Best Financial Advisors in Auburn, WA

The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Auburn area.

Mesfin Mekonnen CPA Firm

Mesfin Mekonnen CPA Firm

“Certified Public Accountant with extensive experience in full life cycle of general accounting, dynamic Financial Professional with more than 20 years of experience in improving the fiscal health of multi-sized organizations ranges from private compa...”
In Business Since 2021
3254 S 301st Pl, Auburn, WA
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Wood-Richardson & Co CPA

Wood-Richardson & Co CPA

(1)
Tax Services, Services For Quickbooks, Business Services
“Highly recommend them for business tax needs and general accounting.”
Transparent Fees & Pricing
In Business Since 2008
Serving Auburn Area
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Numbers Don't Lie, CPA

Numbers Don't Lie, CPA

(50)
Individuals, Financial Forecast Projections, Tax Planning and Budgeting
“I felt far less stressed once I started working with him, and he completed everything so quickly I was relieved to get it done with sooner than I expected.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
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Life Point Law

Life Point Law

(45)
Medicaid Planning, , Guardianships
“Nagaich and his staff, we knew we were in proper hands of people who not only knew the law thoroughly, but also valued the importance of family care above everything else.”
In Business Since 2017
31919 6th Ave S a100, Federal Way, WA
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The Nash Group P.S. Certified Public Accountants

The Nash Group P.S. Certified Public Accountants

(39)
Business Services, Consulting, Industries
“I recently started a small business and Chris was exactly what I needed in guiding me to be prepared both to start the business and in keeping it going.”
Licensed
Remote Consultations Available
In Business Since 2021
Serving Auburn Area
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Investors Portfolio Services

Investors Portfolio Services

(8)
Retirement Planning, Business Planning, Wealth Management
“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 1999
Serving Auburn Area
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Humble Sandhu Services

Humble Sandhu Services

(49)
  • Knowledge
  • Tax
  • Parents
“They applied for my moms citizen application and they were so nice and honest gave helpful advice, she also applied for our passports, and it was really fast and easy process.”
25748 101st Ave SE, Kent, WA
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R & I Tax & Bookkeeping Service

R & I Tax & Bookkeeping Service

(19)
Personal Services, Business Services
“I have been a client at R&I for over 15 years, and I will be a client as long as this business exists, in 15 years I have never been disappointed in the services.”
Transparent Fees & Pricing
In Business Since 2003
917 Pacific Ave #411-412, Tacoma, WA
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Commencement Financial Planning

Commencement Financial Planning

(22)
Investment Philosophy, Tax Planning, Estate Planning
“He has been a trusted fiduciary and has been a wealth of knowledge in both tax/estate planning and investment advice prior to our retirement and in retirement as well.”
Accepts Check
Transparent Fees & Pricing
In Business Since 2014
6521 Flanegan Rd W, Lakewood, WA
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Lyle Ward EA

Lyle Ward EA

(9)
Business Services, Tax Services, Industries
“As I sat across the desk from Gary Ward, I could easily see that not only was he very knowledgeable about best accounting practices, but he also had a wide array of experience to pull from.”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2008
315 39th Ave SW STE 9, Puyallup, WA
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Elevated Financial Management

Elevated Financial Management

(24)
  • Accounts
  • Questions
  • Knowledge
“As we prepared for our retirement years, Mark and his team extra effort was made to ensure that we are investing according to our goals, and in alignment with our risk tolerance, to obtain solid returns.”
In Business Since 2020
900 SW 16th St #300, Renton, WA
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Terry Law Firm

Terry Law Firm

(31)
Options For Paying For Nursing Home Care, Coping With Alzheimer’s, Emergency Medicaid and Nursing Home Planning
“Scott and Adrienne really took their time with us - explaining what a trust is and how it will help protect not only our assets but our loved ones too.”
Family Business
In Business Since 2000
Serving Auburn Area
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Better Business Tax & Accounting Corp.

Better Business Tax & Accounting Corp.

(7)
Estate & Trust Tax Services, Tax Solutions, Healthcare
“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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2015
241 S 4th Pl b, Renton, WA
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William B Hondle, CPA

William B Hondle, CPA

(2)
Business Services, Tax Services, Industries
“As always it's a pleasure working with bill”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
Serving Auburn Area
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Penny Lane Financial

Penny Lane Financial

(14)
Long-Term Care, Auto and Home Insurance, Annuities
“She secured us a loan when none of our banks or credit unions could - I highly recommended Penny Lane - they saved my house with an affordable Refi loan!”
In Business Since 2014
1804 W Union Ave #202, Tacoma, WA
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Batik Financial

Batik Financial

(13)
Terms of Use, Order Routing Practices, Crs/Disclosures
“He thoroughly reviews all your finances, carefully explains all the different options available to you, and makes finances a much less stressful subject.”
Accepts All Major Credit Cards
In Business Since 2016
10209 Bridgeport Way SW d10, Tacoma, WA
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Data Driven Decisions

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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
6716 East Side Dr NE Suite 1143, Browns Point, WA
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Jays Financial Services

Jays Financial Services

(6)
  • Tax
“A very nice office, professional advise..”
Free Initial Consultation
In Business Since 2022
1209 Central Ave S #177, Kent, WA
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Puget Sound Financial Strategies

Puget Sound Financial Strategies

(9)
  • Plan
  • Questions
“Eric and his crew are exceptional at their jobs, and make you feel like they personally care about your financial future as well as give you very sound financial advice.”
In Business Since 1998
4301 S Pine St Ste 363, Tacoma, WA
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Black Bishop Financial Group

Black Bishop Financial Group

(1)
Prevailing Wage Plans
“All in all, this was a very pleasant and stress-free meeting about my finances.”
Transparent Fees & Pricing
In Business Since 2013
5243 S Tacoma Way Suite I, Tacoma, WA
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Your Financial Solutions, CPA

Your Financial Solutions, CPA

(3)
TAX Services, Tax Preparation, NON Profit Services
“Valerie is very personable, pays attention to detail and patiently walks you through the process as well as makes recommendations on what to consider based on your situation.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 1992
Serving Auburn Area
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Hue Tran Cpa

Hue Tran Cpa

(4)
“I have NEVER knowen another human that has his morals , integrity, honesty or work ethics.”
Free Initial Consultation
In Business Since 2016
1702 Duvall Ave NE, Renton, WA
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Bulwark Capital Management

Bulwark Capital Management

(4)
Financial Planning, Retirement Planning, Annuities
“My 4 years at Bulwark has seen constant out performance of markets and other benchmarks.”
In Business Since 2017
1001 S Yakima Ave, Tacoma, WA
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Madison Financial Group

Madison Financial Group

(8)
  • Quickbooks
  • Organized
  • Team
“The service with her firm is exceptional and I encourage anyone looking for an operation that can keep their books straight, in an easy and efficient manner, to use Madison Financial Group!”
In Business Since 2022
608 W Pioneer Ave, Puyallup, WA
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Retirement Planning and Investment Management Services in Auburn, WA Cost Estimates

Minimum cost
$1132
Maximum cost
$9615
National Average
$3394
Avg Per Hour Rates
$340
$2263
$6222
Average price range is based on 336 cost profiles
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Average Cost $3394
Minimum cost $1132
Maximum cost $9615
Avg Per Hour Rates $340

Average range $2263 to $6222 is based on 336 cost profiles.

Why these companies made our list

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