TOP 30 Insurance and financial advice in Seattle, Washington

21 results found

Chelsea Hwangbo - State Farm Insurance Agent is a dedicated insurance agency located at 22618 Highway 99, Edmonds, Washington. Originally from South Korea, Chelsea spent her childhood in Vancouver, BC, before moving to Seattle to pursue her Bachelor's degree at the University of Washington. Since 2011, she has made Seattle her home and found fulfillment in helping others protect their hard-earned assets. Chelsea's team is committed to listening to customers and providing education on coverage options. They are passionate about creating a protected community as Good Neighbors through excellent service. Their core values are integrity, care, and transparency.

Tyson Hawkins - State Farm Insurance Agent is an insurance agency located at 12705 Renton Avenue South in Seattle, Washington, United States. Led by Tyson Hawkins, a dedicated State Farm agent with over 15 years of experience in the insurance industry, the agency is committed to helping individuals and families manage risks, recover from unexpected events, and achieve their dreams. Tyson Hawkins draws inspiration from his mother, a Japanese immigrant who played a key role in supporting the Japanese community in Central Illinois. Raised by hardworking educators, Tyson values hard work, education, and grit, which he brings to his role as a business owner and community supporter.

Jeff Kalvelage - State Farm Insurance Agent is an insurance agency located at 315 North 36th Street, Seattle, Washington, United States. Situated in the Fremont District, West of Lenin, on the corner of Phinney Ave & N 36th St, the agency offers personalized services to help individuals and families make informed decisions to protect their health and wealth for generations to come. The mission of Jeff K State Farm Agency is to provide financial literacy to under-served communities and empower families to secure their future. The agency specializes in assisting with new home purchases, ensuring a smooth closing process and a great experience for clients. They also offer support for individuals moving to the Seattle Area, making the transition as comfortable as possible with competitive pricing. Additionally, they provide professional home inspection services to identify any potential issues before finalizing a home purchase.

Becky Schuler - State Farm Insurance Agent is a trusted insurance agency located at 1132 164th Street Southwest in Lynnwood, Washington. Since 1989, we have been providing personalized car, home, renters, and life insurance, as well as financial services to the local community. With over 75 years of combined experience, our team is dedicated to offering convenient customer service 24/7. Becky Schuler, a graduate of the University of Puget Sound, is committed to serving the Lynnwood, Mill Creek, Bothell, and surrounding North Seattle and South Snohomish communities. We now also offer pet insurance in the area. At Becky Schuler - State Farm Insurance Agent, our vision is to be the most respected and professional provider of insurance and financial services in the nearby communities. We prioritize listening to our customers' needs and keeping their interests as our primary goal. Whether you need a free insurance quote or assistance with a claim, our knowledgeable and friendly team is here to help around the clock.

Doug Jones - State Farm Insurance Agent is a finance and insurance agency located at 124 4th Avenue South in Kent, Washington, United States. Doug, a father of four, husband, and small business owner, is dedicated to making insurance understandable and accessible in a language of your choice. The agency offers tips to help you avoid the dangers of drunk driving, stay safe online, and protect your personal information. Doug and his licensed team provide services in English, Spanish, Hindi, and Punjabi to customers in the Greater Seattle and Tacoma areas. Whether in office, at home, or virtually, they strive to meet your preferences and provide warm, friendly, and professional service.

AIA Insurance is a trusted insurance agency located at 1400 South Jackson Street in Seattle, Washington, United States. With a commitment to providing personalized insurance solutions, AIA Insurance offers a range of policies to meet the diverse needs of its clients. Whether you are looking for auto, home, life, or business insurance, AIA Insurance has the expertise and resources to help you find the coverage that best fits your needs. Contact AIA Insurance today to discuss your insurance options and secure peace of mind for the future.

Premera Blue Cross and Regence Blue Shield Authorized Agent is a health insurance agency located at 300 Northeast 97th Street in Seattle, Washington, United States. They offer customized individual/family, group, and Medicare plans nationally, with free advice and quotes from Certified Financial Planner and Certified Public Accountant to ensure the best rates and benefits for your dollar. Please note that this website is operated by USA Health Plans, Inc and is not the Health Insurance Marketplace website. They comply with all applicable federal laws to protect the privacy and security of personally identifiable information. For all available data on Qualified Health Plan options in your state, visit the Health Insurance Marketplace website at HealthCare.gov.

Bond Financial, PLLC is a reputable finance and insurance agency located at 155 Northeast 100th Street in Seattle, Washington, United States. With a team of experienced professionals, Bond Financial, PLLC offers a wide range of financial services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Bond Financial, PLLC is dedicated to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, Bond Financial, PLLC is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Greenfield Financial Advising, located at 701 5th Avenue in Seattle, Washington, is a finance institution that is a member of D.A. Davidson & Co., member SIPC. Their motto is "Envisioning Your Financial Future: Stronger. Smarter. Better." They offer securities, investment services, annuity, and insurance products through D.A. Davidson & Co. While clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional, the institution does not provide tax, accounting, or legal advice. Clients are advised to verify all information with their own tax advisor, accountant, or attorney. The Financial Professionals at Greenfield Financial Advising are registered and licensed to transact business only in certain states and jurisdictions. Not all securities, products, and services mentioned may be available in every state. The information on their website is not investment advice and does not constitute an offer. It is important to note that neither the information nor any opinion on their site constitutes a solicitation or offer to buy or sell securities or provide investment advice. Some content on their site is provided by a third party and may not necessarily reflect the expertise of their Financial Professionals. For more information, visit their website and check the background of their investment professionals.

Markow Financial Group Inc, located at 2015 West Dravus Street in Seattle, Washington, is a finance institution specializing in goal-based wealth and tax management. As an independent firm, they focus on providing personalized solutions tailored to each client's individual goals and needs. With a commitment to unbiased and objective advice, Markow Financial Group works closely with clients to develop financial plans that align with their ambitions. Their investment planning approach is disciplined and long-term, ensuring strategies are tailored to each client's unique needs. Additionally, they offer comprehensive insurance services to help clients secure their future and navigate the complexities of the tax system. Registered with Cambridge Investment Research, Inc., Markow Financial Group Inc is dedicated to providing transparent and customized financial solutions to residents of several states.

Heather Proctor - State Farm Insurance Agent is a reputable insurance agency located at 2600 Southwest Barton Street, Seattle, Washington, United States. Situated in the Westwood Village Town Center on the 2nd floor above America's Best Eyeglasses, the agency offers a range of insurance products including life insurance, annuities, and pet insurance. With a focus on promoting safety and responsible financial habits, the agency provides valuable tips on topics such as drunk driving prevention and teaching children about saving money. Customers can also benefit from mobile health monitoring devices and telemedicine services for added convenience. For inquiries or assistance, individuals can contact the agency at (206) 935-3922. Please note that sensitive personal information should not be shared online for security purposes. State Farm VP Management Corp. is a separate entity from the banking and insurance products offered by State Farm, and customers are encouraged to seek advice from tax or legal professionals for personalized guidance.

John F Kelly Jr is a financial advisor at Ameriprise Financial Services, LLC located at 101 Elliott Avenue West in Seattle, Washington, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, John F Kelly Jr is equipped to provide expert financial advice and services to individuals and businesses. Specializing in asset management, investment strategies, estate planning, retirement planning, insurance products, and more, John F Kelly Jr is dedicated to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Beth A Percival, CFP® is a reputable financial institution located at 4740 44th Avenue Southwest in Seattle, Washington. Beth A Percival, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Beth provides expert guidance on investments, retirement planning, insurance, and estate planning. Whether you are just starting to build your financial portfolio or seeking to enhance your existing investments, Beth A Percival and the team at Edward Jones are dedicated to helping you secure a stable financial future.

Allen Murray is a financial advisor at Ameriprise Financial Services, LLC, located at 520 Pike Street in Seattle, Washington, United States. Allen 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, Allen provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, insurance products, or retirement planning, Allen Murray is dedicated to helping you achieve your financial goals.

Scott Lorenzen - Financial Advisor at Ameriprise Financial Services, LLC, located at 520 Pike Street in Seattle, Washington, offers personalized financial advice, investments, and solutions to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Scott Lorenzen can assist with saving for major purchases or meeting current financial needs. Background and qualification information for Scott Lorenzen can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure.

Albert Israel is a Financial Advisor at Ameriprise Financial Services, LLC located at 520 Pike Street in Seattle, Washington, United States. Albert holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Albert is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, insurance products, tax planning, or retirement income strategies, Albert Israel is here to help. Contact him today for a comprehensive financial plan tailored to your unique needs.

Dave Levine - Financial Advisor at Ameriprise Financial Services, LLC is a trusted and experienced financial institution located at 1200 Westlake Avenue North in Seattle, Washington. As a leading provider of financial services, Dave Levine offers personalized and comprehensive financial planning to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Dave Levine - Financial Advisor is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Merrill Edge is a finance institution located at 8550 15th Avenue Northwest, Seattle, Washington, United States. At Merrill, we have the people, tools, and personalized advice to help you achieve your financial goals. Our advisors can help you plan for what matters most to you, and can meet with you in a way that works best for you. Whether you are looking for investment advice, financial planning, or banking services, Merrill Edge has a wide range of services to meet your needs. Please note that investing in securities involves risks, and there is always the potential of losing money. For more information on our services and privacy practices, please review our Online Privacy Notice and FAQs. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Beacon Pointe Advisors is a finance institution located in Seattle, Washington, United States. We offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, we work with institutions, defined contribution plans, individuals, and families. Our team of experienced investment advisors and financial planners in Seattle provides full-service financial planning and research-driven investments. We take a holistic approach to address all aspects of your financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. Our fiduciary responsibility to clients ensures that we act in your best interests. Whether virtually or at our Seattle office, we look forward to assisting you with your investment portfolio and financial planning needs. Meet our team of experts, including Bo, Grant, James, Kimberly, and Petra, who are committed to providing personalized financial advice and outstanding client experiences. Learn more about our services, research impact investing, and explore career opportunities with Beacon Pointe Advisors. Visit our website for more information.

Seacoast Marine Finance is a premier financial institution located at 1100 Dexter Avenue North in Seattle, Washington, United States. Specializing in marine finance, this store offers a wide range of financial services tailored to meet the needs of boat owners and enthusiasts. Whether you are looking to purchase a new boat, refinance an existing loan, or explore insurance options, Seacoast Marine Finance has a team of experts ready to assist you every step of the way. With a strong reputation for professionalism and customer service, Seacoast Marine Finance is the go-to destination for all your marine financing needs.

Brian Torgerson - Raymond James is a reputable finance and insurance agency located at 2928 Eastlake Avenue East in Seattle, Washington, United States. With a focus on providing personalized financial planning and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Brian Torgerson - Raymond James is committed to providing top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.