Anchorage, AK2 financial planners near you

Where do you need the financial planner?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Anchorage Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Anchorage.

  • 17 years in business
William D.
Verified review

The Team at Affinity was Awesome!!!! They organized my retirement, helped me establish a Trust to protect my family, as well as gave me a 4pt higher guaranteed return on monies from my IRA. I was a little Leary at first, as a predisposition to financial planners. However, after meeting with Affinity each week for 8 weeks. They taught me more then i could ever imagine in regards to proper insurance and estate planning. Kudos to Faunus and his crew - after the 2nd meeting, i knew more about my retirement benefits then what my HR Manager told me in 20 years at the power company. Keep up the great work Affinity, ive already referred 3 other retirees to them. This is the best decision ive ever made, well perhaps next to marrying my wife!

About

Tegeler Advisory Services, LLC (TAS) is an independent fee-only Alaska registered investment advisory firm located in Wasilla, Alaska. TAS provides investment management and financial planning to individuals as well as business entities.

Hire skilled professionals for absolutely everything.