Retirement strategies in Juneau, AK
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49th Estate Planning
● Closed49th Estate Planning is a law institution located at 8800 Glacier Highway in Juneau, Alaska, United States. Led by Liz Smith, the CEO & Founding Attorney, the institution specializes in meeting estate planning needs for individuals and families throughout the state. With a focus on securing what you love, 49th Estate Planning offers education and guidance to prepare for known and unknown futures. The team at 49th Estate Planning prides itself on serving with integrity and responsiveness, ensuring clients feel protected, nurtured, and in control. They strive to create a kind, knowledgeable, and open environment for their staff, community, and the planet. While based in Juneau, Alaska, they work with clients mainly in Southeast Alaska but can also provide virtual services to anyone in the state.
8800 Glacier Hwy, Juneau, AK 99801, United States -
Willoughby Wealth Partners
● OpenWilloughby Wealth Partners is a finance institution located at 2231 Jordan Avenue in Juneau, Alaska. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies and wealth management services. We pride ourselves on providing excellent customer service and building long-lasting relationships with our clients. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Willoughby Wealth Partners is here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a brighter financial future.
2231 Jordan Ave, Juneau, AK 99801, United States -
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 -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 801 West 10th Street in Juneau, Alaska, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. With a team of experienced advisors who offer personalized financial strategies, Merrill Lynch Wealth Management goes beyond traditional wealth planning advice to provide retirement income planning, guidance on concentrated stock positions, and access to estate planning services. The branch is committed to client service and satisfaction, working closely with clients to identify their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to economic, social, and cultural initiatives.
801 W 10th St, Juneau, AK 99801, 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 -
Merrill Lynch Financial Advisor Ryian Keir Jurasz
● ClosedMerrill 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.
801 W 10th St Suite 300, Juneau, AK 99801, United States
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