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Veritas Wealth Management

(50)

Coaching
Strategies
Questions

“In a very short timeframe, he was able to provide great direction for me to quickly get me to a level I wanted to be at in a timeframe that I thought would take 6 months or a year at a minimum.”

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Schmitz Leslie J CPA

Business Services, Quickbooks Services, Services For Individuals

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”

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JB Tax & Financial Services

(4)

Payroll

“They are now helping us navigate business healthcare and have recommended other competent professionals to assist.”

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Donohue & Associates

(2)

“I've trusted them with my taxes for two years, would definitely recommend.”

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Younger and Company

(4)

Business Services, Services For Quickbooks, Services For Individuals

“They know all the right stuff to keep you out of trouble with the IRS!”

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Clem Financial

(10)

Advanced Planning Resources, Business Solutions, Products

“I was absolutely elated when Shannon was able to maneuver me into a position of being able to retire in 5 years with a modest, but completely livable income!”

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Baobab Wealth Management - Financial Advisor

(11)

Holistic

“I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.”

Featured

I Bonds: What You Need to Know to Earn Nearly 10% on (Some) of Your Money I bonds, issued by the Federal Government, have become very popular this year (2022) as inflation is top of mind (and financial news) for most people. Nearly $11 billion worth of these bonds have been purchased over just the past 6-months, compared with about $1.2 billion during the same period last year. And for good reason, as these bonds are currently paying a 9.62% annual rate of interest. But understanding how, when, where, and how much of these bonds you can/should purchase can get tricky and you don’t want to face any withdrawal penalties. To help understand some of the rules and strategies for making the most of I bonds, here are some answers to questions we frequently get at Baobab Wealth…

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Shilanski & Associates

“Financial Planners work intimately with clients to build and monitor comprehensive financial plans that take into consideration cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax plannin...”

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Artica Financial Services

(3)

Divorce & Projects, Ongoing Planning & Investments, One and Done Meeting

“I have consulted with her on complex tax and trust issues and she is very knowledgeable.”

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Coho Financial Group

(6)

Life
Goals
Team

“Not only have they helped me personally, they helped me put together a great plan for my kids that will grow and protect them for their whole life as well!”

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Bright Road Wealth Management

(2)

“After interviewing 3 financial advisors in Anchorage and doing my due diligence research, I went with Bright Road Wealth Management at the time of my retirement and have been nothing but 100% pleased.”

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Heisten Financial

(6)

“Chris listens to understand our needs and guides us in a direction that he feels will work best.”

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David Hannon - Eagle Strategies

(1)

Products, Working Together

“In my experience it is hard to find a person in this industry that is not trying to sales pitch you and that takes the time to learn what your goals are.”

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Alaska Retirement Solutions

For Individuals, For Business Owners

“Your business or employer is most likely funding your current lifestyle and retirement savings. Here at Alaska Retirement Solutions we work with businesses that care about their employees financial futures. For the majority of American workers, their...”

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Alban & Co

(4)

“Ron has been doing our taxes for 20 plus years and has always been available for questions, timely with tax preparation, and a pleasure to do business with.”

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Sagemark Consulting

Retirement Planning, Investment Planning, Exit Planning Strategies

“I am Thomas Turner, a financial professional in Anchorage, AK and I am Paul Vann, a financial professional in Irvine, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of prepar...”

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Midnight Sun Financial

Areas of Focus, Insurance, Financial Planning

“With something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjus...”

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Leonard & Martens

Transition Planning, Financial Planning

“Whether it's building personal or business wealth, preparing for a well-earned retirement or leaving a legacy for their family and community, our goal is to help people pursue their own unique interpretation of financial independence – here in Alaska...”

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Financial Resources

(1)

“Ken has been working with me Doing all of my financial planning, as well as wealth management.”

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Alaska Wealth Advisors

“Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors' investment advisory services...”

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Alaskan Ascent Financial Group

“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particul...”

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Amy Miller, Nmls #204089, Primelending

“Residential Mortgage's operations, products and/or services do not originate from, and are not endorsed by the Veterans Administration (VA), United States Department of Agriculture (USDA), Department of Housing and Urban Development (HUD) or Federal ...”

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Alaska Project Solutions

“We understand that there are often critical, local challenges that prevent progress, so we strive to develop a real-world approach for successful completion of projects. APSI has provided on-site and virtual services to our clients since 1997.”

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North Harbor Wealth Management

“Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you're still working and...”

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Average Cost	$3692
Minimum cost	$1231
Maximum cost	$10460
Avg Per Hour Rates	$370

Best Financial Advisors in Anchorage, AK

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Anchorage area.

Veritas Wealth Management

Schmitz Leslie J CPA

JB Tax & Financial Services

Donohue & Associates

Younger and Company

Clem Financial

Baobab Wealth Management - Financial Advisor

Shilanski & Associates

Artica Financial Services

Coho Financial Group

Bright Road Wealth Management

Heisten Financial

David Hannon - Eagle Strategies

Alaska Retirement Solutions

Alban & Co

Sagemark Consulting

Midnight Sun Financial

Leonard & Martens

Financial Resources

Alaska Wealth Advisors

Alaskan Ascent Financial Group

Amy Miller, Nmls #204089, Primelending

Alaska Project Solutions

North Harbor Wealth Management

Retirement Planning and Investment Management Services in Anchorage, AK Cost Estimates

Why these companies made our list

Popular in Anchorage