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Sumeet K. Bedi, CPA

(12)

Tax Services, Services For Individuals, Business Services

“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.”

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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...”

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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...”

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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...”

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Ross Financial

Who We Are, What We Do

“The goal of this 60-minute meeting is to get to know you and get clear on your financial goals, needs & concerns. There is no cost for this meeting. However, to make this meeting as productive as possible, we require a confidential financial question...”

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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.”

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Quantified Financial Partners

“Americans consistently underestimate the amount of time they need to plan in retirement – the average American couple retiring at 65 should plan on income for at least 30 years. Inevitably, you and your advisor (including us) will get some of the ass...”

Featured

I've been slammed for a couple weeks but what a doozy of a couple weeks from a Seattle sports:nnSounders lost 1-0 to LAFC. LAFC played well, the Sounders created opportunities, but I've never heard a stadium react to a referee that way. That was crazy - not the reason the Sounders didn't advance.nnThe Huskies won the P12 Championship, are in the College Football Playoffs and are playing Coach Sark (UW coach from 2009-2013). Saw an info graphic that every state besides Michigan, Texas, Alabama and Florida is rooting for the Huskies. Florida is rooting for FSU who didn't make the CFP but still has a shot at a national title IF a one loss Alabama or Texas team wins the CFP and FSU beats Georgia.nnWAIT WASN'T THE CFP SUPPOSED TO END THIS DEBATE?!?nnAdditionally, the Seahawks and Kraken have fallen apart - Lots of losing close games. The Kraken keep shooting themselves in the foot with bad turnovers and sloppy play. They simply aren't scoring in 5 on 5 like they did last year. Some regression was expected but they outshot the Devils by a 2-1 ratio and lost 2-1 despite a flurry of chances in the 3rd period.

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Creditceo

(33)

Account
Company
Collections

“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!!!”

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CEG Life Insurance Services

(50)

Emails
Questions
Policies

“Bethany Carlson was a very professional and friendly agent to work with, and she gave me a great long term care policy with great coverage and low premiums.”

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Sam

(7)

Services For Individuals, Real Estates, Business Accounting Solutions

“I always come to Sam for my tax refund every year, and they provide a great service all the times.”

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Francis & Company

(9)

New Business Formation, IRS Seizures, Elder Care

“They are awesome!”

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Truewealth Financial Partners

(23)

Retirement
Information
Mind

“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...”

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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...”

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(25)

“The only bad thing about this area is that parking is a nightmare and most of the time you have to go around and around to find somewhere to park, especially if you go at night due some parking lots closing at 8-9pm”

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Average Cost	$3022
Minimum cost	$1008
Maximum cost	$8562
Avg Per Hour Rates	$303

Best Financial Advisors in Bothell, WA

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

Sumeet K. Bedi, CPA

Burnell Financial

Palisade Investments

Olympic Wealth Management

Ross Financial

Swagerty and Gardner Financial Group

Quantified Financial Partners

Creditceo

CEG Life Insurance Services

Sam

Francis & Company

Moser Wealth Advisors

Atkinson Wealth Strategies

James Russell

Better Tomorrow Financial

750ispossible,llc

Sound Planning Group

Evergreen Gavekal

Truewealth Financial Partners

Gale E Smith CPA

Silva Business Solutions

Millward Accounting & Bookkeeping

Leading Retirement Solutions

Russell Investments

Retirement Planning and Investment Management Services in Bothell, WA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bothell

Popular in Bothell