Financial Planners in Kenmore, WA

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1. Edward Jones - Financial Advisor: Matt Shannon

Edward Jones - Financial Advisor: Matt Shannon

10128 Main St, Bothell, WA 98011

CLOSED NOW:8:30 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

4. Annuity General

Annuity General

Serving the Kenmore Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

5. Austen Wilson - Thrivent

Austen Wilson - Thrivent

9925 NE 134th Ct Ste 200, Kirkland, WA 98034

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Austen Wilson is committed to providing financial advice,…

6. Soundview Financial Group - Ameriprise Financial Services

Soundview Financial Group - Ameriprise Financial Services

19125 N Creek Pkwy Ste 120, Bothell, WA 98011

CLOSED NOW:9:00 am - 2:00 pm

From Business: At Soundview Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

7. Johnette Fulton - Associate Financial Advisor, Ameriprise Financial Services

Johnette Fulton - Associate Financial Advisor, Ameriprise Financial Services

19125 N Creek Pkwy Ste 120, Bothell, WA 98011

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…

8. 5 Point Financial

5 Point Financial

11830 NE 195th St, Bothell, WA 98011

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

From Business: Led by Scott Livingston, the 5 Point Financial team is the key element in the creation of the unique, customized planning and wealth management solutions that our clients…

YP
18 Years
in Business

9. David Lund - Thrivent

David Lund - Thrivent

19524 Ballinger Way NE, Shoreline, WA 98155

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. David Lund is committed to providing financial advice,…

10. Alex Lund - Thrivent

Alex Lund - Thrivent

19524 Ballinger Way NE, Shoreline, WA 98155

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Alex Lund is committed to providing financial advice,…

11. Peter Jensen - Financial Advisor, Ameriprise Financial Services

Peter Jensen - Financial Advisor, Ameriprise Financial Services

22722 29th Dr SE Ste 100, Bothell, WA 98021

CLOSED NOW:8:00 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…

YP
13 Years
in Business

12. Wells Fargo Advisors

Wells Fargo Advisors

12516 Totel Lake Blvd Ne, Kirkland, WA 98034

YP
14 Years
in Business

16. Edward Jones - Financial Advisor: Juergen Schatzer

Edward Jones - Financial Advisor: Juergen Schatzer

13540 Lake City Way NE Ste 100, Seattle, WA 98125

CLOSED NOW:8:00 am - 4:00 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

17. Irene Barker - COUNTRY Financial Representative

Irene Barker - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

18. In Yong Kim - COUNTRY Financial Representative

In Yong Kim - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

19. Thuong Pham - COUNTRY Financial Representative

Thuong Pham - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

20. Gigi Morgan - COUNTRY Financial Representative

Gigi Morgan - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

21. Courtney Balza - COUNTRY Financial Representative

Courtney Balza - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

22. Priya Tripathi - COUNTRY Financial representative

Priya Tripathi - COUNTRY Financial representative

21540 30th Dr SE Ste 26, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

23. Casey McKinney - COUNTRY Financial representative

Casey McKinney - COUNTRY Financial representative

21540 30th Dr SE Ste 26, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

24. Lourdes Sanchez-Flewelling - COUNTRY Financial Representative

Lourdes Sanchez-Flewelling - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

25. Erin Harris - COUNTRY Financial Representative

Erin Harris - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: Sometimes, when you have more questions than answers, it might seem easier to do nothing at all. At COUNTRY Financial we help you take simple steps today with personalized…

YP
100 Years
in Business

26. Ryan Skolrud - COUNTRY Financial Representative

Ryan Skolrud - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: Sometimes, when you have more questions than answers, it might seem easier to do nothing at all. At COUNTRY Financial we help you take simple steps today with personalized…

YP
100 Years
in Business

27. Mario Betita - COUNTRY Financial Representative

Mario Betita - COUNTRY Financial Representative

21540 30th Dr SE Ste 260, Bothell, WA 98021

CLOSED NOW:8:00 am - 5:00 pm

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

28. Ascend National Wealth Advisors

Ascend National Wealth Advisors

9925 NE 134th Ct Ste 200, Kirkland, WA 98034

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ascend National Wealth Advisors is committed to providing…

29. Kaliko Veiseh

Kaliko Veiseh

11400 98th Ave NE Ste 301, Kirkland, WA 98033

CLOSED NOW:8:30 am - 5:00 pm

From Business: My prior experience in managing globally diversified, tax-efficient portfolios helps bring perspective to all I do from financial planning to college savings planning. My goal…

30. Edelman Financial Engines

Edelman Financial Engines

22232 17th Ave SE Ste 210, Bothell, WA 98021

CLOSED NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

We found 597 results for Financial Planners in or near Kenmore, WA.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 44 of these businesses have an A/A+ BBB rating. 3 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Seattle, West Bellevue, and Seattle Central Business District.