Lakewood, WA

Popular Cities

Lakewood, WA
Join as a Pro

Best Financial Advisors in Lakewood, WA

The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Lakewood area.

View Profile
Commencement Financial Planning

Commencement Financial Planning

(22)
Financial Planning, Estate Planning, Tax Planning
“He is a Certified Financial Planner (CFP) with a fiduciary responsibility to provide advice that is in my best interest and that tracks with the investment plan we developed together.”
In Business Since 2013
Transparent Fees & Pricing
Accepts Check
6521 Flanegan Rd W, Lakewood, WA
i
View Profile
Brink & Sadler Cpas

Brink & Sadler Cpas

(3)
“They are excellent CPA's - Bob Speicher takes very good care of me personally and for my business - I would recommend them for all your CPA needs”
In Business Since 1995
Offers Financing Options
Transparent Fees & Pricing
5127 112th St SW, Lakewood, WA 98499
i
View Profile
FND Insurance & Financial Services

FND Insurance & Financial Services

(18)
  • Navigate
  • Options
“Since 2015, FND has been helping me navigate the intricacies of medical insurance such as enrollment periods, comparing different plans and benefits, healthcare legislation updates, processing COBRA coverage for departed employees, just to name a few...”
In Business Since 2012
Accepts All Major Credit Cards
5515 Steilacoom Blvd SW, Lakewood, WA
i
View Profile
Sound Tax and Accounting

Sound Tax and Accounting

(4)
  • Communication
“I have used Sound Tax and Accounting for both personal and business needs, and have always been very satisfied with the service that I have received.”
In Business Since 2003
Accepts Invoicing available
5515 Steilacoom Blvd SW Suite 133, Lakewood, WA 98499
i
View Profile
Johnson Wealth Advisors

Johnson Wealth Advisors

(1)
“Lewis is very patient in answering all my question that I have which include 401k college fund, etc…straight shooter, all around great guy, will recommend everyone to him”
In Business Since 2023
7403 Lakewood Dr W #5, Lakewood, WA
i
View Profile
Ichiban Intl.

Ichiban Intl.

Pay Preparation Fee
“US-Taxman, Dan E. Gordon has 24 years experience preparing US tax return for Expats. He began 1998 preparing return for Military, Retirees and Embassy personnel in Bangkok, Thailand. Because of his expertice the business quickly grew to include clien...”
24+ Years Experience
Free Initial Consultation
Mailing:, 10011 Bridgeport Way SW Ste 1500-640, Lakewood, WA
i
View Profile
Stephen Bowden Investments

Stephen Bowden Investments

My Qualifications, Tell A Friend
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2009
Transparent Fees & Pricing
Accepts All Major Credit Cards
7403 Lakewood Dr W STE 2, Lakewood, WA
i
View Profile
Rockridge Financial Services

Rockridge Financial Services

“And the first step is working with us to prepare a Complimentary Retirement Readiness Audit. This process produces a clear Asset Map of your unique situation. The Asset Map is the foundation for our Retirement Wheel Strategy, a 360-degree personalize...”
In Business Since 2019
10520 Gravelly Lake Dr SW, Lakewood, WA
i
View Profile
Life Point Law

Life Point Law

(45)
, ,
“He is very knowledgeable in elder law, easy to talk to, and he is passionate about helping his clients reach their desired goal in their estate planning.”
In Business Since 2016
31919 6th Ave S a100, Federal Way, WA
i
View Profile
Briarwood Financial

Briarwood Financial

(49)
  • Establishing
  • Options
  • Taxes
“I appreciate the convenience and flexibility for those with a busy schedule, the emphasis placed on exceeding my specific & unique needs/goals as well as the commitment towards superior and individualized customer service!”
In Business Since 2020
Serving Lakewood Area
i
View Profile
The Nash Group P.S. Certified Public Accountants

The Nash Group P.S. Certified Public Accountants

(39)
Tax Services, Industries, Consulting
“They are so high on my 'recommended' list that I am willing to write more than a word or two about the and honestly can't thank them enough for the work they've done, the money they've saved me and the peace of mind they gave me knowing my tac planni...”
In Business Since 2021
Remote Consultations Available
Licensed
Serving Lakewood Area
i
View Profile
Investors Portfolio Services

Investors Portfolio Services

(8)
Wealth Management, Business Planning, Retirement Planning
“A month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well.”
In Business Since 1998
Licensed, BBB Rating: A+
Serving Lakewood Area
i
View Profile
Cory Garnaas CPA PSC

Cory Garnaas CPA PSC

(4)
“I have used Cory for the last two filing years and I find he and Ricki an absolute pleasure to work with.”
In Business Since 1993
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Lakewood Area
i
View Profile
R & I Tax & Bookkeeping Service

R & I Tax & Bookkeeping Service

(19)
Business Services, Personal Services
“Not only is this a great firm to do business with, but this a great firm to get hands on experience and to get a variety of exposure to accounting related duties for any intern interested in accounting.”
In Business Since 2004
Transparent Fees & Pricing
917 Pacific Ave #411-412, Tacoma, WA
i
View Profile
Lyle Ward EA

Lyle Ward EA

(9)
Services For Individuals, Services For Quickbooks, Tax Services
“With his expertise and great attention to detail, we have been confident in his advice and counsel about tax laws, changes in the tax system and how best to proceed with our business and accounting issues.”
In Business Since 2007
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
315 39th Ave SW STE 9, Puyallup, WA
i
View Profile
Elevated Financial Management

Elevated Financial Management

(24)
  • Social Security
  • Risk
  • Retirement
“I've been with Mark for 3 years now and I appreciate his attention to detail, his ongoing Commnication going through this process and he has made very smart choices on how and where my funds are invested.”
In Business Since 2020
900 SW 16th St #300, Renton, WA
i
View Profile
Terry Law Firm

Terry Law Firm

(31)
Veteran’s Benefits, Are You A Caregiver?, Guardianship and Conservatorship
“My husband and I have been very pleased with how thoroughly they have been in each case and also how communicative they are, keeping us up to date on where we are at and what comes next in the process.”
In Business Since 2000
Family Business
Serving Lakewood Area
Featured

Have you suffered an injury in Sumner? Terry Law Firm, P.S. is here to help. Our team is committed to securing the compensation you deserve, providing strong legal support every step of the way. Call today to discuss your case and move forward with confidence. 15306 Main St E- Ste B, Sumner, WA, 98390...

i
View Profile
Pennywise Tax & Accounting

Pennywise Tax & Accounting

(9)
Services For Individuals, Services For Quickbooks, Tax Services
“Takes the time to answer any and all questions so that I understand, and even found a way to increase our refund with her knowledge due to our taxes being more complicated this year.”
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
5287 Olympic Dr B, Gig Harbor, WA
i
View Profile
William B Hondle, CPA

William B Hondle, CPA

(2)
Services For Individuals, Services For Quickbooks, Tax Services
“Bill has been my CPA for the past 30 years for our personal and business tax.”
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
Free Initial Consultation
Serving Lakewood Area
i
View Profile
Penny Lane Financial

Penny Lane Financial

(14)
Life Insurance, Income Planning, Long-Term Care
“She secured us a loan when none of our banks or credit unions could - I highly recommended Penny Lane - they saved my house with an affordable Refi loan!”
In Business Since 2014
1804 W Union Ave #202, Tacoma, WA
i
View Profile
Batik Financial

Batik Financial

(13)
Privacy, Crs/Disclosures, Order Routing Practices
“He has been our financial advisor for the past 5 years and even though we have moved recently to Seattle - we continue to meet with Steve as he lets us know of new opportunities to live our last years with financial stability.”
In Business Since 2019
Accepts All Major Credit Cards
10209 Bridgeport Way SW d10, Tacoma, WA
i
View Profile
Conestoga Wealth Partners

Conestoga Wealth Partners

(8)
Overview, Taxation, Estate Planning
“As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor.”
In Business Since 2011
Free Initial Consultation
Serving Lakewood Area
i
View Profile
Data Driven Decisions

Data Driven Decisions

(9)
Business Services, Industries, Services For Quickbooks
“In less than 20 minutes Katy was able to direct me to the relevant sections of the WA State Department of Revenue (DOR) website and advised me on the right number to call and the questions to pose to the DOR staff.”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
6716 East Side Dr NE Suite 1143, Browns Point, WA
i
View Profile
Heggerness & Bronk CPA Group

Heggerness & Bronk CPA Group

(8)
“He has worked through our situation of business owners, and a host of other tax issues, This company stands behind you, and you can always count on them for your tax issues or concerns.”
In Business Since 1987
Transparent Fees & Pricing
Accepts All Major Credit Cards, Cash, Check, Debit
Corporate Center, 4423 Point Fosdick Dr #202, Gig Harbor, WA
i

Retirement Planning and Investment Management Services in Lakewood, WA Cost Estimates

Minimum cost
$1076
Maximum cost
$9141
National Average
$3226
Avg Per Hour Rates
$323
$2151
$5915
Fair price range is based on 483 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3226
Minimum cost $1076
Maximum cost $9141
Avg Per Hour Rates $323

Fair range $2151 to $5915 is based on 483 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Lakewood

Popular in Lakewood

, WA
Back To Top