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Financial Advisors in Kirkland, WA

How to choose a financial advisor in Kirkland

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Kristopher West

Financial Advisor

Raymond James Financial Services Advisors, Inc

Kirkland, WA

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Rollin Ellis

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Kirkland, WA

ProfileNo contact yet

Terry Cole

Financial Advisor

Cetera Investment Advisers Llc

Kirkland, WA

ProfileNo contact yet

Mary Bold

Financial Advisor

Abacus Financial Planning

Kirkland, WA

ProfileNo contact yet

Cory Shepard

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Kirkland, WA

ProfileNo contact yet

Teresa Berg

Financial Advisor

Mutual of America Securities Llc

Kirkland, WA

ProfileNo contact yet
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