WA · Yakima

Fiduciary advisors in Yakima, WA

2 advisors with offices in Yakima. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Yakima

Nicholas Rogers, Founding President and Advisor - Rogers Financial Group

Yakima, Washington

Insurance-Based

Rogers Financial Group, based in Yakima, Washington, provides financial planning and insurance analysis services with a focus on insurance planning. The firm offers two engagement models: Targeted Solutions for single-issue planning and Life Plans for comprehensive planning covering cash flow, retirement projections, investment strategy, insurance optimization, estate planning, and business planning where applicable. Clients work through an iterative process that includes initial discovery, plan presentation with real-time feedback options, implementation support, and ongoing periodic reviews.

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Northwestern Mutual

★5.0(2)

Yakima, Washington

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Yakima, Washington. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

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Financial advisors in Yakima, Washington

Advisors serving Yakima specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Washington's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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