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Investment Advisory Service in Highlands Kirkland, WA

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1. Schmidt Financial Group

Schmidt Financial Group

620 Kirkland Way Ste 205, Kirkland, WA 98033

OPEN NOW:9:00 am - 5:00 pm

From Business: Schmidt Financial Group has been serving technology professionals for over a decade and manages more than $200million in its proprietary investment programs. Clients come from…

YP
24 Years
in Business

4. Schmitz, Heidi

Schmitz, Heidi

340 4th St, Kirkland, WA 98033

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

5. Financial Advisors U.S. Bancorp Investments

Financial Advisors U.S. Bancorp Investments

177 Central Way, Kirkland, WA 98033

OPEN NOW:10:00 am - 6:00 pm

From Business: Your financial advisor in Kirkland will work with you to create tailored wealth management strategies. Find a financial advisor near you.

6. Vicars, Forrest

Vicars, Forrest

610 Market St, Kirkland, WA 98033

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

20. Ovp Venture Partners

Ovp Venture Partners

1010 Market St, Kirkland, WA 98033

OPEN NOW:8:00 am - 4:30 pm

21. Edward Jones - Financial Advisor: Danny A. Chi

Edward Jones - Financial Advisor: Danny A. Chi

610 Market St Ste 102, Kirkland, WA 98033

OPEN NOW:8:00 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

22. Edward Jones - Financial Advisor: Calen H Johnson, CFP®|ChFC®

Edward Jones - Financial Advisor: Calen H Johnson, CFP®|ChFC®

11250 Kirkland Way Ste 202, Kirkland, WA 98033

OPEN NOW:8:00 am - 4:30 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

23. M Annette Sager - Financial Advisor, Ameriprise Financial Services

M Annette Sager - Financial Advisor, Ameriprise Financial Services

340 4th St, Kirkland, WA 98033

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Heidi Schmitz - Financial Advisor, Ameriprise Financial Services

Heidi Schmitz - Financial Advisor, Ameriprise Financial Services

340 4th St, Kirkland, WA 98033

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Justin Lewis - Financial Advisor, Ameriprise Financial Services

Justin Lewis - Financial Advisor, Ameriprise Financial Services

340 4th St, Kirkland, WA 98033

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. U.S. Capitol Strategies, Inc.

U.S. Capitol Strategies, Inc.

100 State St S, Kirkland, WA 98033

OPEN NOW:8:00 am - 4:00 pm

"A great firm! They really listened to our concerns and once our portfolio was designed, they really explained it so that we could understand it! Peace of mind we like!"