Sparks Financial Services
“We are constantly “in the loop” and meet at least once a year to review investment strategies, but we have the opportunity to meet as often as we'd like.”
Best Financial Advisors in Bothell, WA
15 firms listed · 5 in Bothell · 1 open weekends · 11 rated 4.5+
Data verified October 17, 2026
Burnell Financial
“Dwayne gave me the Financial guidance I was looking for in an easy access, comfortable setting.”
Palisade Investments
Swagerty and Gardner Financial Group
Quantified Financial Partners
CEG Life Insurance Services
“He also followed up with me every step of the way from the application until my new policy was active.”
The 15 firms listed for Bothell, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bothell, WA
Of the 15 firms we list here, 5 are in Bothell itself and 10 come from towns including Kirkland (3, 5 mi), Bellevue (3, 13 mi) and Seattle (2, 12 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 691 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "communication" and "patient". 1 is open on Saturdays. 4 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bothell take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Sound Planning Group
“My husband and I look forward to continuing our retirement journey with Loren and his team by our side, knowing that we are in capable hands.”
Better Tomorrow Financial
“He was extremely knowledgeable and our planning sessions were as much about education as actually getting things setup.”
Fulcrum Wealth Advisors
“It's been great having Jim Falcone as my Financial advisor, be explains the market and how I fit into that market it's been a great partnership.”
James Russell
“Navigating the complexities of estate taxes is not easy and we will always be grateful for how much they stepped in with support and guidance and high level professionalism during a difficult time.”
The Retirement Solution
“Have them help you take the worry out of retirement.”
Evergreen Gavekal
“Jeff Dicks is honest, clear, will spend as much time as necessary, does not over promise results and listens carefully to what you have to say.”
Accountability Services
“Really responsive and collaborative approach for business owners.”
Gale E Smith CPA
“Gale has helped me and my spouse for years with both our personal and business taxes as well as financial planning for us and our two children.”
Silva Business Solutions
“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.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
