Kirkland, WA

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Kirkland, WA
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Best Financial Advisors in Kirkland, WA

The highest-rated Financial Planning & Wealth Management companies out of 154 vetted & reviewed in the Kirkland area.

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CEG Life Insurance Services

CEG Life Insurance Services

(50)
  • Long Term Care
  • Emails
  • Policy
“Daniel Adams made my life insurance application so smooth, so quick and so easy that I decided to choose CEG versus the other 2 insurance companies that I was dealing with.”
Transparent Fees & Pricing
In Business Since 2009
611 4th Ave. suite a, Kirkland, WA
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Sound Planning Group

Sound Planning Group

(50)
  • Confidence
  • Guide
  • Financial Planning
“Special shout out to Debbie whose efforts on my behalf answering questions and handling the important details to help manage my account exemplifies the quality that is the highest standard at SPG.”
In Business Since 2006
11411 NE 124th St #255, Kirkland, 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.”
Licensed, BBB Rating: A+
In Business Since 2006
12006 98th Ave NE #100, Kirkland, WA
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Michael Griffin, CPA

Michael Griffin, CPA

(1)
Business Services, Quickbooks Services, Tax Services
“He explained things clearly when I had questions, he didn't charge a fee eventhough he could have done so.”
Accepts Debit
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2004
520 Kirkland Way Suite 400, Kirkland, WA
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Hersman, Serles, Almond

Hersman, Serles, Almond

(6)
Individuals, Estate Planning, Businesses
“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.”
Accepts All Major Credit Cards
In Business Since 1990
520 Kirkland Way # 300, Kirkland, WA
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Martin, Bircher, Thompson

Martin, Bircher, Thompson

(3)
Bookkeeping Services, Tax Return Preparation and Tax Planning, Financial Statement Preparation (Compilation Reports)
“They do my bookkeeping, tax planning, end of year accounting, personal taxes, key factor reporting, reconciliation, and help with payroll and financial planning.”
In Business Since 2012
11400 98th Ave NE #200, Kirkland, WA
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Kirkland Financial Advisers

Kirkland Financial Advisers

(1)
“I came in with no experience with investing and was skeptical, and Shaun has been wonderful to work with.”
Free Initial Consultation
In Business Since 2012
1524 Market St #100, Kirkland, WA
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Kaizen Financial Advisors

Kaizen Financial Advisors

(1)
Strategic Alliances, Who We Serve, What Fiduciary Means
“Kaizen team provided a great experience that was perfectly tailored to our new retired life!”
In Business Since 2010
4030 Lake Washington Blvd NE # 308, Kirkland, WA
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Get Priorities Straight

Get Priorities Straight

(3)
  • Plan
  • GPS
“He then helped us make better decisions on how to move, invest and utilize strategies to take more vacations and have a better plan in place for emergencies.”
YNAB, YNAB Certified
In Business Since 2018
7023 124th Ave NE, Kirkland, WA
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Myicon: Your Personal CFO

Myicon: Your Personal CFO

(1)
“They tailored my portfolio based on my expectations and needs; Matt is very detail-oriented and knowledgeable re: the market, and is willing to be flexible as unexpected exigencies come up.”
In Business Since 2000
520 6th St South, Kirkland, WA
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KCW Accountancy Corporation

KCW Accountancy Corporation

Internal Controls, Tax Services, Business Services
“To best assist you, we offer our services in English and Mandarin. We are happy to meet you in person at our comfortable office, consult over the phone, or discuss strategies on a Zoom call. Our experts are flexible and offer a wide range of hours to...”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2004
12506 128th Ln NE building b-5, Kirkland, WA
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Soundmark Wealth Management

Soundmark Wealth Management

(2)
Employer Services, Wealth Management Services
“A very knowledgable and trustworthy company!”
In Business Since 2018
11400 98th Ave NE # 301, Kirkland, WA
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Hudlow Leslie J CPA

Hudlow Leslie J CPA

“We are a full-service Accounting firm licensed in WA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Services for Individuals”
Accepts All Major Credit Cards
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2007
11335 NE 122nd Way Suite 105, Kirkland, WA
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Bertram Solutions

Bertram Solutions

Business Clients, Private Clients
“Fiduciary investment advice requires eliminating conflicts of interest wherever possible. As such, our team of financial planners and investment advisors takes great pride in conducting thorough in-house research. We continuously analyze markets, ass...”
Free Initial Consultation
In Business Since 2017
1525 4th St, Kirkland, WA
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Voldal Wartelle & Co PS

Voldal Wartelle & Co PS

Business Management, Taxes, Audit & Accounting
“For 50 years, VWC professionals and staff have furthered that approach by means of effective listening, insightful consultation, trusted advising, and enthusiastic collaboration. We strive to be “all in” through the ups and downs of our clients' busi...”
In Business Since 1980
10510 Northup Way, Kirkland, WA
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Capital Enhancement Group

Capital Enhancement Group

(1)
“After talking with Ray, I learned information that enabled me to consider additional options thar helped me in making the best decision for me.”
603 4th Ave., Kirkland, WA
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Clara Hollin Lincoln Financial Advisors

Clara Hollin Lincoln Financial Advisors

“Prior to becoming part of the Premier Partners® Program* of Osaic FA, Inc., and Member of Sagemark Consulting Private Wealth Services Group, an internal Osaic FA organization of top planners who focus on clients in the high net worth market, she spen...”
CRPC Certified
Accepts All Major Credit Cards
In Business Since 2011
826 6th St South #201, Kirkland, WA
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Private Asset Management

Private Asset Management

“Ever considered what "financial success" truly means to you? Beyond numbers and investments, lies a world of possibilities waiting to be explored. Let us guide you on a journey of self-discovery to unlock your deepest financial aspirations.”
In Business Since 1996
3740 Carillon Point, Kirkland, WA
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Open Advisors - Seattle

Open Advisors - Seattle

Licensed
In Business Since 2018
826 6th St South #201, Kirkland, WA
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Schmidt Financial Management

Schmidt Financial Management

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“Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, insurance or legal advice.”
In Business Since 2022
3435 Carillon Point, Kirkland, WA
Featured

Zig Ziglar once said "You don't build a business. You build people, and people build the business." That belief is also shared by Glenda Schmidt, who has been steadfast in her support of team development at Schmidt Financial Group. In an industry of "me" she continues to emphasize the "we." Which is why it's no surprise to us that she's being recognized again as a Forbes Best-In-State Advisor. Congratulations, Glenda.

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Creditceo

Creditceo

(34)
  • House
  • Questions
  • Credit Score
“Jesse never fails to impress with prompt, thoughtful replies that are always open-ended - meaning, he is happy to help you explore different options and even advocate on your behalf if your problem becomes more complicated.”
Licensed, BBB Accredited
Free Initial Consultation
Emergency Services
In Business Since 2015
701 5th Ave Suite 4200, Seattle, WA
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Raymond Lyle CPA

Raymond Lyle CPA

(37)
Business Services, Industries, Services For Quickbooks
“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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Sam

Sam

(12)
Business Accounting Solutions, Investment Strategies, Real Estates
“I appreciate all his hard work and attention to detail.”
Licensed, BBB Rating: A+
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
1400 S Jackson St #3, Seattle, WA
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Alterra Advisors

Alterra Advisors

(39)
  • Strategy
  • Needs
  • Grant
“The team has helped us navigate consolidating finances, creating a resilient plan for our future, and helping us during all of life's biggest moments--our wedding, new house purchases, and planning for childcare.”
In Business Since 2013
500 108th Ave NE Unit 1700, Bellevue, WA
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Retirement Planning and Investment Management Services in Kirkland, WA Cost Estimates

Minimum cost
$1152
Maximum cost
$9787
National Average
$3455
Avg Per Hour Rates
$346
$2303
$6333
Average price range is based on 535 cost profiles
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Average Cost $3455
Minimum cost $1152
Maximum cost $9787
Avg Per Hour Rates $346

Average range $2303 to $6333 is based on 535 cost profiles.

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