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Financial Planning Resources for Federal & Postal Employees

Financial Professionals in Washington

Listings below are alphabetized by city. Listings in the same city are alphabetized by the name of the firm or professional.

Federal Benefits Advisors
Poulsbo, WA
Understanding federal benefits is challenging, but they are the same for federal employees regardless of where they live or work. A written Benefit Analysis report is provided for a federal employee to better understand their benefits and how to best utilize those benefits both for themselves and their family…

Watson Financial Services, Inc.
Spokane, WA
Troy Watson is a former Human Resource Manager with the federal government (Dept of Defense) and has an extensive wealth of knowledge about federal employee benefits within the CSRS and FERS retirement systems…

Other Professionals Serving Washington

Listings below are alphabetized by state

Federal Employee Advocates
Tucson, Chandler and Phoenix, AZ
As a federal benefits specialist and fiduciary, Justin has been serving FERS & CSRS employees since 2008. He specializes in providing comprehensive federal benefit consultations covering your 6 main federal benefits…

The Connolly Retirement Group
Anaheim, CA
Since 1992, Pete Connolly has been dedicated to helping federal employees build wealth and protect their assets. We recommend only those products and services that can be tailored to suit our clients’ unique needs. The Connolly Retirement Group is independent so our loyalty belongs exclusively to our clients and NOT a financial institution…

Federal Retirement Investment Advisers, LLC
Orlando, FL
I work exclusively with Federal Employees & Retirees. As a 25-year civil servant, I know how complicated our retirement system is. That’s why I followed my passion and started a firm just to help federal employees like you and me…

Dillard Financial Solutions, Inc.
Sumter, SC
Dillard Financial Solutions, Inc. is a company that specializes in Federal Benefits. We help individuals understand their benefits, so they can effectively plan and make choices for a confident retirement…

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.