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Financial Services

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Our members are presented equally regardless of their alphabetical positioning.
For an alphabetized list of these results CLICK HERE.



Sound Financial Planning Inc.
William Morrissey, CFP
650 Mullis Street, Suite 101
Friday Harbor, WA 98250
Visit our Website
(360) 378-3022
Fax: (360) 378-3023

With over 30 years of experience, we are a fee only comprehensive wealth management firm here to assist clients in making Sound Financial decisions that are in harmony with their goals, values and dreams.

Heritage Bank
Laura Sandstrom
535 Market Street, Suite A
Friday Harbor, WA 98250
Visit our Website
(360) 370-5641
Fax: (360) 240-4910

Heritage Bank is a full service community bank committed to serving the personal and commercial banking needs of its customers with 68 branch locations.

Edward Jones
Jonathan Piff
849 Spring Street, Suite B-1
Friday Harbor, WA 98250
Visit our Website
(360) 378-5071
Fax: (360) 378-4351

Financial Services full range of brokerage and advisory services long term care insurance.

Key Bank
Annie Harkess
Branch Manager
95 Second Street South
Friday Harbor, WA 98250
Visit our Website
(844) 539-8864
Fax: (425) 482-2212

The 12th largest National Bank. We provide investment management,retail & commercial banking & consumer finance. Most importantly, we provide local, professional & friendly service. Stop in & see us.

Lake Kennedy McCulloch CPAs PS
Chris Compton
425 Caines Street Suite A
Friday Harbor, WA 98250
Visit our Website
(360) 378-2496
Fax: (360)378-2662

Tax Planning and Preparation; Business Consulting; Financial Planning; Accounting; Bookkeeping; Payroll. Serving The San Juan Islands Since 1985


Eagle Home Mortgage
Tracy James
260 Spring St Suite 5
Friday Harbor, WA 98250
Visit our Website
(360) 298-7413
206-201-9878
Fax: 855-836-3810

More Info  Map 

Full service mortgage loan office.

Islanders Bank
Martha Alvarado
225 Blair Ave
Friday Harbor, WA 98250
Visit our Website
(360) 378-2265

We understand our communities and how they work and strive to provide products and services to help island residents and businesses achieve their financial goals.
Funds deposited locally stay in the Islands via a variety of loan products available to individuals, businesses and municipal entities.
We have over 50 staff members in San Juan County. Staff and Board members support local organizations by volunteering their time and efforts.
We proudly donate over $50,000 each year to local organizations and charities. Islanders Bank invites you and your business to experience community banking.