View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

Sam

(12)

Tax Refund

“Very friendly and price is reasonable!!!”

i

View Profile

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.”

i

View Profile

Moser Wealth Advisors

i

The 24 firms listed for Burien, 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: Burien, WA

The 24 firms on this page are rated from 3.8 to 5.0 across 454 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and value (73%). The topics that come up most in reviews of the firms on this page are "communication" and "knowledge". 5 are open on Saturdays and 3 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), personal financial planning (2), real estates (2), retirement planning (2) and risk management (2). 5 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 38 years. 4 offer payment plans and 7 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 22 list a public email and 9 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 any financial advisers listed for Burien offer a free first meeting?

7 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

View Profile

Atkinson Wealth Strategies

(5)

“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.”

i

View Profile

Cory Garnaas CPA PSC

(4)

“Cory has remarkable attention to detail and is an extremely skilled CPA.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

Evergreen Gavekal

i

View Profile

Gale E Smith CPA

(15)

Financial
Responsive

“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.”

i

View Profile

Leading Retirement Solutions

(13)

Information
401k
Communication

“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.”

i

View Profile

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”

i

View Profile

Better Business Tax & Accounting Corp.

(7)

“Hi Everyone , We are customer with B,B TAX long time ago and owner of the company is very nice ,kind, knowledgeable , understandable , AFFORDABLE FEES, professional with punctuality, Always Phone answered on time.”

i

View Profile

The Retirement Solution

(13)

Future
Strategies
Seminar

“What truly impressed us was his ability to translate complex financial concepts into easily understandable terms, empowering us to make informed decisions every step of the way.”

i

View Profile

Capital Partners Wealth Management

(13)

Goals
Passion
Financial Advisor

“I recently switched my investments and life insurance to Chris during the pandemic; its an understatement to say this has been a time of great uncertainty.”

i

View Profile

Conestoga Wealth Partners

(8)

Advisor
Retirement

“As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor.”

i

View Profile

Data Driven Decisions

(9)

Bookkeeping
Questions
Information

“Katy has the remarkable ability to uncover and present the key pieces of information that you need to make the decisions that will help your business thrive and grow.”

i

View Profile

Stone 8 Wealth Management

(9)

Assets
Hands

“When my parent passed away 6 years ago, he took us under his wing and helped us navigate through the financial red tape to transfer, consolidate and protect and preserve our assets.”

i

View Profile

Millennial Wealth

(9)

Questions

“This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently.”

i

View Profile

Heggerness & Bronk CPA Group

(8)

“He has worked through our situation of business owners, and a host of other tax issues, This company stands behind you, and you can always count on them for your tax issues or concerns.”

i

View Profile

Jays Financial Services

(6)

Tax

“A very nice office, professional advise..”

i

View Profile

Hersman, Serles, Almond

(6)

Accountant

“Whether you are an individual, family, small business or large business owner, they are top of the line when it comes to timeliness and professionalism.”

i

Best Financial Advisors near Burien, WA

Sunrise Financial

CEG Life Insurance Services

Briarwood Financial

Sam

Alterra Advisors

Moser Wealth Advisors

Area overview: Burien, WA

Atkinson Wealth Strategies

Cory Garnaas CPA PSC

Truewealth Financial Partners

Elevated Financial Management

Evergreen Gavekal

Gale E Smith CPA

Leading Retirement Solutions

Gevers Wealth Management - Financial Advisors

Better Business Tax & Accounting Corp.

The Retirement Solution

Capital Partners Wealth Management

Conestoga Wealth Partners

Data Driven Decisions

Stone 8 Wealth Management

Millennial Wealth

Heggerness & Bronk CPA Group

Jays Financial Services

Hersman, Serles, Almond

Why these companies made our list

Financial Advisors near Burien

Popular in Burien