Banking & Finance
Services are the hallmark of Magnolia. You can do your banking and financing, manage your mortgage, receive accounting assistance and prepare your taxes, select your insurance coverage, seek legal advice and counsel, and receive quality wealth management expertise here in Magnolia.
Banking, finance services, and Magnolia go together to solve your banking challenges, seize fiscal opportunities to increase your wealth and financial security, and meet your monetary management needs.
Edward Jones Financial Advisor – Grant Warner
Brian Chambers, Agent State Farm Insurance
We are LOCAL! Stop by our office today. | One stop shop for Auto, Home, Business & Life Insurance. | Washington State Notary | University of Massachusetts, Business Administration Graduate. | Over 15 Years of experience with State Farm. | Assisting in customer relocation to Washington Serving Seattle and surrounding areas. | 24/7 Service Available. | Auto Insurance Serving Seattle, Downtown, Ballard, Queen Anne, Magnolia, Interbay, Madison Park, SLU, Eastside. | Homeowners and Renters Insurance Serving Seattle, Downtown, Ballard, Queen Anne, Magnolia, Interbay, Madison Park, SLU, Eastside.
Mainspring Wealth Advisors LLC -Rory O’Sullivan (Private Wealth Advisor)
How much do I need to save for retirement?
My child’s education?
How do I generate income once I am retired?
Will my family be taken care of if something happens to me?
Why leave Magnolia when we can answer these questions right here in The Village?
To schedule an initial consult, or for more information and to review our disclosures, please follow the link below.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services.
US Bank
Edward Jones Financial Advisor – Matthew Charbonneau
Platinum Advisory Group – John Ochsner
Banner Bank
Whether you’re looking for a money market, certificate of deposit or a traditional savings account you’ll earn interest on any savings account. We’re excited to announce we’ve recently added a new high yield savings account to offer even more options for your savings needs.