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TOP 30 Long term investment planning in Alaska
55 results found
Search for local businesses, places and services near you
Global Credit Union
Global Credit Union is a finance and insurance agency located at 4000 Credit Union Drive in Anchorage, Alaska, United States. Our institution offers a wide range of financial services to help you achieve your goals, from financing for big projects to smart investments and long-term savings plans. Our mortgage specialists are here to guide you through the process, and our insurance experts will find you the coverage you need for your home, vehicle, and life. With a minimum of $500, you can start saving with us and earn competitive Annual Percentage Yields (APY). Our mobile app provides convenient tools to manage your money, and our 24/7 Member Service Center ensures that you always have access to assistance. As a member of Global Credit Union, you have access to over 55,000 surcharge-free ATMs nationwide. We are committed to building stronger communities through our foundation and support of fundraising initiatives and community events. Whether you need to build credit, refinance your mortgage, or protect your assets with car insurance, Global Credit Union is here to help you every step of the way.
Global Credit Union
Global Credit Union, located at 2000 West Dimond 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 or unexpected expenses, our team is here to provide you with the insights and assistance you need. Our mortgage specialists are available to guide you through the process, and we offer a range of insurance options to protect your home, vehicle, and life. With smarter investments and long-term savings plans, we can help you secure your financial future. As one of the largest and most versatile credit unions in the U.S., we are committed to the financial success of our members. Our services are available across the country and the globe, and our mobile app provides you with convenient tools to manage your finances. With access to over 55,000 surcharge-free ATMs and a 24/7 Member Service Center, we are here to support you every step of the way. From building credit to refinancing your mortgage, we have the resources and expertise to help you make informed financial decisions. Join us at Global Credit Union and let us help you reach your financial milestones.
Global Credit Union
Global Credit Union is a finance and insurance agency located at 1650 West Northern Lights Boulevard in Anchorage, Alaska. Our institution offers a wide range of financial services to help you achieve your goals, from financing for big projects to insurance coverage for your home, vehicle, and life. Our mortgage specialists are here to guide you through the process, and our investment options and long-term savings plans can help you plan for the future. As one of the largest credit unions in the U.S., Global Credit Union is dedicated to the financial success of our members. We offer a mobile app with financial tools to simplify money management, as well as overdraft services and early access to direct deposits. Our Member Service Center is available 24/7, and members have access to over 55,000 surcharge-free ATMs.
Global Credit Union
Global Credit Union, located at 2300 Abbott Road in Anchorage, Alaska, is a versatile finance and insurance agency dedicated to helping you achieve your financial goals. Whether you need financing for a big project, assistance with unexpected expenses, or guidance on smarter investments, our team is here to support you every step of the way. With a focus on the financial success of our members, we offer a range of services including mortgages, insurance, and long-term savings plans. Our mobile app provides convenient access to a suite of financial tools, and our 24/7 Member Service Center ensures you can always speak to a real person. As one of the largest credit unions in the U.S., we are committed to building stronger communities and giving back through the Global Credit Union Foundation. With access to over 55,000 surcharge-free ATMs and a dedication to personalized service, Global Credit Union is here to help you navigate your financial journey with confidence.
Global Credit Union
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.
Global Credit Union
Global Credit Union is a finance and insurance agency located at 12155 Old Glenn Highway in Anchorage, Alaska, United States. Our institution provides the financial insights you need to get ahead, offering financing for big projects, unexpected expenses, and more. Our mortgage specialists are here to guide you through the process, and we also offer home, vehicle, and life insurance options. With smarter investments and long-term savings plans, we help you achieve your financial goals for today and tomorrow. As one of the largest and most versatile credit unions in the U.S., we are committed to the financial success of our members. Our services are available nationwide and globally, and our mobile app provides convenient financial tools. Members can opt-in for overdraft services, access early direct deposit, and benefit from our 24/7 Member Service Center. We have a network of surcharge-free ATMs and are dedicated to building stronger communities through the Global Credit Union Foundation. Explore our wide selection of financial resources, including tips on building credit, car insurance coverage, and mortgage refinancing. With Global Credit Union, you can trust in our commitment to your financial well-being.
Global Credit Union
Global Credit Union is a finance and insurance agency located at 1501 East Parks Highway, Wasilla, Alaska, United States. At Global Credit Union, we provide the financial insights you need to get ahead, offering financing for big projects, unexpected expenses, and more. Our mortgage specialists are here to guide you every step of the way, while our insurance services ensure you have the coverage you need for your home, vehicle, and life. With smarter investments and long-term savings plans, we help you achieve your financial goals for today and tomorrow. As one of the largest credit unions in the U.S., we pride ourselves on being versatile and accessible across the country and the globe. Our mobile app offers a suite of financial tools to simplify money management, and our 24/7 Member Service Center is staffed by U.S.-based employees to assist you at any time.
Montalbo Financial Services
Montalbo 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.
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.
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.
Baird Private Wealth Management
Baird Private Wealth Management is a leading financial institution located at 3800 Centerpoint Drive in Anchorage, Alaska. Our team of experienced professionals offers personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we provide comprehensive solutions tailored to meet each individual's unique needs. With a commitment to excellence and a focus on building long-term relationships, Baird Private Wealth Management is dedicated to helping clients secure their 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 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.
Merrill Lynch Wealth Management
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.
New York Life
New York Life, located at 8251 Glacier Highway in Juneau, Alaska, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the added benefit of being able to invest your policy's cash value in the market. In addition to providing financial protection in the event of sickness, injury, or loss of income, New York Life offers professionally managed investments with potential market gains, bundled investments with low fees, and guidance on creating a personalized investment strategy. They also provide insurance solutions for employees, executives, business owners, and small businesses to thrive.
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.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 188 West Northern Lights Boulevard in Anchorage, Alaska. With a long-standing history of providing reliable insurance products and financial services, New York Life Insurance is dedicated to helping individuals and families protect their assets and secure their future. Their team of experienced agents are committed to offering personalized solutions tailored to meet the specific needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is here to help you navigate the complex world of financial security. Visit their office in Anchorage today to learn more about their comprehensive range of products and services.
Edward Jones - Financial Advisor: Nicholas Lewis
Edward Jones - Financial Advisor: Nicholas Lewis is a trusted financial institution located at 223 Harbor Drive in Sitka, Alaska, United States. As a dedicated finance professional, Nicholas Lewis provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Nicholas Lewis is committed to helping you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nicholas Lewis is your partner in financial success.
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.
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.
Edward Jones - Financial Advisor: Bret Borgeson, AAMS™
Edward Jones - Financial Advisor: Bret Borgeson, AAMS™ is a trusted financial institution located at 731 I Street in Anchorage, Alaska. Specializing in finance, Bret Borgeson offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Bret Borgeson, AAMS™ provides expert advice and guidance to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a child's education, or looking to grow your investments, Edward Jones - Financial Advisor: Bret Borgeson, AAMS™ is dedicated to helping you secure your financial future.
Edward Jones - Financial Advisor: Bryan Laube
Edward Jones - Financial Advisor: Bryan Laube is a trusted financial institution located at 1007 West 3rd Avenue in Anchorage, Alaska. As a dedicated financial advisor, Bryan Laube provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Bryan Laube is the go-to destination for all your financial needs in Anchorage, Alaska.
Cameron Parr - Financial Advisor, Ameriprise Financial Services, LLC
Cameron Parr - Financial Advisor, Ameriprise Financial Services, LLC is a reputable institution located at 3601 Minnesota Drive, Anchorage, Alaska, United States. Specializing in finance, Cameron Parr holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Cameron Parr is committed to providing high-quality financial advice to clients.
Nathan T Mckay, Financial Advisor - Sound Financial
Nathan 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.
Edward Jones - Financial Advisor: Nick Harman, CFP®
Edward Jones - Financial Advisor: Nick Harman, CFP® is a reputable financial institution located at 4341 B Street in Anchorage, Alaska, United States. As a Certified Financial Planner, Nick Harman provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones offers a wide range of financial services tailored to individual needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Nick Harman and his team are dedicated to helping you secure your financial future.
Jason Dennis, Wealth Advisor - Eagle Strategies
Jason 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.
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.
Edward Jones - Financial Advisor: T John Nelson
Edward Jones - Financial Advisor: T John Nelson is a reputable financial institution located at 4141 B Street in Anchorage, Alaska, United States. With a focus on providing personalized financial solutions, T John Nelson and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Edward Jones is committed to providing top-notch financial advice and guidance. Visit their office today to start building a secure financial future.
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