Best Financial Advisors in Kirkland, WA

“Bethany Carlson was a very professional and friendly agent to work with, and she gave me a great long term care policy with great coverage and low premiums.”

“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.”

“  Immediately upon hiring her, she not only saved me tax money for that year by taking appropriate advantage of breaks for small business owners, but additionally she amended three years of prior taxes, saving me more money.”

“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.”

“Cody is knowledgeable, professional but down-to-earth, constantly keeps us updated, and not only tells us what's best for us financially, but teaches and explains to us WHY it is.”

“She is highly responsive and incredibly knowledgeable about the market and macro economic trends to ensure the strategies she is employing for us are successful and meet our needs.”

“They do my bookkeeping, tax planning, end of year accounting, personal taxes, key factor reporting, reconciliation, and help with payroll and financial planning.”

“A very knowledgable and trustworthy company!”

“Kaizen team provided a great experience that was perfectly tailored to our new retired life!”

“Enjoyed positive results over many years of their management.”

“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.”

“Information on links, books, market indexes and consumer alerts that you may find useful.”

“Your money can help you shape the life you want for you and your loved ones. And with the right financial partner, it becomes an even more powerful tool. At Miller Advisors, we offer independent, personalized financial planning, investment management...”

“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”

“We are accountants, not bean counters. Trusted advisors for the ups and downs of business—and life. We're ready to listen, collaborate, then deliver honest advice and well-reasoned options. Because we're in the business of helping you create real suc...”

“Americans consistently underestimate the amount of time they need to plan in retirement – the average American couple retiring at 65 should plan on income for at least 30 years. Inevitably, you and your advisor (including us) will get some of the ass...”

“Scott Ida is registered in AK, AZ, CA, CT, HI, IL, MD, NM, NY, OH, OR, TX, VA and WA. CA Insurance License # 0E59068.”

“Get Priorities Straight partners with you to create cash flow clarity, build intentional spending and savings h abits, and gain financial peace of mind in your business and personal finances.”