Best Financial Advisors in Burien, WA

The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Burien area.

Sunrise Financial

Sunrise Financial

(7)
  • Company
  • Retirement
  • Team
“I attended the dinner with a friend and so happy I did, made an appointment and the team was nothing but nice in my last minutes docs to them, I found Janice to be very authentic, compassionate, and willing to listen.”
In Business Since 2009
431 SW Ambaum Blvd SW, Burien, 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 Burien Area
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Creditceo

Creditceo

(34)
  • Collections
  • House
  • Credit Score
“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!!!”
Licensed, BBB Accredited
Emergency Services
Free Initial Consultation
In Business Since 2015
701 5th Ave Suite 4200, Seattle, WA
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CEG Life Insurance Services

CEG Life Insurance Services

(50)
  • Application
  • Long Term Care
  • Policy
“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.”
Transparent Fees & Pricing
In Business Since 2009
611 4th Ave. suite a, Kirkland, WA
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Numbers Don't Lie, CPA

Numbers Don't Lie, CPA

(50)
Individuals, Financial Forecast Projections, Tax Planning and Budgeting
“I felt far less stressed once I started working with him, and he completed everything so quickly I was relieved to get it done with sooner than I expected.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
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Briarwood Financial

Briarwood Financial

(49)
  • Establishing
  • Debt
  • Team
“Benjamin, Karalena and their team are with you every step of the way; their knowledge base is vast and impressive, along with an impressive detail orientated mindset.”
In Business Since 2020
Serving Burien Area
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Raymond Lyle CPA

Raymond Lyle CPA

(37)
Business Services, Tax Services, Industries
“I highly recommend his services as he is the one CPA I can count on for all my quarterly and annual filings as well as plannings for city, state and federal.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
4701 SW Admiral Wy #128, Seattle, WA
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Life Point Law

Life Point Law

(45)
, ,
“My wife and I have been working with Rajiv Nagaich and the Lifepoint Law team for the past several months preparing our all-inclusive estate plan that includes legal (will), finance, health and housing issues.”
In Business Since 2017
31919 6th Ave S a100, Federal Way, WA
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Sam

Sam

(12)
Business Accounting Solutions, Insurance Solutions, Investment Strategies
“Very friendly and price is reasonable!!!”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
1400 S Jackson St #3, Seattle, WA
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Alterra Advisors

Alterra Advisors

(39)
  • Goals
  • Strategy
  • Grant
“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)
Chinese Businesses, New Business Formation, Payroll Tax Problems
“They are awesome!”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1984
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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2010
2135 112th Ave NE STE 100, Bellevue, WA
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Atkinson Wealth Strategies

Atkinson Wealth Strategies

(5)
Private Wealth Management, Risk Management, Independent Financial Planning
“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.”
Licensed, BBB Rating: A+
In Business Since 2019
11900 NE 1st St Suite 300, Bellevue, WA
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Humble Sandhu Services

Humble Sandhu Services

(49)
  • Form
  • Knowledge
  • Tax
“They applied for my moms citizen application and they were so nice and honest gave helpful advice, she also applied for our passports, and it was really fast and easy process.”
25748 101st Ave SE, Kent, WA
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Cory Garnaas CPA PSC

Cory Garnaas CPA PSC

(4)
“Cory has remarkable attention to detail and is an extremely skilled CPA.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1992
Serving Burien Area
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Truewealth Financial Partners

Truewealth Financial Partners

(25)
  • Meeting
  • Future
  • Mind
“Glenn made us feel at ease in the office and virtually, he helped us map out a future financial plan for when we retire and steps to better our plan as we get there, thanks so much for everything.”
In Business Since 2016
915 118th Ave SE Suite 140, Bellevue, WA
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Evergreen Gavekal

Evergreen Gavekal

Research, Family Office, Alternative Investments
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 2015
1412 112th Ave NE Suite 100, Bellevue, WA
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Elevated Financial Management

Elevated Financial Management

(24)
  • Social Security
  • Accounts
  • Questions
“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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Gale E Smith CPA

Gale E Smith CPA

(15)
Quickbooks Services, Advisory Services, Virtual CFO
“I refer family, friends and business clients to her all the time because I trust her completely as a CPA that is always on top of any changes in tax law.”
Remote Consultations Available
In Business Since 2006
1550 140th Ave NE STE 202, Bellevue, WA
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Leading Retirement Solutions

Leading Retirement Solutions

(13)
White Label Services, Plan Administration, Record Keeping
“They make it so easy for us to be compliant with our 401k plan by providing reminders, completing the majority of our submissions for us and their software is very easy to use.”
Offers Financing Options
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
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Pennywise Tax & Accounting

Pennywise Tax & Accounting

(9)
Business Services, Tax Services, Services For Quickbooks
“Takes the time to answer any and all questions so that I understand, and even found a way to increase our refund with her knowledge due to our taxes being more complicated this year.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
5287 Olympic Dr B, Gig Harbor, WA
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Millward Accounting & Bookkeeping

Millward Accounting & Bookkeeping

(8)
Services For Quickbooks, Industries, Business Services
“I have had several opportunities to work with Tim Millward - his expertise, understanding, ability to explain complicated issues and follow through to completion is excellent.”
Transparent Fees & Pricing
Offers Financing Options
Remote Consultations Available
In Business Since 2021
5608 17th Ave NW Ste 1285, Seattle, WA
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Gevers Wealth Management - Financial Advisors

Gevers Wealth Management - Financial Advisors

(20)
  • Evaluating
  • Estate
  • Meetings
“They have continued to help us fulfill our financial goals through our kids college and weddings times three, both our retirements and moving to our new home”
In Business Since 2005
Serving Burien Area
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Genuity B2B

Genuity B2B

(3)
Business Services, Tax Services, Industries
“I definitely recommend Genuity B2B Positive Responsiveness, Quality, Professionalism, Value”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2019
1700 7th Ave #2100, Seattle, WA
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Retirement Planning and Investment Management Services in Burien, WA Cost Estimates

Minimum cost
$1032
Maximum cost
$8766
National Average
$3094
Avg Per Hour Rates
$310
$2063
$5673
Average price range is based on 253 cost profiles
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Average Cost $3094
Minimum cost $1032
Maximum cost $8766
Avg Per Hour Rates $310

Average range $2063 to $5673 is based on 253 cost profiles.

Why these companies made our list

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