Financial Planners in Shoreline, WA

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1. David Lund - Thrivent

David Lund - Thrivent

19524 Ballinger Way NE, Shoreline, WA 98155

OPEN 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,…

2. Alex Lund - Thrivent

Alex Lund - Thrivent

19524 Ballinger Way NE, Shoreline, WA 98155

OPEN 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,…

3. Wells Fargo Advisors

Wells Fargo Advisors

360 NW Richmond Beach Rd, Shoreline, WA 98177

YP
14 Years
in Business

4. Edward Jones - Financial Advisor: Desiree Hajek

Edward Jones - Financial Advisor: Desiree Hajek

18336 Aurora Ave N Ste 101c, Shoreline, WA 98133

OPEN NOW:9:00 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

6. Corey Cox - Thrivent

Corey Cox - Thrivent

10700 Meridian Ave N Ste 500, Seattle, WA 98133

OPEN 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. Corey Cox is committed to providing financial advice,…

7. Jaron Tsukamoto - Thrivent

Jaron Tsukamoto - Thrivent

10700 Meridian Ave N Ste 500, Seattle, WA 98133

OPEN 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. Jaron Tsukamoto is committed to providing financial advice,…

8. HouseholderGroup Estate & Retirement Specialists

HouseholderGroup Estate & Retirement Specialists

9725 3rd Ave NE Ste 201, Seattle, WA 98115

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

From Business: As Independent As You Are We all look forward to the day we retire. With proper planning and investment, you can work towards the goal of enjoying the active, healthy…

9. Natasha Bulpin - RBC Wealth Management Financial Advisor

Natasha Bulpin - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

10. Patrick Swesey - RBC Wealth Management Financial Advisor

Patrick Swesey - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

11. Kris Olsen - RBC Wealth Management Financial Advisor

Kris Olsen - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

12. Eric Brewe - RBC Wealth Management Financial Advisor

Eric Brewe - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

13. Ken Kilmer - RBC Wealth Management Financial Advisor

Ken Kilmer - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

14. Paul Swesey - RBC Wealth Management Financial Advisor

Paul Swesey - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

15. Mitch Brewe - RBC Wealth Management Financial Advisor

Mitch Brewe - RBC Wealth Management Financial Advisor

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

18. Edward Jones - Financial Advisor: Hilda A Thompson

Edward Jones - Financial Advisor: Hilda A Thompson

155 NE 100th St Ste 300, Seattle, WA 98125

OPEN 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…

YP
103 Years
in Business

19. 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…

20. Edward Jones - Financial Advisor: Juergen Schatzer

Edward Jones - Financial Advisor: Juergen Schatzer

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

OPEN 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

21. Edward Jones - Financial Advisor: Tim Swanson

Edward Jones - Financial Advisor: Tim Swanson

155 NE 100th St Ste 300, Seattle, WA 98125

OPEN NOW:10:00 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

22. Edward Jones - Financial Advisor: Maria D Colon

Edward Jones - Financial Advisor: Maria D Colon

9776 Holman Rd NW Ste 106, Seattle, WA 98117

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

23. RBC Wealth Management Branch - Edmonds

RBC Wealth Management Branch - Edmonds

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:7:00 am - 3:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. Swesey & Swesey Wealth Management Group

Swesey & Swesey Wealth Management Group

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Krause & Thorpe Wealth Management Team

Krause & Thorpe Wealth Management Team

303 5th Ave S Ste 100, Edmonds, WA 98020

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

26. Olympic View Group

Olympic View Group

303 5th Ave S Ste 100, Edmonds, WA 98020

OPEN NOW:6:30 am - 4:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Brian Silkworth - Financial Advisor, Ameriprise Financial Services

Brian Silkworth - Financial Advisor, Ameriprise Financial Services

1080 W Ewing Pl Ste 200, Seattle, WA 98119

OPEN 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…

28. Jeffrey Mushen - Private Wealth Advisor, Ameriprise Financial Services

Jeffrey Mushen - Private Wealth Advisor, Ameriprise Financial Services

110 James St Ste 100, 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…

29. Edelman Financial Engines

Edelman Financial Engines

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

OPEN 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…

30. Jason DeMarre - Voya Financial Advisors, Inc.

Jason DeMarre - Voya Financial Advisors, Inc.

1448 NW Market St Ste 500, Seattle, WA 98107

OPEN NOW:8:00 am - 7:00 pm

From Business: Jason DeMarre: I serve individuals and businesses in financial management, including: retirement planning and IRAs, estate planning (and potentially reducing exposure to estate…

We found 446 results for Financial Planners in or near Shoreline, WA.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Financial Planning Consultants. 1 of the rated businesses has 4+ star ratings.


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