CEG Life Insurance Services
“My wife and I just went through Daniel for our life insurance needs - he shopped around and found us the best coverage options for the best price, taking care of all the heavy lifting.”
Best Financial Advisors in Kirkland, WA
15 firms listed · 13 in Kirkland · 10 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Sound Planning Group
“Many thanks to Dmitriy and Sound Planning Group for giving us peace of mind regarding retirement insurance coverage.”
Silva Business Solutions
“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.”
Hersman, Serles, Almond
“I would recommend him as well as his firm to any family members or friends looking for a tax professional”
Kirkland Financial Advisers
“Tim Bovey has been a solid advisor in matters of financial planning as well as charting out educational funds for our grandkids.”
Kaizen Financial Advisors
“Kaizen team provided a great experience that was perfectly tailored to our new retired life!”
The 15 firms listed for Kirkland, 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: Kirkland, WA
Of the 15 firms we list here, 13 are in Kirkland itself and 2 come from Redmond (1, 4 mi) and Bellevue (1, 7 mi). 13 of the firms on this page have a rating, from 1.0 to 5.0 across 618 reviews; 2 have 50 or more reviews and 10 are rated 4.5 or higher. 2 show a license on their websites and 1 has a BBB rating of A or A+. 11 have ten or more years of experience, the longest 37 years. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 13 list a public email and 2 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 firms listed for Kirkland take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Get Priorities Straight
“GPS Founder Doug Peterson has the knowhow and impressive track record to remove the haunting stress of not knowing in advance where each dollar of yours is going.”
Myicon: Your Personal CFO
“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.”
Schmidt Financial Management
“He helped us evaluate new opportunities while keeping a close eye on taxes, including tax-loss harvesting and being thoughtful about which investments belonged in which accounts”
Capital Enhancement Group
“After talking with Ray, I learned information that enabled me to consider additional options thar helped me in making the best decision for me.”
Private Asset Management
Clara Hollin Lincoln Financial Advisors
Open Advisors - Seattle
Fulcrum Wealth Advisors
“I've been a client of Jim Falcone at Fulcrum Wealth Advisors for over 30 years, and the level of professionalism and care he provides is unmatched.”
The Retirement Solution
“We are in our 3nd year with The Retirement Solution and very pleased with the rate of returns we have in various "Buckets" and being able to manage our lifestyle and stay within "The Plan".”
Why these companies made our list
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