Tacoma, WA

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Best Financial Advisors in Tacoma, WA

The highest-rated Financial Planning & Wealth Management firms out of 316 vetted & reviewed in the Tacoma area.

Slusser Financial

Slusser Financial

Best of 2022
(1)
Services, Products, Advanced Planning
“Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether it's personal, business needs, or estate planning strategies.”
Scott Slusseris an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA License# 4044430), CO, FL, GA, IA, NC, NY, OR, TX and WA. No insurance business may be conducted outside the specific states referenced.
In Business Since 2017
1201 Pacific Ave, Tacoma, WA
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Penny Lane Financial

Penny Lane Financial

(13)
Medicare Planning, Life Insurance, Long-Term Care
“If you want people who care and someone you can trust visit Penny Lane.”
NMLS #1905686
In Business Since 2014
1804 W Union Ave #202, Tacoma, WA
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Conestoga Wealth Partners

Conestoga Wealth Partners

(9)
Accumulation, Estate Planning, Business Planning
“As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor.”
In Business Since 2011
Serving Tacoma Area
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Batik Financial

Batik Financial

(2)
“He has been our financial advisor for the past 5 years and even though we have moved recently to Seattle - we continue to meet with Steve as he lets us know of new opportunities to live our last years with financial stability.”
Accepts All Major Credit Cards
In Business Since 2014
10209 Bridgeport Way SW d10, Tacoma, WA
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Sound Financial Strategies

Sound Financial Strategies

(1)
“He has given me great advise on how to protect myself and my son for the future.”
In Business Since 1995
4301 S Pine St #457, Tacoma, WA
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Commencement Bay CPA

Commencement Bay CPA

(7)
  • Finances
“John contacted the by mail and then followed up with a phone call that resulted in them reviewing my appeal in a timely manner and then they agreed with my appeal.”
Transparent Fees & Pricing
In Business Since 2011
Serving Tacoma Area
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Black Bishop Financial Group

Black Bishop Financial Group

(1)
“All in all, this was a very pleasant and stress-free meeting about my finances.”
5243 S Tacoma Way Suite I, Tacoma, WA
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Jim Garrison Financial

Jim Garrison Financial

(1)
“I've recommended him to multiple people and everyone I know has had the same reaction - Jim is fantastic!”
Serving Tacoma Area
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Batanian Financial Group

Batanian Financial Group

(1)
“Batanian and his staff to all my friends and relatives.”
Timothy Batanian (CA Insurance License #0I23500 ), is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies collectively in the states of AK, AZ, CA, ID, MA, OR, TX, UT, WA. No insurance business may be conducted outside of these states referenced.
In Business Since 2014
Serving Tacoma Area
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Investors Portfolio Services

Investors Portfolio Services

(3)
Retirement Planning, Wealth Management, Business Planning
“A month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well.”
Licensed, BBB Rating: A+
In Business Since 1997
Serving Tacoma Area
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Symmetry Financial Group Tacoma

Symmetry Financial Group Tacoma

(6)
  • Families
“I started out as a client and she helped me get some great coverage in place to protect my family and was given the opportunity to go out and help families myself.”
Remote Consultations Available
In Business Since 2018
Free Initial Consultation
7304 Lakewood Dr W Suite 22, Lakewood, WA
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Retirement Planning and Investment Management Services Estimated Cost in Tacoma, WA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 159 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Average range $2060 to $5665 is based on 159 cost profiles.

Why these companies made our list

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