Bankers Life

Bankers Life aims to provide real-life solutions through a comprehensive insurance product suite, brokerage offered through Bankers Life Securities, and Advisory Services offered through Bankers Life Advisory Services, Inc.  A defining characteristic at Bankers Life is our commitment to in-home visits with customers.  Instead of pushing our customers to toll-free numbers and web addresses to find answers and information on their own, we prefer to meet our customers face-to-face in the comfort and convenience of their own homes.

When you sit across the table from a Bankers Life agent, you’ll learn about insurance products and solutions that are appropriate for you and your family.  We take the time to get to know you – to understand your financial, health, and retirement concerns for your family and business.  Our office to support you is located at 1050 NE Hostmark St., Poulsbo, WA 98370

Bankers Life

1050 NE Hostmark St., Ste 202
Poulsbo, WA 98370 United States

Website

3609947235

Beth Bannon Kirscher, CPA

Beth specializes in tax planning and tax preparation services for individuals and small business owners.  A native to Washington, Beth was Valedictorian of her high school and earned her Bachelor’s degree from the University of Washington, Seattle.  While her husband was stationed overseas, she earned a Master’s in Accounting & Financial Management.  After gaining valuable experience at both small to mid-sized firms, she passed all 4 parts of the CPA exam on her first attempt.  Since then, she has continued to expand her knowledge with attestation services and by becoming a QuickBooks ProAdvisor.  With over a decade of experience in public accounting, Beth combines her attention to detail with her dedication to personal client relationships to help her clients with their tax and accounting needs.

19793 Hamilton Ct NE #101
Poulsbo, WA 98370 

360-908-8411

Boat Insurance Agency

The Boat Insurance Agency is an independent agency representing the best marine insurance companies. We carefully compare a number of policies to find the lowest premiums and best values for your boat insurance needs.

2601 W. Marine Pl Ste B
Seattle, WA 98199 

Website

206-285-1350

Bren Insurance Agency LLC

We provide risk identification services and risk management solutions for financially successful families, farms and businesses.  We help our clients better understand their unique exposure to property, liability and income losses and help reduce their exposure to unforeseen and uncovered losses.

We are backed by American National, founded in 1905 on the ideals of strong management and prudent investment, and it has stood the test of time, through world wars, recessions, the Great Depression and rapid technological changes.  For more than a century, American National has earned the faith of its policyholders and shareholders alike.  With over $100 billion of life insurance in force, American National is a strong conservative insurance company that has been rated A or higher for more than 75 years by rating agency A.M. Best.  American National was also named to Forbes 2017 “Most Trustworthy Financial Companies”.

8208 NE State Highway 104, Ste 103
Kingston, WA 98346-8430 

Website

360-855-7030

ByTheBook Keepers

ByTheBook Keepers specializes in bookkeeping and services for small business owners. Let us take care of your books so you don’t have to! Get started today.

18864 Front St., Suite 200
Poulsbo, WA 98370 

Website

408-438-0460

Clarke Whitney

Clarke Whitney, CPA, Inc. is one of the leading firms in and throughout Bremerton.  By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve.  Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

19083 Front St. NE #2
Poulsbo, WA 98370 

Website

360-779-4644 Ext 24

Columbia Bank

Columbia Bank is a Northwest community bank headquartered in Tacoma, Washington, with comprehensive solutions and expertise to meet the evolving needs of businesses and individuals.

20148 10th Ave. Ste B
Poulsbo, WA 98370 

Website

360-779-9889

Davis Financial Group

Serving Clients for over 40 years in tax and accounting, our firm employs Enrolled Agents and Certified Public Accountants to help you with your most complex financial needs

19301 8th Ave NE Suite D
Poulsbo, WA 98370 

Website

360-779-3506

E.K. Riley – E. R. Stern

Our financial advisors have access to an array of the highest quality products, cutting-edge technology, and the vital independence they need to deliver outstanding service to individual investors and small business owners. Everything we do reflects our commitment to provide the highest standards of personalized, professional service.

18467 Skog Court NE
Poulsbo, WA 98370 

Website

360-930-3234

Eagle Home Mortgage

Eagle Home Mortgage is a financial services subsidiary of Lennar Corporation, an S&P 500 real estate and financial services leader.

3261 NW Mt Vintage Way Ste #103
Silverdale, WA 98383 

Website

360-535-6017

Edgren, Hecker & Lemmon Insurance

EHL Insurance agency was formed in 2003 with the merger of two independent agencies, both located in Poulsbo, Washington, and each with a history dating back to the 1930’s. Today, EHL has two full-service agencies, one in Poulsbo and another in Port Angeles, WA. EHL has built its business on long-term, trusted relationships, and providing customized strategic solutions and services that tailored to meet the specific needs of its clients.

227 NW Lindvig Rd.
Poulsbo, WA 98370 

Website

800-929-1669

Edward Jones – Glenn Anderson; Financial Advisor

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

19032 NE Jensen Way
Poulsbo, WA 98370 

Website

360-779-7894

Edward Jones – Jessie Nino; Financial Advisor

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

19307 8th Ave NE, Suite B
Poulsbo, WA 98370 

Website

360-779-6450

Edward Jones – Robert W. Morgan; Financial Advisor

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference.

20270 Front Street NE, Suite 102
Poulsbo, WA 98370 

Website

360-598-3750

Edward Jones – Todd Tidball; Financial Advisor

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.


Poulsbo, WA 98370 

Website

360-779-6123

Jantz-Chisholm Insurance

Our family has worked closely with Allstate for years to help people with their insurance needs – from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too.

19045 State Hwy 305 N., Ste 204
Poulsbo, WA 98370 

Website

360-697-2446

JC Madison, Inc

For over 30 years, we have helped provide financial security for individuals, families, and businesses. Recognizing that everyone has different needs and objectives, we work hard to fully understand all the issues before suggesting any product or strategy.

18887 State Hwy 305, Ste 300
Poulsbo, WA 98370 

Website

360-779-1082

Key Bank

KeyBank Consumer Banking provides you with all you need to confidently manage your financial future – from branch-based deposit and investment products, personal finance services and loans to financial, estate and retirement planning, and asset management services.

19735 10th Avenue NE
Poulsbo, WA 98370 United States

Website

Kitsap Bank

To responsibly provide for the prosperity of our communities through continuous improvement and innovation.

19725 7th Ave NE
Poulsbo, WA 98370 

Website

360-779-7799

LendUs

LendUs is no stranger to getting our clients in the homes of their dreams. Established in 1998; we specialize in mortgages serving Oregon, Washington, Idaho and California. LendUs is a locally owned and operated company, headquartered in Lake Oswego, Oregon.

Mark J. Hanna founded the company over a decade ago and has built it from the ground up to be one of the most respected names in the Mortgage Industry. LendUs has grown to be one of the largest independent mortgage companies in the Northwest.

We specialize in residential mortgage loans, purchases, refinances, construction loans, reverse mortgages and debt consolidation. Each Senior Mortgage Specialist on staff has an average of 10 years experience in the mortgage industry.

4550 NW Newberry Hill Rd. #101
Silverdale, WA 98383 United States

360-509-1044

Liberty Tax Service

When you visit a Liberty Tax office, you can rely on real help from real people – and products and tax services with real benefits.

19689 7th Ave NE
Poulsbo, WA 98370 

Website

360-697-1040

New American Funding

Specializing in home loans. Whether you’re looking to refinance a VA Loan or compare FHA Loans to Conventional, we’re here to answer your questions.

19735 10th Ave NE, Suite N203
Poulsbo, WA 98370 

Website

360-271-3678

Peninsula Credit Union

We are proud to offer our members personal, friendly service, great rates and numerous financial products – all in the spirit of teamwork and cooperation.

Our business philosophy is best described by our mission statement: “We listen, we serve, we educate, we care… always.” We are conscious of our roots, mindful of our responsibilities and energized by our potential to aid our members in an increasingly complex financial world. We are involved in our communities and, like you, appreciative of the dramatic beauty and riches of the Olympic Peninsula.

21505 Market Pl NW, Ste 109
Poulsbo, WA 98370 

Website

360-697-3011 ext.3419

Pioneer Financial

Pioneer Financial, LLC is a full service mortgage broker, headquartered in Poulsbo Washington, Kitsap County. Experienced in every area of mortgage lending. We are dedicated to funding the best loan for you with the most desirable rate and terms.

20270 Front Street NE, Suite 101
Poulsbo, WA 98370 

Website

360-697-5444

PNW Financial

PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and high net-worth clients.

19980 10th Avenue NE, Suite 204B
Poulsbo, WA 98370 United States

Website

360-930-8129

Poulsbo Junction Insurance

At Poulsbo Junction Insurance, we’ll help you find Home, Auto, RV, Motorcycle, Classic Car, Boat, Business and Life insurance.As an Independent insurance agency, we are appointed with a variety of insurance carriers to find you the best protection.

19735 10th Ave. NE #N204
Poulsbo, WA 98370 

Website

360-779-4489

PrimeLending – Bainbridge Island

Whether you’re a first time homebuyer or you’re well-versed in the process, buying or refinancing a home can be an exciting and rewarding experience with PrimeLending. We take the time to listen and we’ll work with you to find a home loan that fits your needs. Here are just some of the ways we make it simple.

400 Winslow Wy NE #180
Bainbridge Island, WA 98110 

Website

206-780-6084

Schultz & Associates

Schultz & Associates, PS is a leading Kitsap Peninsula CPA firm.  Our staff of experienced Certified Public Accountants and associates are here to help with all of your tax and accounting needs.  We offer a broad range of CPA services for business owners, executives, independent professionals, non-profits and retirees.  We specialize in tax planning and preparation with extensive experience with business, estates and trusts.  As members of the American Institute of CPA’s we constantly strive to deliver top quality work customized to fit your individual needs.  Trust, integrity and service matter at Schultz & Associates, so we assure attention to detail.  We are affordable, experienced and friendly.

19679 Front Street
Poulsbo, WA 98370 

Website

360-779-5606
206-842-3408

Stasie Pike at Evergreen Home Loans

I am proud to be a Loan Officer at Evergreen Home Loans. I take pride in the ethical lending practices that this company values so strongly.   My career started in the mortgage business 14 years ago when I moved here from Seattle, a few years after graduating from the University of Washington. I began as a Loan Processor, working my way in to a Junior Underwriting position by 2004. In 2006 I began working as a Loan Officer, which is the position I hold today.   I truly enjoy what I do, working with a variety of clientele from first time homebuyers to sophisticated property investors.

19089 Jensen Way
Poulsbo, WA 98370 

Website

360-203-3158