Investment product advice in Olympia, Washington

Olympia Federal Savings - Hawks Prairie is a trusted bank and finance institution located at 8300 Quinault Drive Northeast in Lacey, Washington, United States. Embrace new beginnings with their Journey Checking account, offering a competitive 5.20% APY on daily balances up to $10,000. They also support local youth through a career mentoring program with Big Brothers Big Sisters of Southwest Washington. Olympia Federal Savings - Hawks Prairie offers personalized financial advice and services, including optimizing CD investments with a laddering strategy. They have designed a Certificate of Deposit specifically for nonprofits, providing community organizations with interest, impact, and insight.

CAPSTONE Investment Group, LLC is a finance institution located at 2405 Evergreen Park Drive Southwest in Olympia, Washington, United States. With a reputation for excellence in the financial industry, CAPSTONE offers a wide range of investment services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to help clients navigate the complex world of investing. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CAPSTONE Investment Group, LLC is dedicated to helping you succeed.

Olympia Federal Savings in Lacey, Washington is not just a bank, but a trusted financial partner that values community involvement and personalized service. With a focus on supporting local youth through career mentoring programs and offering innovative financial products like Journey Checking with competitive rates, Olympia Federal goes above and beyond for its customers. Whether you're a business owner or an individual looking to secure your financial future, Olympia Federal has the expertise and resources to meet your needs. With a commitment to transparency, honesty, and caring customer service, Olympia Federal is dedicated to helping you achieve your financial goals. Join the many satisfied customers who have praised Olympia Federal for their excellent service and community support. Visit Olympia Federal Savings in Lacey today to experience the difference for yourself.

Olympia Federal Savings – Downtown, located at 421 Capitol Way South in Olympia, Washington, is a trusted institution offering a range of financial services including ATM, banking, and finance. Embrace new beginnings with Journey Checking and earn an exceptional 5.20% APY on daily balances up to $10,000. Additionally, Olympia Federal is committed to supporting local youth through a career mentoring program in partnership with Big Brothers Big Sisters of Southwest Washington. With personalized CD investment strategies and a focus on community impact, Olympia Federal is dedicated to helping individuals and organizations achieve their financial goals. As a customer-focused institution, Olympia Federal prioritizes relationships over profits, providing excellent service and honest, caring support. Whether you're a business owner or an individual looking to secure your financial future, Olympia Federal has the products and expertise to meet your needs. Join the community of satisfied customers who appreciate the convenient services and community support provided by Olympia Federal Savings – Downtown.

A Street Investments is a finance institution located at 219 Legion Way Southwest in Olympia, Washington, United States. Founded on a set of beliefs and values developed through a career in the institutional investment industry, A Street Investments aims to provide high-quality investment advice to individual investors. As a registered investment adviser with the state of Washington, A Street Investments offers advisory services to clients where properly licensed. The institution believes in translating the intellectual rigor of the world's largest investors to help improve the financial security of individuals and their families. Please note that the information on the website is for general information purposes only and should not be considered as an offer to buy or sell any financial product. Investments involve risk and past performance is not necessarily indicative of future results. A client service agreement is required for advisory services to be rendered by A Street Investments in Washington state.

WSECU, located at 4245 Martin Way East in Olympia, Washington, is a trusted financial institution offering a range of banking services to its members. As a member-owned credit union, WSECU prioritizes the financial well-being of its customers and strives to provide personalized and reliable service. Whether you're looking for a savings account, loan, or investment options, WSECU has the expertise and resources to help you achieve your financial goals. Visit us today to experience the difference of banking with a community-focused institution like WSECU.

Aric Ray Coolbaugh is a finance institution located at 4539 31st Avenue Northeast in Olympia, Washington, United States. With a strong focus on providing personalized financial services, Aric Ray Coolbaugh offers a wide range of financial products and solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Aric Ray Coolbaugh is dedicated to helping you achieve your financial goals. Visit their office in Olympia today to learn more about how they can help you secure your financial future.

evergreenDIRECT Credit Union is a trusted financial institution located at 1018 Union Avenue Southeast in Olympia, Washington, United States. As a member-owned credit union, we offer a wide range of financial services to help our members achieve their financial goals. Our dedicated team is committed to providing personalized and reliable service to our members, ensuring that they receive the support and guidance they need to make sound financial decisions. Whether you're looking to save, borrow, or invest, evergreenDIRECT Credit Union is here to help you every step of the way.

Umpqua Bank is a financial institution located at 303 Union Avenue Southeast in Olympia, Washington, United States. At the Olympia Downtown Branch, we prioritize people and communities, striving to build economic vitality together. Whether you're looking for personal, business, or private banking services, we are here to help. Our business banking services include checking, savings, loans, credit cards, lines of credit, SBA loans, real estate loans, equipment financing, and more. We aim to be a financial partner for our business customers, offering expert analysis and additional services like cash management. For homebuyers, we offer a variety of loan products, including special offerings for veterans, first-time homebuyers, physicians, and jumbo loans. With over 50 years of experience in home loans, Umpqua Bank is here to assist with purchases, refinancing, and remodeling. Additionally, we offer online and mobile banking options for your convenience. Visit us today to learn more about how we can help you achieve your financial goals. Umpqua Bank is a Member FDIC and Equal Housing Lender, as well as an SBA Preferred Lender. NMLS #401867.

The U.S. Bank Branch located at 402 Capitol Way South in Olympia, Washington is a trusted financial institution offering a wide range of banking and finance services. Whether you need assistance with personal banking, business banking, loans, or investments, our knowledgeable staff is here to help. With a commitment to excellent customer service and a strong presence in the community, U.S. Bank Branch is a reliable choice for all your financial needs. Visit us today to see how we can assist you in reaching your financial goals.

Merrill Lynch Wealth Management, located at 111 Market Street Northeast, Olympia, Washington, United States, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The branch's experienced financial advisors are dedicated to helping clients achieve their personal and professional goals through tailored wealth planning strategies. They have access to industry analysts and specialists to provide comprehensive financial solutions that align with each client's current situation and long-term objectives. In addition to providing financial services, the branch is actively involved in volunteerism and charitable outreach to support the communities in which they operate. Employees participate in fundraising activities to benefit local neighborhoods and causes, helping to maintain vibrant and healthy communities.

Peter Watson - Prudential Financial is a well-established finance and insurance agency located at 1802 Black Lake Boulevard Southwest in Olympia, Washington. With a strong reputation for providing top-notch financial services and insurance products, this institution is dedicated to helping clients achieve their financial goals and protect their assets. The team at Peter Watson - Prudential Financial is committed to providing personalized and professional service to each client, ensuring they receive the best possible financial solutions tailored to their individual needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, Peter Watson - Prudential Financial is here to help you secure your financial future.

Ameriprise Financial is a finance institution located at 3929 Martin Way East in Olympia, Washington, United States. They offer personalized financial advice to help clients reach their financial goals. Named the overall winner in the wealth manager category in 2023 by the Kiplinger Readers' Choice Awards, Ameriprise stands out for their comprehensive approach that helps clients feel more confident about their financial future. Clients can receive an initial complimentary consultation to see how Ameriprise differs from other financial firms. With a focus on personalized advice tailored to each client's goals, Ameriprise provides multiple safeguards to protect personal information. Background and qualification information is easily accessible on FINRA's BrokerCheck website. If you know someone who could benefit from financial advice, feel free to refer them to Ameriprise.

Joanne Wofford - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 400 Union Avenue Southeast in Olympia, Washington, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations tailored to each client's goals and risk tolerance, Joanne works closely with clients to track progress, make adjustments as needed, and ensure they are on track to meet their financial objectives. Clients can easily access their investments and accounts from any device, securely share information with Joanne, and schedule complimentary initial consultations to get started on their path to financial security. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC offers a range of investment products and services, with a commitment to providing clients with the tools and support they need to build a confident financial future. Visit the website for more information on services offered and to schedule a consultation with Joanne Wofford today.

The Woodard Bay Group at Morgan Stanley is a leading financial institution located at 724 Columbia Street Northwest in Olympia, Washington. Our team of experienced professionals offers a wide range of financial services, including wealth management, investment planning, and retirement strategies. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Ryan McGaughy - Morgan Stanley is a renowned finance institution located at 724 Columbia Street Northwest in Olympia, Washington, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Ryan McGaughy - Morgan Stanley is committed to providing personalized and comprehensive financial solutions to meet your needs.

The McGaughy Furman Group at Morgan Stanley is a leading financial institution located at 724 Columbia Street Northwest in Olympia, Washington. Specializing in a wide range of financial services, including investment strategies, wealth management, and retirement planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to personalized service and innovative solutions, we strive to provide our clients with the tools and expertise they need to navigate the complexities of the financial world with confidence. Contact us today to learn more about how we can help you secure your financial future.

Brandon Hamilton - Thrivent is a finance institution located at 1624 4th Avenue East, Olympia, Washington, United States. The institution is licensed in multiple states including AZ, CA, MN, MT, ND, OR, SD, TX, WA, and WY. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed financial advisors provide insurance products, securities, and investment advisory services. Visit their website for more information on professional designations and services offered. Please note that Thrivent does not provide legal, accounting, or tax advice and recommends consulting with a professional in those areas.

Robert Alspaugh - Thrivent is a finance institution located at 1624 4th Avenue East, Olympia, Washington, United States. They are licensed in multiple states including CO, FL, ID, IL, MI, MT, OR, WA, and WY. Thrivent offers financial advice and guidance through their Financial Planning Framework, and clients can choose to engage further with Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products through Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Monty Harmon - Thrivent is a finance institution located at 3316 46th Avenue Northeast, Olympia, Washington, United States. Licensed in multiple states including CA, FL, and WA, Monty Harmon - Thrivent offers insurance products, securities, and investment advisory services through licensed financial advisors. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning through its Financial Planning Framework. Clients can opt for Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their privacy and security policies.

George Zelenak - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3929 Martin Way East in Olympia, Washington, United States. The institution offers a range of services and certifications to meet the diverse financial planning needs of individuals. George Zelenak holds certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, George Zelenak is dedicated to providing high-quality financial advice and services to clients.

Janelle Cromwell is a finance institution located at 711 Capitol Way South in Olympia, Washington, United States. We specialize in meeting the dynamic needs of each client, providing solutions to unique challenges while offering an elevated level of service. Our team empowers decision making with expert guidance, offering seamless financial management for families and futures. We provide a full suite of financial solutions, ensuring stability for today and the future. Our bespoke investment strategies are aligned with your financial objectives, offering access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture to provide objective, holistic advice. From managing day-to-day finances to creating long-term financial plans, our dedicated team is here to support you every step of the way. Our comprehensive services cater to individuals and institutions, offering solutions for holistic financial planning. Through curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most. With a focus on growing and preserving wealth, we craft wealth management plans tailored to your needs and objectives. Check the background of our firm and investment professionals on FINRA's BrokerCheck. Please note that investment, insurance, and annuity products offered through Rockefeller Financial LLC are not FDIC insured and may lose value. Investing involves risk, and past performance is not a guarantee of future results. Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Consult your tax advisor and attorney for specific guidance.

Lance Williams is a finance institution located at 711 Capitol Way South, Olympia, Washington, United States. Our team is dedicated to meeting the dynamic needs of each client at every stage of wealth, providing expert guidance and seamless financial management. We offer bespoke investment strategies aligned with your financial objectives, access to a wide range of investment opportunities, and a comprehensive suite of solutions for holistic financial planning. Our services include trust management, fiduciary oversight, account management, and financial planning designed to grow with you. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Our team is committed to understanding your needs and objectives to craft wealth management plans focused on growing and preserving your wealth. Check the background of our firm and investment professionals on FINRA's BrokerCheck. Rockefeller Financial LLC is a dually registered broker-dealer and investment adviser, offering investment, insurance, and annuity products. Please note that investing involves risk and past performance is not a guarantee of future results. Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice.

George Burgin - Thrivent is a financial institution located at 1624 4th Avenue East in Olympia, Washington, United States. The institution, also known as Catalyst Financial Advisors and Associates, offers comprehensive financial guidance tailored to individual goals and values. The team of financial professionals at Catalyst Financial Advisors and Associates is dedicated to helping clients achieve a more secure financial future by providing wealth management, needs-based solutions, and dedicated planning services. Thrivent believes that money is a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help clients make the most of their resources. By becoming a member of Thrivent, individuals join a community that looks out for each other and aims to live more meaningful lives. With a long heritage of financial strength and fiscal stability, Thrivent has been helping people build their financial futures for over 100 years.