Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Longview has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Longview, Washington have an average of 22 years of experience.
Matt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ANDERSON & ANDERSON ADVISORY, LLC 959 11th Avenue, Suite B Longview, WA, 98632 | $268,974,075 | 592 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | CONTINENTAL INVESTORS SERVICES, INC. 1330 Broadway St., Longview, WA, 98632 | $152,080,000 | 656 | 16 | A Percentage of AUM, Commission Based |
QualificationsFirm CRD# 132989
Assets Under Management $268,974,075
No. Of Clients592
Clients Per Financial Advisor99
ANDERSON & ANDERSON ADVISORY, LLC is a financial advisory firm situated in Longview, Washington. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 592 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 29775
Assets Under Management $152,080,000
No. Of Clients656
Clients Per Financial Advisor41
CONTINENTAL INVESTORS SERVICES, INC. is a financial advisory firm situated in Longview, Washington. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 656 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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