Longview, WA

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Longview, WA
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Best Financial Advisors in Longview, WA

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Longview area.

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Financial Advisors

Financial Advisors

Tax Library, Videos, Articles
“Financial Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability which is necessaryin order to achieve financial independence.”
In Business Since 1985
Accepts All Major Credit Cards
Serving Longview Area
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Legacy Accounting and Financial Services

Legacy Accounting and Financial Services

(4)
Accounting Services, Financial Services, Medicare
“I would highly recommended Legacy Accounting to any business or individual looking for a personable, excellent team to assist in their financial service needs”
In Business Since 2005
10637 NE Coxley Dr Suite 106, Vancouver, WA
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The Bookkeeping Company - Cfos and Consultants

The Bookkeeping Company - Cfos and Consultants

(49)
Business Consulting, CFO Services, Bookkeeping
“Maya was very professional and explained everything to us as she was going through the paperwork, I'm very please that she was referred to us, I would definitely recommend her to others that are looking for tax expert.”
In Business Since 2017
Free Initial Consultation
18523 NE 65th St, Vancouver, WA
Featured

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Opsahl Dawson & Company Advisors

Opsahl Dawson & Company Advisors

(45)
  • Educated
  • Respect
  • Tax Preparation
“Our family have been clients of Opsahl Dawson for years, and have always found them to be excellent in their services, professional, with great communication and followup.”
In Business Since 1998
7701 NE Greenwood Dr Ste 200, Vancouver, WA
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Sommers Financial Management - a Wealthcare Company

Sommers Financial Management - a Wealthcare Company

(1)
Retirement Plans, Wealth Management, Financial Planning
“If you are wanting to find someone to help you accomplish your financial dreams they are the team.”
In Business Since 2008
Transparent Fees & Pricing
Coupons & Offers
Serving Longview Area
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CLT Accounting & Taxes

CLT Accounting & Taxes

Non-Filed Tax Returns, Back Taxes Owed, Tax Planning
“Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, pickup a prev...”
In Business Since 2015
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
10216 NE 13th Ave, Vancouver, WA
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NW Accounting Professionals

NW Accounting Professionals

(23)
Industries, Services For Individuals, Business Services
“As a small business owner, I've worked with a number of accounting firms over the years and nobody has come close to the level of responsiveness, intelligent approach to problem solving, and concern for my business as these folks.”
In Business Since 2001
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
Serving Longview Area
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Five Rings ~ Anchor Financial

Five Rings ~ Anchor Financial

(7)
Business Planning, Fixed Indexed Annuities, Living Benefits
“It wasn't a huge amount of money, but it was enough for my wife to stop working and take care of me for the following 8 months throughout my cancer treatments.”
In Business Since 2023
10000 NE 7th Ave #400, Vancouver, WA
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Donna Graham CPA

Donna Graham CPA

Services For Individuals, Business Services, Industries
“For over 20 years, our firm has provided a wide range of tax and accounting services to businesses and individuals throughout Washington and Oregon. To us, accounting is more than balancing numbers. We focus on building relationships to help you acco...”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
Serving Longview Area
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Pacific Northwest Wealth Management

Pacific Northwest Wealth Management

(2)
Social Security
“Janine, Guy, and Taina are not only consistently professional, but personable and very service--oriented.”
In Business Since 2014
4400 NE 77th Ave #275, Vancouver, WA
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You Choose Financial Services

You Choose Financial Services

(1)
“After applying for a business loan with several banks and being rejected by all of them, we reached out to You Choose Financial Services.”
In Business Since 2019
Offers Financing Options
6168 NE Hwy 99 Ste 201, Vancouver, WA
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Delphi Advisers

Delphi Advisers

(1)
“I have used 4 or so different advisors in the Portland area and Ben is by far the best.”
In Business Since 2018
Free Initial Consultation
7018 NE 40th Ave STE 101, Vancouver, WA
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De La Torre Wealth Strategies

De La Torre Wealth Strategies

(5)
Life Insurance, Long Term Care Insurance, Annuities
“The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, I'm pretty sure he keeps his calendar full with lots of other clients.”
In Business Since 2017
Licensed
Offers Financing Options
4400 NE 77th Ave Ste #275, Vancouver, WA
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Schultz Retirement Solutions

Schultz Retirement Solutions

(4)
“He is pleasant, very knowledgeable, accurate, positive, answers all questions I might have and let's me know when changes can be made if I choose to do so.”
In Business Since 2020
Serving Longview Area
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Julius D. Agbayani CPA

Julius D. Agbayani CPA

(1)
Industries, Services For Individuals, Business Services
“Julius does a fantastic job and is very informative!”
In Business Since 2013
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
5905 NE St Johns Rd, Vancouver, WA
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Ambassador Wealth Management

Ambassador Wealth Management

(1)
“Spectacular business with Great people”
In Business Since 2018
7720 NE Vancouver Mall Dr #100, Vancouver, WA
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Timepiece Financial Planning

Timepiece Financial Planning

Pre-Retirees or Retired, Ongoing Investment Management
“At Timepiece Financial Planning we specialize in Fee-Only Retirement Financial Planning and Investment Management. We earn no commissions on any products we recommend. We help clients Build, Manage, Grow, and Protect their assets through life's trans...”
In Business Since 2011
Serving Longview Area
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Tek Collect

Tek Collect

“Your Healthy A/R. Our Services. Make an unprecedented step toward maintaining positive cash flow while you streamline your accounts receivable. It's easier, friendlier and more affordable than you think. How do you manage your A/R and collections? Wi...”
In Business Since 2001
3114 Columbia St, Vancouver, WA
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Weikart Advisory Services

Weikart Advisory Services

Weikartfinancial.com, William Weikart, Founder, Client Login
“Weikart Advisory Services LLC ADV Part 2 A/B always provided before services provided. Our Investment Advisor Representative agrees to meet with the Client for the purpose of acquiring information regarding the Clients assets, liabilities, present an...”
In Business Since 2008
Serving Longview Area
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Rowell CPA Group

Rowell CPA Group

(17)
Services For Individuals, Business Services, Quickbooks Services
“I am excited to continue working with the team at Rowell for many years to come, thank you so much to Dawayne, Jacob, Emily, Whittney, Heather and Madison!”
Offers Financing Options
Family Business
In Business Since 1995
Licensed, BBB Rating: A+
205 NE Cleveland Ave, Gresham, OR
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NW Premier - Creative Financial Solutions

NW Premier - Creative Financial Solutions

(49)
Business Planning, Financial Consulting, Bookkeeping
“Their services take many tasks off the plate of the business so they can focus on what their business does and knowing NW Premier is focused on helping them keep more of the money they earn.”
In Business Since 2019
3306 NE 49th St Suite B, Vancouver, WA
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Bridgetown Wealth Management

Bridgetown Wealth Management

(40)
  • Future
  • Financial Advisor
  • Holistic
“His advice and knowledge were essential as we traversed a complex will, managed the legal work, and established a compliant operating agreement for an LLC.”
In Business Since 2016
700 NE Multnomah St #820, Portland, OR
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Credit Team USA

Credit Team USA

(34)
  • Reports
  • Call
  • Credit Score
“Thanks to Credit Team, their score increased over 130 points and they were able to buy the home with less money than they thought, with lower payments than they expected!”
In Business Since 2000
Coupons & Offers
13215 SE Mill Plain Blvd C8-153, Vancouver, WA
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Appel CPA

Appel CPA

(5)
  • Tax
“Also, the Appel team does a great job of quickly analyzing your specific situation and making recommendations for both short term tax strategies and long term estate planning.”
Offers Financing Options
In Business Since 2009
Licensed, BBB Rating: A+
Transparent Fees & Pricing
1225 NW Murray Rd #111, Portland, OR
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Retirement Planning and Investment Management Services in Longview, WA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 423 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 423 cost profiles.

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Wealth Management Advisors near Longview

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