2025
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LicensingUser ReviewsMystery Shopping CallsOur goal is to connect people with the best local professionals. We scored Auburn financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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(2)Financial Insights helps Auburn residents improve the quality of their lives through its wealth management solutions, which include investment monitoring, tax coordination, cash flow management, risk analysis, and estate planning and administration. Through a collaborative framework, the firm develops comprehensive plans that incorporate the client's financial objectives. It also guides young professionals in managing their finances and dealing with their economic struggles. Dorothy Lewis, who founded the company in 1981, is a Certified Financial Planner. She is also a member of the CFP Board.
(8)Established in 2017, 180 Wealth Advisors is a financial advisory firm serving entrepreneurs, executives, families, and professionals in Auburn. It provides customized wealth management solutions using a holistic approach that integrates estate, tax, and succession planning strategies. Its financial specialists help clients build wealth using market volatility to their advantage, create growing income streams for retirement, and distribute wealth according to their desires. Managing partner Darren Henke served as the senior vice president for Merrill Lynch's Private Wealth Division.
(12)Clarity Capital Management is a team of financial advisors that focuses on developing financial plans for federal employees, educators, corporate professionals, and business owners. Serving clients in Auburn and across the country, the company offers wealth management guidance, bookkeeping, and payroll services. The president, Matthew Bumstead, has been in the financial advisory industry since 2003. He named the firm Clarity Capital Management as an embodiment of its advisors' approach, which entails continuously explaining matters in layman's terms and clarifying clients' financial goals and retirement plans.
(6)Alder Cove Capital, LLC, is an independent financial advisory firm catering to individuals in Auburn and the greater Seattle area since 2014. It offers one-time financial planning services and ongoing portfolio management. The company helps clients secure their financial assets while comparing long-term goals to their current income, expenses, and savings to properly allocate their investments. Founder Tyler Linsten is a member of the XY Planning Network and serves as a board member at the Waterfront Federal Credit Union in Seattle.
With collaborative financial planning, Auburn parents and their adult children can eliminate surprises down the road. When an estate is carefully organized, children can be guided by the estate plan the moment a crisis strikes, which can be sudden death or incapacity. They cannot be caught off-guard, can avoid possible family misunderstanding, and save time and money with legal proceedings. Parents can also ensure their wishes and legacy plans can be carried out accordingly.
Go to the website of the National Futures Association and use its BASIC search tool to verify if the advisor in Auburn is registered with the Commodity Futures Trading Commission. If the advisor is not registered, find another one to avoid potential financial disasters. Always check fees and commissions, the advisor's credentials, the contract agreement, and any disciplinary history. Be on the lookout for advisors who promise huge returns or insider connections, do not communicate properly, and pressure you into acting quickly.
Advanced fee fraud works by asking an Auburn investor to give money upfront before they can invest in cryptocurrency assets. The fraudulent fee can be stated as an underwriting fee, deposit, regulatory fee or tax, incidental expenses, and commission. Fraudsters may even use lawyers or escrow agents to accept payments and make the transaction look legitimate. Once victims give their money, they often discover that the investment is bogus or that they are ineligible for returns.
Call the Washington State Department of Financial Institutions at 1-877-746-4334 to verify the company license. There are options for non-native speakers to ask for assistance in their language. You can also use the Securities Licensee Database to look up online the mutual fund investment company in Auburn. You would need the file or license number.
Yes, an Auburn individual can contribute to both or either under the Washington Department of Retirement Systems starting October 1, 2023. However, the total contribution for both must comply with the IRS's yearly limits. To start contributing to Roth, an individual new to the 457(b) Deferred Compensation Program can complete the enrollment form. If the individual is not new, they can use their online account to make contributions to Roth IRA.
Pensions and retirement accounts fulfill different tasks. Learn more about these so you'll be ready for your next meeting wit...
