Best Financial Advisors in Kent

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Aleksandr Petrik, AWMA , CFP, CRPC logo

Aleksandr Petrik, AWMA , CFP, CRPC

311 4th Avenue North, Kent, WA 98032
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  • Certified Financial Planner (CFP)

Aleksandr Petrik is a Certified Financial Planner, Chartered Retirement Planning Counselor, and Merrill financial solutions advisor that serves Kent and the surrounding areas. Aleksandr offers financial planning and advisory services through Merill which include investment strategy, portfolio management, retirement, college fund plan, and emergency fund. As a financial solutions advisor, Aleksandr also provides clients access to Bank of America banking solutions for cash management, savings, credit, lending, and other services.

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Clarity Capital Management logo

Clarity Capital Management

6703 S 234th St Suite 110, Kent, WA 98032
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  • Estate Planning
  • Retirement Planning

A financial advisory firm serving Kent, Clarity Capital Management provides guidance to various clients like educators, business owners, corporate professionals, and federal employees. The firm's services touch on wealth portfolios and management, federal retirement planning, federal benefit analysis, retirement planning, and tax services. It employs a team of financial advisors that works with clients in a process that involves discovery of needs, strategy, implementation, and monitoring and adjusting of accounts. The firm is a Financial Industry Regulatory Authority and Securities Investor Protection Corporation member.

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Matthew Ryan logo

Matthew Ryan

6811 South 204th Street, Kent, WA 98032
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  • Certified Financial Planner (CFP)

Matthew Ryan is a financial advisor with LPL Financial serving the Kent community. With over 22 years of experience, he assists individuals and businesses with their financial goals by providing a wide range of customized services, including college planning, investment portfolio analysis, retirement planning, and annual portfolio review. The process includes professional consultation and updates on the global financial market. Matthew is involved in various local community groups such as the Kent Community Foundation and the Estate Planning Council of South King County.

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Shelgren Financial Group logo

Shelgren Financial Group

3900 East Valley Road, Renton, WA 98057
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  • Estate Planning
  • Tax Planning

Shelgren Financial Group provides wealth advisory services to Kent and the surrounding areas. With over 30 years of experience in the industry, it specializes in helping clients with tax-favored investments, estate planning, life insurance analysis, college funding plans, and retirement income projections. It also develops tax-saving and asset allocation strategies. The company's president, Steve Shelgren, holds a secondary education degree focusing on social sciences and mathematics. Shelgren is also an investment advisor representative of Lincoln Investment Planning, LLC.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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