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BEST RATED ANCHORAGE, AK FINANCIAL SERVICES

3 Best Financial Services in Anchorage, AK

Expert-recommended Top 3 Financial Services in Anchorage, Alaska. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Veritas Wealth Management - Anchorage, AK Financial Services
Veritas Wealth Management - Anchorage, AK Financial Services
Veritas Wealth Management - Anchorage, AK Financial Services
Best Financial Services in Anchorage AK - Veritas Wealth Management video
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VERITAS WEALTH MANAGEMENT

(4.8 Score)
2665 East Tudor Road, Suite 202,
Anchorage, AK 99507 Directions

Since 2007

Specialty:

✓ Retirement Planning ✓ Insurance Planning ✓ Investment Strategy ✓ Comprehensive Wealth Management

"Veritas Wealth Management is a team that works with many individuals and has clients at every career stage, from just starting to living in retirement. Chad Hufford is the founder of the firm. He graduated from the University of Alaska and, seeing the great need for holistic financial advice and coaching, opened his financial service practice in 2007 in Anchorage, Alaska. He currently serves clients and their families across the U.S. By partnering with well-known brands like Dave Ramsey and Dimensional Funds, Veritas Wealth Management offers the tools, knowledge, and expertise needed to guide you toward your financial goals. Their process starts by getting to know you and your goals. They will create a plan tailored to your needs. They believe a detailed planning process can be one of the most effective ways to create financial security.

2026 Update: Veritas Wealth Management hears your goals and dreams and creates a financial blue-print and investment portfolio crafted around your life and needs, and ensures that your plan continues to fit your needs with ongoing wealth coaching and planning."

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License #10150767

Contact:

(907) 561-2462

Mon-Fri: 9:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Baobab Wealth Management - Anchorage, AK Financial Services
Baobab Wealth Management - Anchorage, AK Financial Services
Baobab Wealth Management - Anchorage, AK Financial Services
Best Financial Services in Anchorage AK - Baobab Wealth Management video
3+ YEARS IN TBR
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BAOBAB WEALTH MANAGEMENT

(4.6 Score)
721 Depot Drive,
Anchorage, AK 99501 Directions

Since 2015

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Asset Management ✓ Income Planning ✓ Pension Maximization Strategy ✓ Life Insurance ✓ College Education Programs ✓ Disability ✓ Long Term Care Planning

"Baobab Wealth Management is an independent fiduciary financial advisor firm. Jimmy Miller is the founder of Baobab Wealth Management. He is registered with the SEC and holds life and health insurance licenses. With a focus on retirement income planning, James specializes in serving a diverse clientele, including Americans, expats, cross-border families, and foreign nationals. Baobab Wealth Management's main objective is to help clients in navigating their specific challenges and provide clarity and guidance in preparing for the present and future. They help clients clarify their financial goals and determine realistic plans to achieve them. Schedule a free introductory meeting with one of their experts.

2026 Update: Baobab Wealth Management provides no cost and no obligation for your first consultation."

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License CRD #333561

Contact:

(907) 317-8454

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Clem Financial - Anchorage, AK Financial Services
Clem Financial - Anchorage, AK Financial Services
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CLEM FINANCIAL

(4.6 Score)
615 East 82nd Avenue, Suite 104,
Anchorage, AK 99517 Directions

Since 2021

Specialty:

✓ Business Planning ✓ Estate Planning ✓ Retirement Planning ✓ Disability and Life Insurance ✓ Income Annuities ✓ Investments

"Clem Financial is dedicated to building strong relationships with clients and seeks to exceed your expectations in every interaction. Shannon Clem is the owner of Clem Financial. Shannon and his team develop personalized recommendations for clients with the intention of providing long-term benefits. Clem Financial always looks for new solutions and is dedicated to giving the same quality service to all its clients. Their mission is to protect clients' investments even when the market is down by understanding their goals and creating a plan to reach them. During a consultation, they will provide a detailed analysis and recommendations. Together, they will implement these recommendations and keep track of progress.

2026 Update: Clem Financial believes in a customized approach that focuses on your specific goals and challenges. They are dedicated to client service with effective communication and building strong relationships with clients and satisfying their expectations."

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License CRD #5128254

Contact:

(907) 382-3318

Mon-Fri: 8am - 5pm
Sat & Sun: closed

TBR® Inspection Report:

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VERITAS WEALTH MANAGEMENT REVIEWS

If you're in need of financial planning advice, especially for retirement and deciding on your next financial moves, we highly recommend Veritas Wealth Management. One of their planners, Greg Parret, was outstanding in guiding my husband Dustin and I through our options. He was very knowledgeable about pensions and the different types of retirement accounts and took the time for several meetings to help us understand what goal to focus on next. We now feel much more confident about our financial future thanks to his expertise and generosity and look forward to working with him and Veritas down the road.

Working with Brandon and the Veritas team has been a truly reassuring experience. Brandon takes the time to explain our financial plan clearly and thoughtfully, and we genuinely feel our future is in trusted, capable hands. We’re grateful for the care and professionalism they bring, and wholeheartedly recommend them.

I met with Chad Hufford at Veritas last week. Every time I talk with him I am impressed with his market insight and his investment savvy. I know that I can trust that he has done his research and that my financial future is in good hands.

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BAOBAB WEALTH MANAGEMENT REVIEWS

Jimmy at Baobab Wealth Management has a wealth of experience on how to best advise in any financial situation. He honors that each client’s situation requires very individual investigation in order to best prepare for future wealth building. Further he masters the skill of balancing international investment and taxation needs of his clients with a keen eye on the holistic and longterm challenges and opportunities. I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.

Baobab Wealth Management is truly top-notch! Even while working on Jimmy’s boat, he took the time to share valuable and insightful advice about planning for the future and increasing wealth over time. His depth of knowledge and ability to explain financial strategies in a clear and practical way was impressive. I look forward to working with him more in the future and diving into his book to learn even more. Highly recommend Baobab Wealth Management for anyone looking for expert guidance on financial growth and security!

A pleasure to work with Jimmy, not just for long term planning but also to learn more about the financial world.

CLEM FINANCIAL REVIEWS

Shannon has been my financial advisor for almost two years now. Unfortunately, I had started my retirement fund late in life. I expected to have to work for the rest of my life, in some capacity. I was absolutely elated when Shannon was able to maneuver me into a position of being able to retire in 5 years with a modest, but completely livable income! He has also been proactive in monitoring and researching various WA law changes, as I no longer live in AK. I am grateful for his caring and diligent service, and recommend him highly.

Shannon is the perfect financial advisor for our family. We liked his personality immediately and found him to be both a positive presence and incredibly knowledgeable. He helped my husband and I invest in life insurance and has offered us resources and advice that are already helping us shape a better financial future for ourselves. I would highly recommend Clem Financial and highly value Shannon's wealth of information. We are excited to continue investing with Shannon's guidance and consulting him as our needs grow.

Shannon is a wealth of knowledge. He always goes above and beyond to help me. He is never in a rush and he takes the time to explain things to me so I understand. I would highly recommend using Shannon if you are in need of a financial consultant.

TBR® Inspection Score Report

VERITAS WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

BAOBAB WEALTH MANAGEMENT Total Inspection Points: 111/120
Acknowledgments: 8
Complete Info: 8
Experience: 8
Reviews Study: 8
Current Evaluation: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CLEM FINANCIAL Total Inspection Points: 110/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Experience: 8
Business Images: 9
Website Standard: 9
Contact Info: 10
License: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10