Top annuities financial advisors in Aberdeen, WA

Paul Grabski is a financial advisor at Twin Harbors Wealth Management LLC with 32 years of industry experience. He has held positions at Twin Harbors since 2020 and previously worked at D.A. Davidson & Co. for 11 years. He holds Series 63 and Series 66 licenses. Twin Harbors Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, churches, corporations, and pension/profit-sharing plans. The firm uses a customized, asset-allocation approach with ETFs, mutual funds, and individual securities, operating as a fiduciary with both discretionary and non-discretionary authority, including ERISA 3(38) plan management and participant education.

Susan Schreiner is a CFP® and Series 65 registered advisor with three years of industry experience. She is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA, where she has provided financial planning since 2023. Prior to this, she has experience working with H&R Block in tax preparation and education roles at Grays Harbor College and Pittsburg State University. Schreiner also offers seasonal tax preparation and audit representation services through her firm. Schreiner Financial Solutions provides fee-only, hourly financial planning and tax preparation services to individuals and small businesses. The firm emphasizes a passive, long-term investment approach with recommendations based on Modern Portfolio Theory, and combines financial planning with in-house tax services by an Enrolled Agent.

Osiel Rivera is a financial advisor at Edward Jones in Aberdeen, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Harbor Physical Therapy and ATI Physical Therapy and was employed at CWU Wildcat Shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Edwin Klein is a financial advisor with OSAIC in Aberdeen, WA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes 21 years at D.A. Davidson & Co. and four years at Kestra Private Wealth Services. Klein also maintains an active LLC related to a retail annuity business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms and transitions.

Hunter Larson is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the firm since 2016. Larson is an investor in SHARPE FA, LLC, a non-investment-related entity based in Aberdeen, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.