washington Date: 09-25-2025

Top 15 Financial Advisors in Port Orchard, WA

Financial AdvisorAddress
1Bank of America Financial Center1497 Olney Ave SE, Port Orchard, WA 98366
2Edward Jones - Financial Advisor: Denette K Chu, AAMS®423 SW Sedgwick Rd #121, Port Orchard, WA 98367
3Edward Jones - Financial Advisor: Teresa M Bryant, CFP®|AAMS®|CRPC™231 SW Wilkins Dr, Port Orchard, WA 98366
4Edward Jones - Financial Advisor: Schelley York2299 Bethel Ave Ste 102, Port Orchard, WA 98366
5Advanced Financial Tax, LLC.504 Dekalb St, Port Orchard, WA 98366
6Kristen Weschler - COUNTRY Financial Representative1740 Pottery Ave Ste 205, Port Orchard, WA 98366
7Security Financial Services1014 Bay St, Port Orchard, WA 98366
8Edward Jones - Financial Advisor: Jay Seaton, CFP®|AAMS®600 Kitsap St Suite 102, Port Orchard, WA 98366
9Edward Jones - Financial Advisor: Cameron M Smith1740 Pottery Ave Suite 209, Port Orchard, WA 98366
10Rogelio Gonzalez, Financial Planner1700 SE Mile Hill Dr Suite 264, Port Orchard, WA 98366
11Empower Financial Services LLC5946 SE Hillyrock Ln, Port Orchard, WA 98367
12Panfili Financial Services Inc104 Tremont St # 105, Port Orchard, WA 98366
13Edward Jones - Financial Advisor: Lisa S Moore2299 Bethel Ave Ste 102, Port Orchard, WA 98366
14Edward Jones - Financial Advisor: Nick Munch, AAMS®600 Kitsap St Suite 102, Port Orchard, WA 98366
15Edward Jones - Financial Advisor: David St Martin, AAMS®4275 SE Mile Hill Dr Suite A, Port Orchard, WA 98366

1.Bank of America Financial Center

Address: 1497 Olney Ave SE, Port Orchard, WA 98366

(45) user ratings total:

Schar Olsen I have always been greeted with smiles and respect at this branch. Staff is always helpful and attentive to my needs, and wait times for service has been very low. I have been a client of this branch since 1975.
5 /5

2.Edward Jones - Financial Advisor: Denette K Chu, AAMS®

Address: 423 SW Sedgwick Rd #121, Port Orchard, WA 98367

(4) user ratings total:

Annette Callan Great ladies you can trust with your future!
5 /5

3.Edward Jones - Financial Advisor: Teresa M Bryant, CFP®|AAMS®|CRPC™

Address: 231 SW Wilkins Dr, Port Orchard, WA 98366

4.Edward Jones - Financial Advisor: Schelley York

Address: 2299 Bethel Ave Ste 102, Port Orchard, WA 98366

(3) user ratings total:

Gus Woods I have been with Edward Jones for 2 decades and most of that has been with Schelley. I have ZERO complaints. She is honest, transparent and a pleasure to work with. The front desk ladies are great as well.
5 /5

5.Advanced Financial Tax, LLC.

Address: 504 Dekalb St, Port Orchard, WA 98366

(20) user ratings total:

Tasha Pundyke We are appreciative to Harry for his service and support. Not sure what I did to our taxes this year, but it was not looking good for us and we made the decision to see if Harry could help us and he sure did!!! Mahalo so much!!!
5 /5

6.Kristen Weschler - COUNTRY Financial Representative

Address: 1740 Pottery Ave Ste 205, Port Orchard, WA 98366

images Kristen Weschler - COUNTRY Financial Representative

(20) user ratings total:

R M My first time working with this establishment and Kristen is a great Financial Representative to work with she gives 100% of her time to listen attentively to your financial needs whether it be auto, life, or home, etc. she explains thoroughly the information needed and works with your schedule.
5 /5

7.Security Financial Services

Address: 1014 Bay St, Port Orchard, WA 98366

(13) user ratings total:

Eyec Coolins Best Payee service ever Ive never had a single problem with her she is so kind and friendly and caring for her clients. And she is always willing to be helpful and never leaves me hanging and I have no problem with running out of money every time I call her she answered me or calls me right back within 24 hours
5 /5

8.Edward Jones - Financial Advisor: Jay Seaton, CFP®|AAMS®

Address: 600 Kitsap St Suite 102, Port Orchard, WA 98366

9.Edward Jones - Financial Advisor: Cameron M Smith

Address: 1740 Pottery Ave Suite 209, Port Orchard, WA 98366

images Edward Jones - Financial Advisor: Cameron M Smith

10.Rogelio Gonzalez, Financial Planner

Address: 1700 SE Mile Hill Dr Suite 264, Port Orchard, WA 98366

11.Empower Financial Services LLC

Address: 5946 SE Hillyrock Ln, Port Orchard, WA 98367

12.Panfili Financial Services Inc

Address: 104 Tremont St # 105, Port Orchard, WA 98366

13.Edward Jones - Financial Advisor: Lisa S Moore

Address: 2299 Bethel Ave Ste 102, Port Orchard, WA 98366

14.Edward Jones - Financial Advisor: Nick Munch, AAMS®

Address: 600 Kitsap St Suite 102, Port Orchard, WA 98366

15.Edward Jones - Financial Advisor: David St Martin, AAMS®

Address: 4275 SE Mile Hill Dr Suite A, Port Orchard, WA 98366