Financial Planners East Wenatchee WA

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in East Wenatchee, WA that can help answer your questions about Financial Planners.

Zach Davies, CFP®
1 5th St Ste 300
Wenatchee, WA
Firm
Stifel Nicolaus & Co.

Data Provided By:
Mr. Sean P. Gross, CFP®
(509) 664-8844
385 E Penny Rd Ste 103
Wenatchee, WA
Firm
Telos Wealth Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Steve L. Bogen, CFP®
(509) 264-1730
2084 S Methow St
Wenatchee, WA
Firm
Telos Wealth Management
Areas of Specialization
Insurance Planning, Long-Term Care, Risk Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Sherry L. Gustin, CFP®
(509) 662-9287
PO Box 2135
Wenatchee, WA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Wells Fargo - East Wenatchee
(509) 884-1445
337 Valley Mall Pkwy
East Wenatchee, WA
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Mr. Ford Hoxsey Barrett, CFP®
(509) 663-7526
610 N Mission St
Wenatchee, WA
Firm
Financial Alternatives
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Ms. Karen Madison, CFP®
(509) 663-8604
1 5th Street, Suite 300
Wenatchee, WA
Firm
Stifel Nicolaus
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Investment Management, Life Transitions
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Business Executives

Data Provided By:
Mr. Craig T. Homchick, CFP®
(509) 663-1131
PO Box 1371
Wenatchee, WA
Firm
Homchick, Smith and Associates
Areas of Specialization
Accounting, Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. Bradley H. Blackburn, CFP®
(509) 782-2600
121 Cottage Ave
Cashmere, WA
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Socially Responsible Investments
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Chase Bank
(509) 884-2478
444 Valley Mall Pkwy
East Wenatchee, WA
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed

Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina