Financial Advisors in Longview, Washington (Cowlitz County)

Kory Johnson is a Certified Financial Planner professional and owner of Johnson Financial Strategies a independent financial planning and wealth management firm.Mr Johnson specializes in income distribution planning. The firm focuses on empowering retirees and those about to retire on how to help preserve and protect their capital, increase their income and help organize their assets to last a lifetime.... See More

George Middleton, BS, CFA, CPA/PFS, MBA
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We are here to help you with your financial concerns. It could be: Retirement planning Tax planning Investment Management Estate Planning College planning Charitable giving
or a host of other financial issues that are important to you.
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Timepiece Financial Planning is an independent Registered Investment Advisory providing fee only, goal based financial planning. A member of the Garrett Planning Network, and NAPFA, it is the type of place where people from all walks of life can receive objective, competent advice to help them achieve their own financial objectives. You can work with us one time, or have an ongoing relationship...you choose!
Learn more about us on our website www.timepiecefp.com... See More

Ben Jennings, CFP, CLU, CPA/PFS
SoundView Advisors is a fee-only comprehensive financial planning firm with offices in Olympia and Seattle, WA.
At SoundView Advisors, we carry a strong conviction that your life is inherently valuable. How you plan and choose to invest your time, talents, and treasures greatly affects those close to you. We understand the ripple effects of financial decisions, and consider it a privilege to walk alongside our clients. Our business is planning for your future.... See More

Thomas McLean, AAMS, CFP, MSFP
Vestory is a Registered Investment Advisor (RIA) with offices in Bellevue, Olympia, and Lakewood, Washington as well as Phoenix, Arizona. Vestory is fully committed to being a fiduciary and helping clients create the best possible future by getting to the heart of your needs, wants, and fears. Additionally, with a focus on holistic planning, Vestory advisors bring together their knowledge of retirement, investment, inusrance, college, tax, estate, and charitable planning to provide you with robust solutions and ideas to achieve your goals.
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Norman Smith, AAMS, BA, CFP, CPA/PFS, MBA
We are a firm of Certified Public Accountants and Financial Planners, offering accounting, auditing, consulting, and tax services with an emphasis on fee-only financial planning services (cash flow, education funding, retirement planning, and investment management including wealth preservation). Norman Smith (CPA/CFP®) is dedicated to the financial planning dimension of the practice.... See More