TOP 10 Certified financial planner services in Edmonds, Washington
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Edward Jones - Financial Advisor: Ron Kukes, CFP®
● OpenEdward Jones - Financial Advisor: Ron Kukes, CFP® is a reputable finance institution located at 1300 Olympic View Drive in Edmonds, Washington, United States. With a focus on providing personalized financial planning and investment services, Ron Kukes, a Certified Financial Planner®, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is dedicated to providing tailored solutions to meet your unique needs. Visit us today to start planning for a secure financial future with the help of a trusted advisor like Ron Kukes.
1300 Olympic View Dr, Edmonds, WA 98020, United States -
Clinton Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedClinton Campbell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 110 James Street, Edmonds, Washington, United States. Clinton 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®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications demonstrate Clinton's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Clinton is dedicated to providing comprehensive financial advice and services to help clients achieve their financial goals.
110 James St STE 100, Edmonds, WA 98020, United States -
KC Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKC Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 2nd Avenue South, Edmonds, Washington, United States. The institution offers a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution aims to provide clients with expert advice and guidance in all aspects of financial planning.
100 2nd Ave S Ste 140, Edmonds, WA 98020, United States -
Paige Mcdonald - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPaige McDonald - Financial Advisor at Ameriprise Financial Services, LLC, located at 110 James Street in Edmonds, Washington, offers a wide range of financial services to individuals. Paige McDonald 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®. These certifications demonstrate Paige's expertise and commitment to providing clients with comprehensive financial planning services tailored to their individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Paige McDonald can help guide you towards financial success.
110 James St STE 100, Edmonds, WA 98020, United States -
Matt Hamner - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatt Hamner - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 2nd Avenue South, Edmonds, Washington, United States, is a finance institution offering a wide range of financial services. The institution boasts various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications cover topics ranging from asset management, estate planning, retirement planning, investment strategies, and insurance products. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, divorce financial analysis, and exit planning. With a team of highly qualified professionals, including Chartered Financial Analysts® and CERTIFIED FINANCIAL PLANNER™ certificants, clients can expect expert advice and guidance in all aspects of financial planning and management. Whether you are looking for assistance with wealth transfers, retirement planning, or investment opportunities, Matt Hamner - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to helping individuals achieve their financial goals.
100 2nd Ave S Ste 140, Edmonds, WA 98020, United States
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