Financial Services in Lynnwood, WA

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1. Duitsman Financial Inc

Duitsman Financial Inc

16000 Bothell Everett Hwy, Suite 320, Mill Creek, WA 98012

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

From Business: Our unique culture of independence gives Raymond James financial advisors the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each…

2. Edward Jones - Financial Advisor: John Call

Edward Jones - Financial Advisor: John Call

5105 200th St SW Ste 100, Lynnwood, WA 98036

CLOSED NOW:8:30 am - 5:00 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

3. Wells Fargo Advisors

Wells Fargo Advisors

3400 188th St SW Ste 500, Lynnwood, WA 98037

CLOSED NOW:9:00 am - 6:00 pm

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

4. Heritage Bank

Heritage Bank

19510 58th Ave W, Lynnwood, WA 98036

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

From Business: Heritage Bank serves customers like you. Your neighbors. The couple who owns the storefront across town. The customers we serve bring their unique heritage—and unique needs—to…

YP
98 Years
in Business

5. Edward Jones - Financial Advisor: Chung Suen

Edward Jones - Financial Advisor: Chung Suen

5105 200th St SW Ste 100, Lynnwood, WA 98036

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…

6. Edelman Financial Engines

Edelman Financial Engines

20700 44th Ave W Ste 240, Lynnwood, WA 98036

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…

7. Bradley Holly

Bradley Holly

20700 44th Ave W Ste 240, Lynnwood, WA 98036

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

From Business: The main reason I became a financial planner is I enjoy making a meaningful impact in the lives of my clients and helping them achieve their financial dreams. Away from work,…

8. Fidelity Investments

Fidelity Investments

18825 33rd Ave W Ste 200, Lynnwood, WA 98036

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

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

9. Edward Jones - Financial Advisor: Ryan Smolko

Edward Jones - Financial Advisor: Ryan Smolko

16108 Ash Way Ste 112, Lynnwood, WA 98087

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…

10. Sound Credit Union

Sound Credit Union

5901 196 St SW, Lynnwood, WA 98036

CLOSED NOW:9:00 am - 6:00 pm

From Business: A Northwest original since 1940, we’re one of Washington State’s largest credit unions, driven by the purpose of standing with members, employees and the community through all…

YP
85 Years
in Business

11. Cornerstone Home Lending, Inc.

Cornerstone Home Lending, Inc.

12900 NE 180th Street Suite 140, Bothell, WA 98011

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

From Business: Providing unparalleled service and mortgage guidance to help select a home loan program for each unique situation. To me buying a home is more than a transaction; it is an…

YP
37 Years
in Business

12. Edward Jones - Financial Advisor: Andrea Schafer

Edward Jones - Financial Advisor: Andrea Schafer

914 164th St SE Ste B-6, Mill Creek, WA 98012

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

13. Edward Jones - Financial Advisor: Peter Smart

Edward Jones - Financial Advisor: Peter Smart

15 SW Everett Mall Way Ste F, Everett, WA 98204

CLOSED NOW:8:00 am - 5:00 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

14. Chase Bank

Chase Bank

10012 1st Dr SE, Everett, WA 98208

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

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

15. Edward Jones - Financial Advisor: Desiree E Anderson

Edward Jones - Financial Advisor: Desiree E Anderson

602 2nd St Ste C, Snohomish, WA 98290

CLOSED NOW:8:00 am - 5:00 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

16. Susan Romei - Banner Bank Residential Loan Officer

Susan Romei - Banner Bank Residential Loan Officer

7009 212th St SW, Edmonds, WA 98026

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

From Business: Home loans for purchase, refinance, construction and renovation.

17. Edward Jones - Financial Advisor: Timothy Schell

Edward Jones - Financial Advisor: Timothy Schell

1300 Olympic View Dr, Edmonds, WA 98020

CLOSED NOW:8:30 am - 5:30 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…

18. Edward Jones - Financial Advisor: Rod Seifert

Edward Jones - Financial Advisor: Rod Seifert

107 5th Ave N Ste 101, Edmonds, WA 98020

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…

19. Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®|AAMS™

Edward Jones - Financial Advisor: Micah K Blair, CFP®|ChFC®|AAMS™

23815 Edmonds Way, Edmonds, WA 98026

CLOSED NOW:8:30 am - 5:00 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

20. Blair Wealth Management Team

Blair Wealth Management Team

23815 Edmonds Way, Edmonds, WA 98026

From Business: You've worked hard to grow your wealth and build a lasting legacy. We're an experienced financial team that you can trust to help. As you nurture and grow your assets, you can…

21. Edward Jones - Financial Advisor: Laura A Thramer

Edward Jones - Financial Advisor: Laura A Thramer

210 5th Ave S Ste 104, Edmonds, WA 98020

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…

22. Edward Jones - Financial Advisor: Eric S Dash, CFA®

Edward Jones - Financial Advisor: Eric S Dash, CFA®

8129 Lake Ballinger Way Unit 103, Edmonds, WA 98026

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

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…

23. KC Smith - Private Wealth Advisor, Ameriprise Financial Services

KC Smith - Private Wealth Advisor, Ameriprise Financial Services

100 2nd Ave S Ste 140, Edmonds, WA 98020

CLOSED NOW:8:30 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…

24. Gigi L Brannan - Private Wealth Advisor, Ameriprise Financial Services

Gigi L Brannan - Private Wealth Advisor, Ameriprise Financial Services

152 3rd Ave S Ste 103A, Edmonds, WA 98020

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. Edward Jones - Financial Advisor: Loretta Carton, CRPC™

Edward Jones - Financial Advisor: Loretta Carton, CRPC™

12199 Village Center Pl Ste 202, Mukilteo, WA 98275

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…

26. Edward Jones - Financial Advisor: Randy Robichaud, CFP®|AAMS™

Edward Jones - Financial Advisor: Randy Robichaud, CFP®|AAMS™

11601 Harbour Pointe Blvd Ste 107, Mukilteo, WA 98275

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…

27. Heritage Bank

Heritage Bank

11832 Mukilteo Speedway, Mukilteo, WA 98275

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

From Business: Heritage Bank serves customers like you. Your neighbors. The couple who owns the storefront across town. The customers we serve bring their unique heritage—and unique needs—to…

YP
98 Years
in Business

28. Edward Jones - Financial Advisor: Leigh A Hlohinec, CFP®

Edward Jones - Financial Advisor: Leigh A Hlohinec, CFP®

15506 Main St Ste 103, Mill Creek, WA 98012

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

29. Moore Than a Mortgage

Moore Than a Mortgage

22232 17th Ave SE Ste 207, Bothell, WA 98021

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

From Business: Moore than a Mortgage is proven in the ever-changing and complex residential mortgage environment. Moore than a Mortgage is trusted by hundreds of mortgage clients as…

YP
22 Years
in Business

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 863 results for Financial Services in or near Lynnwood, WA.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 14 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Seattle, Seattle Central Business District, and Belltown. These businesses offer their services in one-or-more of the following languages: Chinese, German, and Spanish.