Bothell, WA

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Bothell, WA
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Best Financial Advisors in Bothell, WA

The highest-rated Financial Planning & Wealth Management companies out of 186 vetted & reviewed in the Bothell area.

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Sumeet K. Bedi, CPA

Sumeet K. Bedi, CPA

(16)
Tax Services, Services For Individuals
“My husband and I recently moved to another state, and were so impressed with how, using the technologies available now such as secured document portal, Zoom and of course e-mail, our tax filing experience was seamless and stress less.”
In Business Since 2016
Transparent Fees & Pricing
24003 Bothell Everett Hwy #200, Bothell, WA 98021
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Burnell Financial

Burnell Financial

(7)
Financial Services, Wealth Management Strategies
“In the height of the pandemic, Dwayne spent hours on the phone with me strategizing ways to make my early retirement work and financially secure a very uncertain future for my wife and I - and this was all before I had invested a single cent with him...”
In Business Since 2015
19125 N Creek Pkwy S # 120, Bothell, WA 98011
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Palisade Investments

Palisade Investments

“Palisade Investments, LLC is regstered with the U.S. Securities and Exchange Commission. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to per...”
In Business Since 2014
Free Initial Consultation
2903 199th Pl SE, Bothell, WA
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Olympic Wealth Management

Olympic Wealth Management

“Olympic Wealth Management is a privately-owned, independent Registered Investment Advisory (RIA) firm. We take pride in being small enough to give our clients the attention they deserve while still being powerfully connected to a network of expert fi...”
In Business Since 2010
19125 N Creek Pkwy #120, Bothell, WA 98011
Featured

Olympic Wealth Management specializes in working with current and former employees of The Boeing Company. Eric is a proven, independent expert on Boeing’s suite of retirement benefits. Whether you’re an active Boeing employee, already retired, nearing retirement, or facing a layoff, Eric has the experience and resources you need to make important financial decisions unique to Boeing associates. Many current and former Boeing employees are satisfied clients of Olympic Wealth Management. You can be too.

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Swagerty and Gardner Financial Group

Swagerty and Gardner Financial Group

“We utilize our 30 years of experience and expertise to craft a comprehensive financial plan based upon your unique situation and goals, and guide you through the expected and unexpected changes in your life.”
In Business Since 2013
22232 17th Ave SE #205, Bothell, WA 98021
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Quantified Financial Partners

Quantified Financial Partners

“If you think you don't need a financial planner, you're wrong. The large mutual fund company are not individualizing their offerings to you. They're giving out a 'one size fits all' that meet the masses. There should be nothing more personal to you t...”
In Business Since 2017
Transparent Fees & Pricing
22232 17th Ave SE #307, Bothell, WA
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Gale E Smith CPA

Gale E Smith CPA

(15)
Tax Services, Personal Financial Planning, Quickbooks Services
“I have used her services through many personal financial endeavors, such as opening a business, selling a business, buying and selling investment property, and even when I had to close a different business; through thick and thin, she and her staff h...”
In Business Since 2006
Remote Consultations Available
1550 140th Ave NE STE 202, Bellevue, WA
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Creditceo

Creditceo

(34)
  • Collections
  • Company
  • Questions
“I never in a million years thought we wpuld be able to buy a house due to my credit i was young and dumb once but i reached out to jesse and a few months later we are buying a house!!!”
In Business Since 2015
Free Initial Consultation
Licensed, BBB Accredited
Emergency Services
701 5th Ave Suite 4200, Seattle, WA
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CEG Life Insurance Services

CEG Life Insurance Services

(50)
  • Application
  • Questions
  • Emails
“She was very helpful and patient with all our questions--we had plenty of them, but she was able to help us get the information we needed for our situation.”
In Business Since 2009
Transparent Fees & Pricing
611 4th Ave. suite a, Kirkland, WA
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Sound Planning Group

Sound Planning Group

(50)
  • Fiduciary
  • Retirement
  • Guide
“Sound Planning takes the time to educate me on these details within my account and brings me the confidence to override my anxiety and fear in financial matters.”
In Business Since 2006
11411 NE 124th St #255, Kirkland, WA
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Sam

Sam

(12)
Services For Individuals, Real Estates, Business Accounting Solutions
“Very friendly and price is reasonable!!!”
In Business Since 2007
Offers Financing Options
Licensed, BBB Rating: A+
Free Initial Consultation
1400 S Jackson St #3, Seattle, WA
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Alterra Advisors

Alterra Advisors

(39)
  • Goals
  • Team
  • Needs
“Not only have they provided incredible guidance for me personally, but I referred my parents and my sister so they can support an even more holistic approach to multi-generational estate planning.”
In Business Since 2013
500 108th Ave NE Unit 1700, Bellevue, WA
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Francis & Company

Francis & Company

(9)
New Business Formation, IRS Seizures, Elder Care
“They are awesome!”
In Business Since 1985
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
200 W Mercer St Ste 208, Seattle, WA
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Moser Wealth Advisors

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...”
In Business Since 2009
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2135 112th Ave NE STE 100, Bellevue, WA
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Atkinson Wealth Strategies

Atkinson Wealth Strategies

(5)
Independent Financial Planning, Private Wealth Management, Risk Management
“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.”
In Business Since 2018
Licensed, BBB Rating: A+
11900 NE 1st St Suite 300, Bellevue, WA
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James Russell

James Russell

(4)
Accounting, Trusts & Estates, Business Advisory
“I've known Tracy Moshinsky at James Russell CPA firm for several months now and have referred many clients to her simply because I know I can trust her and that my clients will be in good hands (and ALL of them have come back to me with rave reviews ...”
In Business Since 2002
Licensed, BBB Rating: A+
Serving Bothell Area
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750ispossible,llc

750ispossible,llc

(25)
Free Credit Consultation, Free In-Depth Credit Analysis, Free Credit Recommendations
“I was floundering trying to collect some data points on how to proceed with some credit score problems and Phil was the only one who answered my questions succinctly in a free consultation.”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
13620 61st Ave SE, Everett, WA
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Better Tomorrow Financial

Better Tomorrow Financial

(19)
  • Patient
  • Financial Advisor
  • Communication
“My husband and I were looking for a reputable financial advisor to help us plan for retirement and ensure we were making the right choices with our investments.”
In Business Since 2020
Free Initial Consultation
12526 Dayton Ave N, Seattle, WA
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Truewealth Financial Partners

Truewealth Financial Partners

(25)
  • Meeting
  • Retirement
  • Fiduciary
“We are just starting out and don't have much of a portfolio, but Glenn and Patrick went out of their way to help us out, took plenty of time to get to know our needs, put together a detailed set of guidelines in multiple areas tailored to our specifi...”
In Business Since 2016
915 118th Ave SE Suite 140, Bellevue, WA
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Evergreen Gavekal

Evergreen Gavekal

Private Wealth, Taxation, Family Office
In Business Since 2016
Licensed, BBB Rating: A+
Accepts Cash
1412 112th Ave NE Suite 100, Bellevue, WA
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Leading Retirement Solutions

Leading Retirement Solutions

(13)
Plan Design, Plan Termination, Support & Guidance
“LRS guided me through the process of appealing this massive penalty and they appealed to the IRS on my behalf and I just received a letter from the IRS saying that the $23,000+ penalty has now been waived!!!!”
In Business Since 2011
Offers Financing Options
2226 Eastlake Ave E, Seattle, WA
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Silva Business Solutions

Silva Business Solutions

(1)
“Silva very patiently and thoroughly handled all the tax related business around my sister's estate - including the closing of her small law office - and walked me through what I needed to know and do.”
In Business Since 2009
Licensed, BBB Rating: A+
12006 98th Ave NE #100, Kirkland, WA
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Millward Accounting & Bookkeeping

Millward Accounting & Bookkeeping

(8)
Business Services, Services For Quickbooks, Industries
“Really, he was a great business coach and helped me develop some habits that made my books easier to keep and now I have him managing everything for me so I can just pop in periodically and check on things & actually understand what I'm looking for a...”
In Business Since 2021
Remote Consultations Available
Transparent Fees & Pricing
Offers Financing Options
5608 17th Ave NW Ste 1285, Seattle, WA
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Genuity B2B

Genuity B2B

(3)
Services For Individuals, Services For Quickbooks, Business Services
“I am very satisfied with Genuity B2B level of service, the services were completed in a timely manner and were digestible and easy to understand.”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
1700 7th Ave #2100, Seattle, WA
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Retirement Planning and Investment Management Services in Bothell, WA Cost Estimates

Minimum cost
$1008
Maximum cost
$8562
National Average
$3022
Avg Per Hour Rates
$303
$2015
$5540
Fair price range is based on 496 cost profiles
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Average Cost $3022
Minimum cost $1008
Maximum cost $8562
Avg Per Hour Rates $303

Fair range $2015 to $5540 is based on 496 cost profiles.

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Wealth Management Advisors near Bothell

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