from coastal communities to academia. The institution offers funding opportunities through competitive annual requests for proposals, supporting next-generation scientists and researchers in furthering studies in marine science. With a focus on understanding the impacts of climate change on marine ecosystems, NPRB conducts large-scale interdisciplinary research programs in collaboration with multiple agencies. By investing in research and education initiatives, NPRB aims to support sustainable management and use of marine resources in Alaska's diverse and abundant marine environments.

The Frontier Group - UBS Financial Services Inc. is a leading finance institution located at 3000 A Street in Anchorage, Alaska, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, The Frontier Group - UBS Financial Services Inc. is here to assist you every step of the way. Visit us today and experience the difference our personalized approach can make in securing your financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 2550 Denali Street in Anchorage, Alaska, United States. Our team of expert financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, our team is here to provide expert guidance and support every step of the way. Visit us today to see how we can help you secure your financial future.

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.

Merrill Lynch Financial Advisor Leo Lemelson is located at 3601 C Street in Anchorage, Alaska, United States. Leo is a Wealth Management Advisor who brings the capabilities of Merrill Lynch Wealth Management and the convenience of Bank of America to both institutions and high net worth private clients. With a background in the U.S. Air Force, Leo is dedicated to understanding the specific objectives and constraints of each client to design and implement structured financial and liability strategies. He holds the Certified Investment Management Analyst® (CIMA®) designation and is committed to building strong client relationships based on trust and personalized service. Leo believes in the importance of community involvement and volunteers with organizations in the Anchorage area. Through Merrill Personal Wealth Analysis™, Leo can help clients build personalized financial plans centered on their goals and priorities. By using the Investment Personality Assessment, Leo gains a deeper understanding of each client's investing preferences to customize financial approaches. With access to the global resources of Merrill and banking solutions from Bank of America, Leo works with clients to develop strategies to address their financial needs and goals. As a Merrill Lynch Wealth Management Advisor, Leo focuses on helping clients pursue their aspirations and manage investment risk to turn goals into reality. By regularly reviewing and adjusting financial approaches, Leo aims to help clients stay on track to achieve what matters most to them. With a personalized approach built around each client's life priorities, Leo is dedicated to helping clients achieve their financial goals.

Tammy Renae Head, CIMA, ChFC, CLU, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 3000 A Street in Anchorage, Alaska, United States. With a team of highly qualified professionals, including Tammy Renae Head who holds multiple prestigious certifications, UBS Financial Services Inc. offers top-notch financial services to help clients achieve their investment goals. Whether you are looking to plan for retirement, manage your wealth, or grow your portfolio, this institution provides personalized solutions to meet your specific needs. Trust UBS Financial Services Inc. to provide expert advice and guidance to help you navigate the complex world of finance.

The Hartmann Group - Morgan Stanley is a prominent finance institution located at 2550 Denali Street in Anchorage, Alaska, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Clients can expect personalized guidance and expert advice from experienced professionals who are dedicated to helping them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Hartmann Group - Morgan Stanley is committed to delivering exceptional service and results.

NWAM LLC/ North Frontier Advisory Group is a finance institution located at 205 East Benson Boulevard in Anchorage, Alaska. With a focus on providing expert financial advice and services, our team of professionals is dedicated to helping clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

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 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.

Mark Schmeling is a reputable finance and insurance agency located at 188 West Northern Lights Boulevard in Anchorage, Alaska. With a strong commitment to providing top-notch financial services and comprehensive insurance coverage, Mark Schmeling is dedicated to helping individuals and businesses secure their financial future. Their experienced team of professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mark Schmeling is here to help you navigate the complex world of finance with confidence and peace of mind. Contact them today to schedule a consultation and start building a solid financial foundation for tomorrow.

Midnight Sun Financial, LLC is a leading finance institution located at 2700 Gambell Street in Anchorage, Alaska. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Midnight Sun Financial, LLC to help you achieve your financial goals and secure your financial future.

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, 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.

Merrill Lynch Wealth Management, located at 3601 C Street in Anchorage, Alaska, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. They are committed to understanding each client's unique financial situation and collaborating on long-term financial strategies. The branch is dedicated to giving back to the community through volunteerism and charitable outreach. Employees are involved in fundraising activities to support local neighborhoods and non-profit organizations. As a client of Merrill Lynch, you have access to industry-skilled advisors, a disciplined wealth planning platform, and global financial resources to help you achieve your financial and life goals.

Change Wealth Advisors is a finance institution located at 2430 Copperwood Drive, Anchorage, Alaska, United States. We offer a personalized approach to evidence-based wealth management, focusing on serving our clients' best interests above all else. As an investment fiduciary, we are committed to making a positive impact in the lives of our clients and communities. Our founder, Adam Sikorski, has a deep passion for serving others and believes in taking a comprehensive approach to help clients achieve success. We also partner with organizations that fight human trafficking to make a difference in our communities. Our team includes Barry Steelman, AIF, who advocates for his clients' success, and Thomas Klein, who is driven by curiosity and a desire to help clients reach their financial goals. We even have a furry team member, Bauer, who brings enthusiasm and love to our office. Visit our website for more information and to schedule a consultation. Advisory services are offered through Private Client Wealth Advisors, LLC, a Colorado registered investment advisor. Please consult the appropriate professional for legal or tax advice.

Clem Financial is a leading finance institution located at 615 East 82nd Avenue in Anchorage, Alaska. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Clem Financial is here to help. With a focus on personalized service and tailored financial solutions, we strive to help our clients achieve their financial goals. Visit us today to learn more about how Clem Financial can help you secure your financial future.

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.

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.