Federal Way, WA

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Federal Way, WA
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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

Numbers Don't Lie, CPA

(50)
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.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
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Life Point Law

Life Point Law

(45)
, 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.”
In Business Since 2016
31919 6th Ave S a100, Federal Way, WA
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The Retirement Solution

The Retirement Solution

(13)
  • 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, ...”
In Business Since 2014
Free Initial Consultation
Accepts Cash, Debit
18300 Redmond Way #250, Redmond, WA
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Capital Partners Wealth Management

Capital Partners Wealth Management

(13)
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.”
In Business Since 2022
605 E Sunset Way, Issaquah, WA
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Batik Financial

Batik Financial

(13)
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.”
In Business Since 2017
Accepts All Major Credit Cards
10209 Bridgeport Way SW d10, Tacoma, WA
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Michael Griffin, CPA

Michael Griffin, CPA

(1)
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.”
In Business Since 2005
Free Initial Consultation
Transparent Fees & Pricing
Accepts Debit
520 Kirkland Way Suite 400, Kirkland, WA
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Merrill Edge Business Financial Solutions Advisor

Merrill Edge Business Financial Solutions Advisor

(6)
  • 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.”
In Business Since 2010
Transparent Fees & Pricing
15401 Westminster Way N, Shoreline, WA
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Hersman, Serles, Almond

Hersman, Serles, Almond

(6)
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.”
In Business Since 1991
Accepts All Major Credit Cards
520 Kirkland Way # 300, Kirkland, WA
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Black Bishop Financial Group

Black Bishop Financial Group

(1)
Prevailing Wage Plans
“All in all, this was a very pleasant and stress-free meeting about my finances.”
In Business Since 2013
Transparent Fees & Pricing
5243 S Tacoma Way Suite I, Tacoma, WA
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Decisionpoint Financial

Decisionpoint Financial

(15)
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.”
In Business Since 2018
5727 Baker Way NW #107, Gig Harbor, WA
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Apella Wealth

Apella Wealth

(5)
  • 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...”
In Business Since 2014
2821 Northup Way # 250, Bellevue, WA
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Commencement Bay CPA

Commencement Bay CPA

(7)
  • 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.”
In Business Since 2020
Transparent Fees & Pricing
Serving Federal Way Area
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Wood-Richardson & Co CPA

Wood-Richardson & Co CPA

(1)
Business Services, Services For Quickbooks, Tax Services
“Highly recommend them for business tax needs and general accounting.”
In Business Since 2007
Transparent Fees & Pricing
Serving Federal Way Area
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North Financial

North Financial

(5)
  • Small Business
“We could highly recommend him for your tax season forms.”
In Business Since 2014
Locally Owned & Operated
Serving Federal Way Area
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Jarvis Financial

Jarvis Financial

(2)
“The entire team is committed to the fiduciary standard and are only interested in the client's success and financial security.”
In Business Since 1995
33308 13th Pl S Suite 3, Federal Way, WA
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Trellis Advisors

Trellis Advisors

“Looking for investment and financial advisory services in Bellevue, Washington? Highland Private Wealth Management can help. Learn more here.”
In Business Since 2014
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
8804 Roosevelt Way NE, Seattle, WA
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Main Street Wealth Advisors

Main Street Wealth Advisors

In Business Since 2017
Accepts All Major Credit Cards
33801 1st Way S Suite 271, Federal Way, WA
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Sawston Wealth Management

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...”
In Business Since 2015
2010 Caton Way SW #204, Olympia, WA
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Integrity Financial Corporation

Integrity Financial Corporation

(8)
“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.”
In Business Since 2016
2821 Northup Way # 120, Bellevue, WA
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Agate Pass Investment Management

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...”
In Business Since 2010
Locally Owned & Operated
Serving Federal Way Area
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Nadian Associates

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.”
In Business Since 2022
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
2505 S 320th St UNIT 260, Federal Way, WA
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Steven Bentley, Waddell & Reed

Steven Bentley, Waddell & Reed

(1)
“Knowledge financial advisor who listens to his client's values and advises accordingly.”
In Business Since 2019
Serving Federal Way Area
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Hearthstone Group, A Division of Singerlewak

Hearthstone Group, A Division of Singerlewak

(7)
“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.”
In Business Since 2006
Family Business
Serving Federal Way Area
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Mainspring Wealth Advisors

Mainspring Wealth Advisors

(1)
Who We Serve
“I'm not a big investor, but Jeremy has always treated me as though I was.”
In Business Since 2004
Serving Federal Way Area
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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
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Average Cost $3475
Minimum cost $1159
Maximum cost $9845
Avg Per Hour Rates $348

Fair range $2317 to $6370 is based on 296 cost profiles.

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