TOP 30 Best Independent financial consultant in Edmonds, Washington

Edward 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.

Patricia Thorpe - RBC Wealth Management Financial Advisor is a trusted financial institution located at 303 5th Avenue South in Edmonds, Washington, United States. As a dedicated financial advisor, Patricia Thorpe offers personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, investing for the future, or managing your wealth, Patricia Thorpe is committed to helping you navigate the complexities of the financial world. Trust in the expertise and experience of Patricia Thorpe - RBC Wealth Management Financial Advisor for all your financial needs.

Paul Swesey is a trusted financial advisor at RBC Wealth Management located in Edmonds, Washington. With a focus on personalized financial planning, Paul helps clients navigate their financial goals and investments with confidence. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Paul Swesey is dedicated to providing expert guidance and support every step of the way. Visit the office at 303 5th Avenue South to start planning for a secure financial future today.

Sage Advisor Group - Ameriprise Financial Services, LLC is a reputable finance institution located at 110 James Street in Edmonds, Washington, United States. With a team of experienced financial advisors, they offer a wide range of financial services to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management, Sage Advisor Group has the expertise and resources to assist you every step of the way. Visit their office today to learn more about how they can help you with your financial needs.

Scott Davis, a financial advisor at Ameriprise Financial Services, LLC, located at 152 3rd Avenue South, Edmonds, Washington, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Scott Davis and his team provide expert financial guidance to individuals looking to secure their financial future. As a trusted wealth manager, Ameriprise Financial has been recognized for its excellence in the industry. By offering complimentary initial consultations, Scott Davis aims to provide an overview of financial planning concepts and help clients take the next step towards a more confident financial future. With a range of investment products and services available through Ameriprise Financial Services, LLC, clients can rest assured that their financial needs will be met with professionalism and expertise. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Scott Davis is here to help you navigate the complexities of the financial world. Contact Scott Davis today to schedule a meeting and discuss what's most important to you. Please note that securities business can only be conducted with residents of states in which the advisor is properly registered, so be sure to check FINRA's BrokerCheck website for more information. Invest in your future with Scott Davis and Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Deanne V Bilsborough, AAMS™ is a trusted financial institution located at 210 5th Avenue South in Edmonds, Washington, United States. Deanne V Bilsborough is a knowledgeable advisor who holds the Accredited Asset Management Specialist (AAMS™) designation, specializing in helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the long term, Deanne V Bilsborough and the team at Edward Jones are dedicated to helping you make informed decisions and build a strong financial foundation.

Clinton 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.

Holocron Financial Management - Ameriprise Financial Services, LLC is a trusted finance institution located at 100 2nd Avenue South, Edmonds, Washington, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, our team of financial advisors is dedicated to helping individuals navigate the complexities of financial planning. We believe in working collaboratively with our clients to create personalized strategies that encompass investments, estate considerations, insurance needs, and legacy planning. Our goal is to ensure that you have a clear understanding of how each aspect of your finances fits together to help you achieve your financial goals.

Sage Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 152 3rd Avenue South, Edmonds, Washington, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial consultation. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the website agree to abide by the Ameriprise Financial Website Rules and Regulations. The institution values referrals and aims to help friends and family members achieve their financial goals. The Privacy and Security Center ensures online security and protection against email fraud.

Ken Kilmer - RBC Wealth Management Financial Advisor is a reputable financial institution located at 303 5th Avenue South in Edmonds, Washington, United States. As a dedicated financial advisor, Ken Kilmer offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Ken Kilmer is committed to helping clients navigate the complexities of the financial market and make informed investment decisions. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Ken Kilmer - RBC Wealth Management Financial Advisor can provide the expertise and support you need to secure your financial future.

Bob Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 2nd Avenue South, Edmonds, Washington, United States. Bob Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Bob Smith is dedicated to providing top-tier financial services to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, Bob Smith has the expertise and qualifications to guide you through the complexities of financial planning. Contact Bob Smith at Ameriprise Financial Services, LLC for personalized and professional wealth management services.

Soundview Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 110 James Street, Edmonds, Washington, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer comprehensive financial planning services to help individuals achieve their financial goals. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to providing personalized solutions tailored to each client's unique needs. Whether you're planning for retirement, investing in the stock market, or looking to protect your assets, our advisors are here to help. We encourage you to explore our Retirement InteractiveSM tool to address common retirement concerns and gain insights into potential challenges that may impact your financial future.

Natasha Bulpin - RBC Wealth Management Financial Advisor is a trusted financial institution located at 303 5th Avenue South in Edmonds, Washington. As a dedicated financial advisor, Natasha Bulpin provides personalized wealth management services to help clients achieve their financial goals. With expertise in investment strategies, retirement planning, and wealth preservation, Natasha Bulpin is committed to helping clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Natasha Bulpin - RBC Wealth Management Financial Advisor is here to provide expert guidance and support.

Jacom Clarkson, a Financial Advisor at Ameriprise Financial Services, LLC, located at 110 James Street in Edmonds, Washington, offers a wide range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jacom Clarkson is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. Additionally, Jacom Clarkson is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a focus on meeting the unique needs of each client, Jacom Clarkson is dedicated to providing top-notch financial advice and guidance.

Heather Krause is a trusted financial advisor at RBC Wealth Management, located in Edmonds, Washington. With a focus on personalized financial planning, Heather helps clients navigate their financial goals and make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Heather Krause is dedicated to providing expert guidance and support every step of the way. Visit her office at 303 5th Avenue South to start building a secure financial future today.

Edward Jones - Financial Advisor: Eric S Dash, CFA® is a reputable financial institution located at 8129 Lake Ballinger Way in Edmonds, Washington, United States. Specializing in finance, this institution is led by Eric S Dash, a Certified Financial Analyst, who provides expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a wide range of financial services to individuals and businesses, ensuring that each client receives tailored guidance and support. Visit Edward Jones - Financial Advisor: Eric S Dash, CFA® today to secure your financial future.

Edward Jones - Financial Advisor: Mike Ferrera is a reputable finance institution located at 18401 76th Avenue West in Edmonds, Washington, United States. Mike Ferrera is a seasoned financial advisor who provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Mike Ferrera is dedicated to helping individuals and families make sound financial decisions. Whether you are planning for retirement, saving for college, or investing for the future, Mike Ferrera is committed to guiding you every step of the way. Visit Edward Jones - Financial Advisor: Mike Ferrera today to start planning for a brighter financial future.

Patrick Swesey is a dedicated financial advisor at RBC Wealth Management located in Edmonds, Washington. With years of experience in the finance industry, Patrick is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for your children's education, or looking to grow your wealth, Patrick Swesey can provide personalized financial advice and strategies to meet your needs. Visit him at 303 5th Avenue South to start planning for a brighter financial future today.

Chris Dime, CFP® - Dime & Associates is a finance and insurance agency located at 123 2nd Avenue South, Edmonds, Washington, United States. The institution is dedicated to helping clients develop and execute personalized financial plans to optimize their financial situation. The team at Dime & Associates believes in keeping things simple for their clients, as they understand that the best financial plans are the ones that actually get implemented. They work closely with clients to evaluate their financial situation thoroughly, prescribe strategies, and align their financial goals with their values. Services offered include retirement planning, investment portfolio management, tax planning, insurance policy reviews, and wealth transfer strategies. The institution is committed to helping clients organize their financial world and make actionable improvements towards their goals. Securities are offered through LPL Financial, while investment advice and financial planning are offered through Mariner Investment Advisor Network, LLC, DBA Dime & Associates. The team at Dime & Associates looks forward to assisting clients in achieving financial security and success.

Will Chen CPA, PLLC is a trusted accounting and finance institution located in Edmonds, Washington. Our team of highly qualified CPA’s and professional staff offer personalized accounting, tax, payroll, and consulting services to individuals and small businesses in Washington State and beyond. We are committed to providing expert and customized advising, training, and business intelligence to help our clients grow and succeed. With core values of Integrity, Independence, and Impact, we strive to be a trusted partner and advisor for all your financial needs. Contact us at 22322 76th Avenue West, Edmonds, WA 98026, email us at will.chen@willchencpa.com, or call us at 425-361-7392 to learn more about how we can help you achieve your financial goals.

Traner Smith & Co., PLLC is a trusted accounting and finance institution located at 201 5th Avenue South in Edmonds, Washington, United States. Our team is dedicated to taking the stress out of running your business by providing personalized, authentic relationships that go beyond just transactions. We specialize in optimizing taxes, managing cash flow, and providing strategic guidance to professional service providers. Our commitment to innovation and technology ensures that your business stays ahead of the curve. With our expertise, you can focus on the wellness of your business, body, and mind while effectively managing debt and surviving supply chain disruptions. Visit us to discover how the right technology and personalized approach can make a big impact on your small business.

Peggy L. Sanders, Attorney at Law PLLC, Sanders Elder Law is a legal institution located at 51 West Dayton Street in Edmonds, Washington, United States. Specializing in elder law, we are dedicated to working for your security, independence, and peace of mind. Serving the Edmonds Puget Sound area and the Greater Seattle area, including Snohomish and King Counties, our team is committed to providing personalized legal advice tailored to each client's unique circumstances. Please note that the information on this website is for general informational purposes only and should not be considered legal advice. To receive legal advice specific to your situation, it is important to consult with a licensed attorney in your area. The links provided on this website are for convenience and do not imply endorsements or referrals. Contact Peggy L. Sanders, Attorney at Law PLLC, Sanders Elder Law for all your elder law needs.

Swesey & Swesey Wealth Management Group is a leading finance institution located at 303 5th Avenue South in Edmonds, Washington, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the tools and guidance needed to navigate the complexities of the financial market. Contact us today to learn more about how Swesey & Swesey Wealth Management Group can help you reach your financial objectives.

Krause & Thorpe Wealth Management Team is a leading financial institution located at 303 5th Avenue South in Edmonds, Washington, United States. Our team of experienced professionals provides personalized wealth management services tailored to meet the unique financial goals and needs of each client. With a focus on building long-term relationships and delivering exceptional results, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Householder Group Estate & Retirement Specialists - Office of Katrina Van Rensum is a finance institution located at 300 Admiral Way, Edmonds, Washington, United States. We are committed to building lasting relationships with our clients and providing personalized financial planning services that are tailored to individual needs. Our team of professionals offers independent, objective advice and works with clients to create comprehensive retirement and estate plans. We pride ourselves on our integrity, transparency, and dedication to meeting our clients' financial goals. Contact us today to learn more about how we can help you secure your financial future.

Dynalogic Personal Services is a finance institution located at 9617 Firdale Avenue in Edmonds, Washington, United States. We specialize in providing personalized financial services to individuals looking to manage their wealth and plan for their financial future. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through customized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Dynalogic Personal Services is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.