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Wood-Richardson & Co CPA
Business Services, Services For Quickbooks, Tax Services
“Highly recommend them for business tax needs and general accounting.”
Best Financial Advisors in Federal Way, WA
The highest-rated Financial Planning & Wealth Management companies out of 113 vetted & reviewed in the Federal Way area.
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Numbers Don't Lie, CPA
Individuals, Employee Retention Credit, Excise Taxes
“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.”
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Life Point Law
, Annual Maintenance Agreement,
“After initially attending one of Rajiv Nagaich's seminars on elder care planning we could see immediately that Rajiv understood the special needs of a senior family member and the issues of care, paying for care, and protecting ones assets.”
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The Retirement Solution
- Strategies
- Questions
- Risk
“They started by asking me about my life, work experience, my family, potential heirs, plans for working further, current assets, current and future sources of income, potential inheritances, ...”
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Capital Partners Wealth Management
Financial Planning, Insurance, Wealth Management
“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.”
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Batik Financial
Privacy, Crs/Disclosures, Order Routing Practices
“He thoroughly reviews all your finances, carefully explains all the different options available to you, and makes finances a much less stressful subject.”
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Michael Griffin, CPA
Services For Individuals, Quickbooks Services, Tax Services
“He explained things clearly when I had questions, he didn't charge a fee eventhough he could have done so.”
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Merrill Edge Business Financial Solutions Advisor
- Loan
- Stress
“She assisted us with our credits which was very much unfeasible for us to get, yet she made it conceivable by securing ceaselessly to get us our Advances.”
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Hersman, Serles, Almond
Businesses, Estate Planning, Individuals
“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.”
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Black Bishop Financial Group
Prevailing Wage Plans
“All in all, this was a very pleasant and stress-free meeting about my finances.”
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Decisionpoint Financial
Aviation, Overview, Behavioral Finance
“Not only does Decision Point handle my deferred compensation account responsibly, they manage the money of our 130+ union members with Lacey Professional Firefighters.”
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Apella Wealth
- Retirement
- Advisor
- Seminars
“We're retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment wor...”
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Commencement Bay CPA
- Finances
“We initially went to John for our personal tax returns, and what followed was a journey of restructuring my personal and business finances based on his wise, measured advice.”
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North Financial
- Small Business
“We could highly recommend him for your tax season forms.”
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Jarvis Financial
“The entire team is committed to the fiduciary standard and are only interested in the client's success and financial security.”
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Sawston Wealth Management
“Sawston Wealth Management, LLC is a registered investment adviser in the State of Washington. We may not transact business in states where we are not appropriately registered, excluded, or exempted from registration. Individualized responses to perso...”
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Trellis Advisors
“Looking for investment and financial advisory services in Bellevue, Washington? Highland Private Wealth Management can help. Learn more here.”
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Main Street Wealth Advisors
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Integrity Financial Corporation
“Their customer service stands out, which is why I chose to invest my money with a boutique firm, they take every level of client as serious as the next, whether you're investing $1,000 or $1,000,000, you will be treated like family and with respect.”
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Agate Pass Investment Management
“Registered Investment Advisors Agate Pass Investment Management, LLC is a Northwest-based investment management firm, locally owned and operated by a team of highly-experienced investment professionals. We manage your money by building personalized f...”
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Nadian Associates
Services For Individuals, Services For Quickbooks, Industries
“Nadian Associates PC is licensed in WA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
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Steven Bentley, Waddell & Reed
“Knowledge financial advisor who listens to his client's values and advises accordingly.”
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Hearthstone Group, A Division of Singerlewak
“Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wife's concerns at home.”
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Mainspring Wealth Advisors
Who We Serve
“I'm not a big investor, but Jeremy has always treated me as though I was.”
Retirement Planning and Investment Management Services in Federal Way, WA Cost Estimates
Minimum cost
$1159
Maximum cost
$9845
National Average
$3475
Avg Per Hour Rates
$348
$2317
$6370
Fair price range is based on
296 cost profiles
Why these companies made our list
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