Financial advisors in Union, WA

Looking for a financial advisor in Union, WA? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

39Median years of experience

0%At fee-only firms

2Firms represented

Largest firms here: Mountain Lakes Capital Management (1), JRS Investments and Wealth Preservation (1).

Nearby: Shelton, Belfair, LakeBay, Seabeck.

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JRS Investments and Wealth Preservation

39yrs

James Swanson

Financial advisor

Union, WA

Top advisor by experience at JRS Investments and Wealth Preservation

Fiduciary

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Mountain Lakes Capital Management

28yrs

Drew Macewen

Financial advisor

320 E Dalby Rd Suite D
Union, WA 98592

Top 18% by experience in Washington

Fiduciary

Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read