Top 15 Financial Advisors in Anacortes, WA

Nolan Brandon Sasha is exceptionally detail-oriented and has been zealously focused on optimizing my financial plans. She does not accept the status quo and instead goes above and beyond to identify opportunities I never would have considered on my own. Her experience is especially valuable for active duty military as she understands our unique benefits and challenges. I highly recommend her as a financial advisor.

Jake Wagner Kelley is an exceptional financial advisor who truly goes above and beyond. Her expertise, personalized approach, and genuine care for my financial goals made all the difference. She took the time to understand my needs, explained complex concepts clearly, and crafted a strategy that gave me confidence in my financial future. Always responsive and proactive, Kelley’s guidance has been invaluable. I highly recommend her to anyone seeking a trusted advisor!

Natalie Gonzalez If you’re looking for a knowledgeable and customer focused insurance team, The Elton Group at Country Financial in Anacortes, WA, is an excellent choice.

Charles Wenker Very knowledgeable in estate tax and IRS rules. Jonathan has also been very helpful with increasing interest rate on savings.

Don R My familys been doing business with Edward Jones Investments in Anacortes Washington from this office since 2012. Troy, Kristen & Tiffannie are the kind of team I like to work with! if I have a question about anything regarding my stocks or trust accounts? theyre always there Troy has a spot on answer that works every time. He keeps me up to date with the US economy and how it affects my investments as the years progress. In many ways they are an extension of our family, always professional with friendly service. Best of health and happiness in the new year 2024 dkr. Tonopah, AZ