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

“Mesfin Mekonnen, CPA Firm is a public accounting firm located in Auburn, WA and aimed at providing a variety of accounting services such as preparing, reviewing and auditing financial statement; tax planning and preparation for individuals, businesse...”
In Business Since 2021
3254 S 301st Pl, Auburn, WA
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Matthew Klippert - Thrivent

Matthew Klippert - Thrivent

20 M St NE Suite B, 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 2006
Serving Auburn Area
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Life Point Law

Life Point Law

(44)
Medicaid Planning, , Guardianships
“Having witnessed two close family members live out their lives in very expensive, very poorly managed nursing homes, I wanted to find a different plan for my husband and myself.”
In Business Since 2017
31919 6th Ave S a100, Federal Way, WA
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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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Terry Law Firm

Terry Law Firm

(28)
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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Numbers Don't Lie, CPA

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.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
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Elevated Financial Management

Elevated Financial Management

(24)
  • Confident
  • 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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The Nash Group P.S., Certified Public Accountants

The Nash Group P.S., Certified Public Accountants

(26)
Business Services, Consulting, Industries
“They communicate, know their stuff, have quick turn around times, and every person I have spoken with in the office are just genuinely nice and caring people.”
Licensed
Accepts All Major Credit Cards
In Business Since 1983
Serving Auburn Area
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Strong, Jacob & Associates

Strong, Jacob & Associates

(8)
  • Debt
“He stayed persistent in his communication with me until I got to where I needed to be....”
Licensed, BBB Accredited
Free Initial Consultation
In Business Since 2010
33530 1st Way S STE 102B, Federal Way, WA
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R & I Tax & Bookkeeping Service

R & I Tax & Bookkeeping Service

(14)
Personal Services, Business Formation Course, 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.”
Below Average Price Tag
Transparent Fees & Pricing
In Business Since 2005
917 Pacific Ave #411-412, Tacoma, WA
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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 2013
241 S 4th Pl b, Renton, WA
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Penny Lane Financial

Penny Lane Financial

(14)
Estate Planning, 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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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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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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Batik Financial

Batik Financial

(10)
Terms of Use, Order Routing Practices, Crs/Disclosures
“In addition, Steve is extremely knowledgeable when it comes to retirement plans for Washington state educators---so if you are a teacher or administrator or work in a school district, he is a huge resource.”
Accepts All Major Credit Cards
In Business Since 2018
10209 Bridgeport Way SW d10, Tacoma, WA
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Jays Financial Services

Jays Financial Services

(5)
  • Tax
“Helped in my returns in a very professional, knowledgeable and accommodating way.”
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)
  • 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 2000
4301 S Pine St Ste 363, 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 1990
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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Yasmin L. Caldwell, CPA P.S.

Yasmin L. Caldwell, CPA P.S.

(4)
Accounting Services, Tax Services
“I love that she can answer even the hardest questions and lets me know of anything new that will affect me at tax time.”
In Business Since 2008
Serving Auburn Area
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Brink & Sadler Cpas

Brink & Sadler Cpas

(3)
“I have worked with Josh Peter's and he really cares about you and your families taxes.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1995
Serving Auburn Area
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Commencement Bank

Commencement Bank

(7)
“Great service and even tho I'm NOT a customer with them, they were extremely helpful and dedicated to making sure my banking needs were taken care of.”
In Business Since 2006
1102 Commerce St, Tacoma, WA
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Bulwark Capital Management

Bulwark Capital Management

(2)
Financial Planning, Retirement Planning, Annuities
“The one thing he needs to add in his radio program when he suggests people call him is "call us, but only if you have at least $500,000 dollars.”
In Business Since 2017
1001 S Yakima Ave, Tacoma, 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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