The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Burien area.
Learn how we score.
Prominent finalists A-Z in Burien
Atkinson Wealth Strategies
Better Business Tax & Accounting Corp.
Briarwood Financial Planning
CEG Life Insurance Services
Cory Garnaas CPA PSC
Creditceo
Data Driven Decisions
Elevated Financial Management
Evergreen Gavekal
Francis & Company
Gale E Smith CPA
Goldbloom Wealth Management
Leading Retirement Solutions
Life Point Law
Millward Accounting & Bookkeeping
Moser Wealth Advisors
Numbers Don’t Lie, CPA
Presidio Financial Group
Raymond Lyle CPA
SAM Income TAX
Stride Accounting Solutions
Strong, Jacob & Associates
Sunrise Financial
Truewealth Financial Partners
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Stride Accounting Solutions
(2)
“Helped me straighten out my business, get everything in order, and keep everything in order.”
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Sunrise Financial
(4)
“They care that it is important to find the right plan to fit your needs.”
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Briarwood Financial Planning
(14)
Retirement
Debt
Investment
“Knowing first hand his financial planning and wealth management processes I would high recommend him and Briarwood Financial Planning to anyone looking to create and preserve Generational Wealth.”
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Creditceo
(28)
Account
Collections
Credit Score
“Jesse was very helpful with any questions I had along the way and in less than a year he raised my score from 573-761, I never would have been able to achieve those result on my own.”
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Raymond Lyle CPA
(24)
Business Services, Tax Services, Industries
“I can't tell you how much of a relief it was to have someone guide me through getting my taxes done correctly, especially after such a difficult year.”
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Francis & Company
(9)
Chinese Businesses, New Business Formation, Payroll Tax Problems
“They are awesome!”
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Elevated Financial Management
(25)
Risk
Funds
Retirement Planning
“We had our plans pretty well established but thru Mark and the team we have learned of other tools and programs to improve and enhance our future including estate protection.”
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Life Point Law
(30)
Estate Planning, Guardianships, Special Needs Trust
“Not going to lie; the process is comprehensive and very thorough and as clients we have spent time doing "homework" and talking with and visiting other life care experts.”
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Moser Wealth Advisors
“Moser Wealth Advisors is a wealth management firm based in Bellevue, Washington. We provide customized tax and investment advisory services designed to simplify, protect and enhance the financial affairs of businesses and individuals via our affiliat...”
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Numbers Don't Lie, CPA
(30)
Information
Questions
“I've trusted my taxes to Numbers Don't Lie for the past few tax seasons and each time I end up with rapid response, knowledgeable support, easy data entry, and a defensible tax file that I am confident in.”
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CEG Life Insurance Services
(30)
Needs
Product
Professional
“Bethany Carlson was a very professional and friendly agent to work with, and she gave me a great long term care policy with great coverage and low premiums.”
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Atkinson Wealth Strategies
(5)
Estate Planning, Professional Wealth Management, Education Planning
“It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.”
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SAM Income TAX
(3)
Business Accounting Solutions, Insurance Solutions, Investment Strategies
“Very friendly and price is reasonable!!!”
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Strong, Jacob & Associates
(8)
Debt
“He stayed persistent in his communication with me until I got to where I needed to be....”
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Data Driven Decisions
(9)
Tax Services, Services For Quickbooks, Industries
“Katy has the remarkable ability to uncover and present the key pieces of information that you need to make the decisions that will help your business thrive and grow.”
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Cory Garnaas CPA PSC
(2)
“Cory has remarkable attention to detail and is an extremely skilled CPA.”
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Evergreen Gavekal
“Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review ...”
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Millward Accounting & Bookkeeping
(8)
Services For Quickbooks, Industries, Business Services
“I have had several opportunities to work with Tim Millward - his expertise, understanding, ability to explain complicated issues and follow through to completion is excellent.”
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Gale E Smith CPA
(15)
Accountants
“I refer family, friends and business clients to her all the time because I trust her completely as a CPA that is always on top of any changes in tax law.”
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Better Business Tax & Accounting Corp.
(7)
Law Firms, Tax Preparation For Businesses, IRS Liens
“Hi Everyone , We are customer with B,B TAX long time ago and owner of the company is very nice ,kind, knowledgeable , understandable , AFFORDABLE FEES, professional with punctuality, Always Phone answered on time.”
“He helped us understand the fundamentals of asset allocation and ran multiple simulations so we could make informed choices about our eventual portfolio.”
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Goldbloom Wealth Management
(15)
Goals
Knowledge
Investment
“If you are looking for a personalized service dealing with your family assets (financial and others), wills, estate planning, tax saving strategies, etc.”
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Leading Retirement Solutions
(10)
White Label Services, Plan Administration, Record Keeping
“They make it so easy for us to be compliant with our 401k plan by providing reminders, completing the majority of our submissions for us and their software is very easy to use.”
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Presidio Financial Group
(9)
Wealth Management, Insurance, Financial Planning
“His knowledge, integrity, and passion make him a great resource for anyone looking to better plan for their financial future while taking into consideration the factors in life we cannot control.”
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Retirement Planning and Investment Management Services in Burien, WA Cost Estimates