Popular Cities
24 firms listed · 5 in Lakewood · 1 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 17, 2026
The 24 firms listed for Lakewood, 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.
Of the 24 firms we list here, 5 are in Lakewood itself and 19 come from towns including Tacoma (7, 7 mi), Gig Harbor (6, 12 mi) and University Place (1, 5 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 272 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (88%) and quality (56%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (3), retirement planning (3), annuities (2) and business planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2001. 4 offer a free initial consultation. 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.
7 of the 24 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.
