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

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.”
In Business Since 2016
Transparent Fees & Pricing
24003 Bothell Everett Hwy #100, 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 2013
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
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Ross Financial

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...”
In Business Since 2015
17921 Bothell Everett Hwy Suite 106, Bothell, WA 98012
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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 1993
22232 17th Ave SE #205, Bothell, WA 98021
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Quantified Financial Partners

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...”
In Business Since 2017
Licensed
22232 17th Ave SE #307, Bothell, WA
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Creative Money

Creative Money

(10)
  • Team
“" and when I was writing this review, those words stuck in my head: if you have ever worried about money (everyone) and don't know where to turn, then your hard work is done, because you've found Mindy and Creative Money.”
In Business Since 2010
1201 3rd Ave #2200, Seattle, WA
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Creditceo

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!!!”
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)
  • 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.”
In Business Since 2009
Transparent Fees & Pricing
611 4th Ave. suite a, Kirkland, WA
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Sam

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.”
In Business Since 2004
Offers Financing Options
Licensed, BBB Rating: A+
Free Initial Consultation
1400 S Jackson St #3, Seattle, WA
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Francis & Company

Francis & Company

(9)
New Business Formation, IRS Seizures, Elder Care
“They are awesome!”
In Business Since 1986
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 2010
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 2017
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 2003
Licensed, BBB Rating: A+
Serving Bothell Area
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Better Tomorrow Financial

Better Tomorrow Financial

(19)
  • Financial Advisor
  • Retirement
“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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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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Sound Planning Group

Sound Planning Group

(26)
  • Tax
  • Investments
  • Social Security
“I can honestly say that I go to bed and put my head on the pillow feeling very good about my financial status and knowing that my wife and I are in a fantastic place thanks to the efforts of Sound Planning Group and especially Loren”
In Business Since 2006
11411 NE 124th St #255, Kirkland, WA
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Evergreen Gavekal

Evergreen Gavekal

Private Wealth, Taxation, Family Office
In Business Since 2013
Licensed, BBB Rating: A+
Accepts Cash
1412 112th Ave NE Suite 100, Bellevue, WA
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Truewealth Financial Partners

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...”
In Business Since 2016
915 118th Ave SE Suite 140, Bellevue, 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
Accepts All Major Credit Cards
Remote Consultations Available
1550 140th Ave NE STE 202, Bellevue, 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 2008
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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Russell Investments

Russell Investments

(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”
In Business Since 2013
Transparent Fees & Pricing
1301 2nd Ave #18, 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.

Why these companies made our list

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