washington Date: 09-25-2025

Top 14 Financial Advisors in Oak Harbor, WA

	Financial Advisor	Address
1	♠ Peter DeVries with Epic Finance LLC Mortgage Brokers - Powered By Barrett Financial Group NMLS#181106	939 N Deer Park Ln, Oak Harbor, WA 98277
2	♠ Edward Jones - Financial Advisor: Gregory A Smith, AAMS®	275 SE Cabot Dr A7, Oak Harbor, WA 98277
3	♠ Edward Jones - Financial Advisor: Eric L Schelling	715 SE Fidalgo Ave STE 103, Oak Harbor, WA 98277
4	♠ Edward Jones - Financial Advisor: River Powers, CFP®\|ChFC®	380 SE Pioneer Way Suite 102, Oak Harbor, WA 98277
5	♠ Cook Wealth Management	886 SE Bayshore Dr, Oak Harbor, WA 98277
6	♠ Edward Jones - Financial Advisor: Gene Kelly Barner	144 NE Ernst St APT C, Oak Harbor, WA 98277
7	♠ Edward Jones - Financial Advisor: Jeffery C Pleet, ChFC®\|CLU®	630 SE Midway Blvd, Oak Harbor, WA 98277
8	♠ Soundview Financial Group - Ameriprise Financial Services, LLC	520 E Whidbey Ave Ste 202, Oak Harbor, WA 98277
9	♠ Clinton Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC	520 E Whidbey Ave Ste 202, Oak Harbor, WA 98277
10	♠ Casey Pleet Wealth Management	630 SE Midway Blvd, Oak Harbor, WA 98277
11	♠ Edward Jones - Financial Advisor: Cynthia S Casey, CRPC™	630 SE Midway Blvd, Oak Harbor, WA 98277
12	♠ Genworth Financial	520 E Whidbey Ave, Oak Harbor, WA 98277
13	♠ Edward Jones - Financial Advisor: Aaron M Tabor, CRPC™	275 SE Cabot Dr A7, Oak Harbor, WA 98277
14	♠ Allstate Personal Financial Representative: Steven Scherer	466 NE Midway Blvd, Oak Harbor, WA 98277

1.Peter DeVries with Epic Finance LLC Mortgage Brokers - Powered By Barrett Financial Group NMLS#181106

Address: 939 N Deer Park Ln, Oak Harbor, WA 98277

(60) user ratings total:

cassidy Taggart I am more than pleased with my experience. Peter was very patient and he is very well knowledgeable with everything I put across his table. As new homeowners he made it as easy as he could. I definitely had more questions than average and he had no problem answering any of them. I couldnt be more happy. Hes a intelligent man and had no problem communicating when questions arised. I would recommend him to anyone and everyone. Good job Peter! Thank you for everything and so much more. My husband and I couldnt be more happier!

5 /5

2.Edward Jones - Financial Advisor: Gregory A Smith, AAMS®

Address: 275 SE Cabot Dr A7, Oak Harbor, WA 98277

(4) user ratings total:

Brian P These folks are truly amazing. Compassionate, caring, friendly, organized, knowledgeable... I cannot say enough great things about these wonderful people. AAA+++ rating!!!!

5 /5

3.Edward Jones - Financial Advisor: Eric L Schelling

Address: 715 SE Fidalgo Ave STE 103, Oak Harbor, WA 98277

images Edward Jones - Financial Advisor: Eric L Schelling

(3) user ratings total:

Karmn Fitzgerald I dont even know where to start they go above and beyond my expectations everytime I meet with them. They are very smart and always going far out for each client. There absolutely the best hands down!!!!

5 /5

4.Edward Jones - Financial Advisor: River Powers, CFP®|ChFC®

Address: 380 SE Pioneer Way Suite 102, Oak Harbor, WA 98277

(2) user ratings total:

Ryan Zollars Awesome experience, very knowledgeable and informative.

5 /5

5.Cook Wealth Management

Address: 886 SE Bayshore Dr, Oak Harbor, WA 98277

(1) user ratings total:

Ed Flitcroft They take each issue seriously, keep me well informed . I tell people all the time, Cook Wealth is where to build there financial future.

5 /5

6.Edward Jones - Financial Advisor: Gene Kelly Barner

Address: 144 NE Ernst St APT C, Oak Harbor, WA 98277

(1) user ratings total:

B o b B rooks Great staff

5 /5

7.Edward Jones - Financial Advisor: Jeffery C Pleet, ChFC®|CLU®

Address: 630 SE Midway Blvd, Oak Harbor, WA 98277

(1) user ratings total:

John Ginn Jeffrey and Abby are great partners. Personal, proactive and incredibly responsive, they provide superior financial services to all their clients, and a solid anchor for long term planning.

5 /5