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Map of Kirkland, WAMap of Kirkland, WA

Financial Services in Kirkland, WA

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61. The Seva Group

The Seva Group

3760 Carillon Pt, Kirkland, WA, 98033

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

62. David Moskovitz - RBC Wealth Management Branch Director

David Moskovitz - RBC Wealth Management Branch Director

3760 Carillon Pt, Kirkland, WA, 98033

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

63. Lockhart Group

Lockhart Group

3760 Carillon Pt, Kirkland, WA, 98033

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

64. RBC Wealth Management Branch - Kirkland

RBC Wealth Management Branch - Kirkland

3760 Carillon Pt, Kirkland, WA, 98033

OPEN NOW:7:00 am - 3:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

65. The Seattle Investment Group

The Seattle Investment Group

3760 Carillon Pt, Kirkland, WA, 98033

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

66. Robinswood Financial

Robinswood Financial

3425 Carillon Pt, Kirkland, WA, 98033

OPEN NOW:6:00 am - 2:00 pm

"Great firm! They really went the extra mile to personally design and simply explain our portfolio for us. Thanks!"

YP
17 Years
in Business

67. Edward Jones - Financial Advisor: Loren P Winter, CFP®

Edward Jones - Financial Advisor: Loren P Winter, CFP®

9710 NE 119th Way, Kirkland, WA, 98034

OPEN NOW:8:00 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

69. Templar Financial Services

Templar Financial Services

11232 120th Ave NE Ste 205, Kirkland, WA, 98033

From Business: Our Mission: Templar Financial Services was started because we believe that all who work hard deserve to benefit from comprehensive financial planning that teaches, informs,…

70. Edward Jones - Financial Advisor: Vernon J Applegate, CFP®

Edward Jones - Financial Advisor: Vernon J Applegate, CFP®

13131 NE 85th St Ste 103, Kirkland, WA, 98033

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

71. Mariner

Mariner

4040 Lake Washington Blvd NE Ste 314, Kirkland, WA, 98033

OPEN NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

72. Lysa Griffith at OriginPoint (NMLS #754386)

Lysa Griffith at OriginPoint (NMLS #754386)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Lysa Griffith is your Kirkland local lender. As a loan officer, Lysa is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage…

73. Jeremiah Flocchini at OriginPoint (NMLS #108217)

Jeremiah Flocchini at OriginPoint (NMLS #108217)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Jeremiah Flocchini is your Kirkland local lender. As a loan officer, Jeremiah is committed to helping homeowners with home purchase loans and refinances, while simplifying the…

74. Phil Boos at OriginPoint (NMLS #1187899)

Phil Boos at OriginPoint (NMLS #1187899)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Philip Boos is your Kirkland local lender. As a loan officer at OriginPoint, Philip is committed to helping homeowners with home purchase loans and refinances, while…

75. Kara Rozanski at OriginPoint (NMLS #189037)

Kara Rozanski at OriginPoint (NMLS #189037)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Kara Rozanski is your Kirkland local lender. As a loan officer, Kara is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage…

76. Julee Moore at OriginPoint (NMLS #582893)

Julee Moore at OriginPoint (NMLS #582893)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Julee Moore is your Kirkland local lender. As a loan officer, Julee is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage…

77. Troy Griffith at OriginPoint (NMLS #2145138)

Troy Griffith at OriginPoint (NMLS #2145138)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Troy Griffith is your Kirkland local lender. As a loan officer, Troy is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage…

78. Christopher Sayre at OriginPoint (NMLS #205452)

Christopher Sayre at OriginPoint (NMLS #205452)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Christopher Sayre is your Kirkland local lender. As a loan officer, Christopher is committed to helping homeowners with home purchase loans and refinances, while simplifying…

79. Ian M Olsen at OriginPoint (NMLS #583036)

Ian M Olsen at OriginPoint (NMLS #583036)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Ian Olsen is your Kirkland local lender. As a loan officer at OriginPoint, Ian is committed to helping homeowners with home purchase loans and refinances, while simplifying the…

80. OriginPoint

OriginPoint

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: OriginPoint brings together two digital-first companies – Guaranteed Rate and Compass - to provide a seamless and transparent mortgage experience for everyone involved. We are…

81. Shockey Wu at OriginPoint (NMLS #2421726)

Shockey Wu at OriginPoint (NMLS #2421726)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Shockey Wu is your Kirkland local lender. As a loan officer at OriginPoint, Shockey is committed to helping homeowners with home purchase loans and refinances, while…

82. Yili Huang at OriginPoint (NMLS #2461520)

Yili Huang at OriginPoint (NMLS #2461520)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Yili Huang is your Kirkland local lender. As a loan officer at OriginPoint, Yili is committed to helping homeowners with home purchase loans and refinances, while simplifying…

83. Doug Moore at OriginPoint (NMLS #1478853)

Doug Moore at OriginPoint (NMLS #1478853)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Doug Moore is your Kirkland local lender. As a loan officer, Doug is committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage…

84. Michael Manthey at OriginPoint (NMLS #493743)

Michael Manthey at OriginPoint (NMLS #493743)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

CLOSED NOW

From Business: Michael Manthey is your Kirkland local lender. As a loan officer, Michael is committed to helping homeowners with home purchase loans and refinances, while simplifying the…

85. Anita Cwik at Origin Point (NMLS #404116)

Anita Cwik at Origin Point (NMLS #404116)

4040 Lake Washington Blvd NE Ste 301, Kirkland, WA, 98033

From Business: Anita Cwik, NMLS#404116 Anita's approach may be comprehensive, but her vision is simple: To continuously raise industry standards by delivering clients the abundant resources,…

86. Jamie Chambers - Financial Advisor, Ameriprise Financial Services

Jamie Chambers - Financial Advisor, Ameriprise Financial Services

4055 Lake Washington Blvd NE Ste 200, Kirkland, WA, 98033

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

87. Crosby Wealth Advisors - Ameriprise Financial Services

Crosby Wealth Advisors - Ameriprise Financial Services

4055 Lake Washington Blvd NE Ste 200, Kirkland, WA, 98033

CLOSED NOW

From Business: At Crosby Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

88. Christopher D Stacey - Financial Advisor, Ameriprise Financial Services

Christopher D Stacey - Financial Advisor, Ameriprise Financial Services

4055 Lake Washington Blvd NE Ste 200, Kirkland, WA, 98033

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

89. Crosby & Associates-Ameriprise Financial Services Inc

Crosby & Associates-Ameriprise Financial Services Inc

4055 Lake Washington Blvd NE, Kirkland, WA, 98033

CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Kirkland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

90. Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services

Jeffrey Michael Crosby - Private Wealth Advisor, Ameriprise Financial Services

4055 Lake Washington Blvd NE Ste 200, Kirkland, WA, 98033

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…