Troy Kunz, Financial Advisor

FINANCIAL ADVISOR
Troy W Kunz

CFP®, AAMS™
1120 12th Street, Anacortes, WA 98221opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Cycling
  • Scuba Diving
  • Traveling
  • Art & Theater
  • Volunteering

Team Members

  • Janie Crane
    Associate Financial Advisor
    AAMS™
  • Kristen Murphy
    Sr. Branch Office Administrator
  • Tiffannie Pierce
    Sr. Branch Office Administrator
  • LeeAnne Payne
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(360) 293-4581

Fax

(888) 822-4561

Office Address

1120 12th Street
Anacortes, WA 98221opens in a new window

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