Best Financial Advisors in Longview, WA

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

Retirement Strategies: Damon D. George, Cfp.

Retirement Strategies: Damon D. George, Cfp.

Retirement Planning, Financial Planning, Investment Planning
“Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and chari...”
In Business Since 2016
1315 14th Ave, Longview, WA
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Anderson & Anderson Advisory

Anderson & Anderson Advisory

(2)
“Been in to talk to John a couple of times and he is very easy to talk to and genuinely cares about helping.”
959 11th Ave STE B, Longview, WA
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Financial Strategies

Financial Strategies

Complimentary Risk Analysis, Financial Planning, Investment Management
“Welcome, we're Financial Strategies, a financial planning and wealth management firm in Longview, WA. We understand that every family faces unique challenges. Whether your goal is preparing for retirement, planning for the efficient transfer of your ...”
In Business Since 1999
1516 Hudson St # 202, Longview, WA
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Continental Investors Services

Continental Investors Services

Corporate Bonds, Investment Services, Tax-Free Municipal Bonds
“Continental Investors Services, Inc. is a registered investment adviser inseveral states. The firm will not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to pers...”
In Business Since 1995
Accepts All Major Credit Cards
1330 Broadway St, Longview, WA
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Futcher Group, Cpas

Futcher Group, Cpas

(13)
Accountants
“I would never consider going anywhere else because the staff is very professional, personable and proactive.”
In Business Since 2005
Accepts All Major Credit Cards
Remote Consultations Available
Serving 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 1982
Accepts All Major Credit Cards
Serving Longview Area
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Flynn Financial Partners

Flynn Financial Partners

Solutions
“Too many people walk through life without financial clarity, hoping they've taken the right steps to plan for their financial future. But hope isn't a strategy, and unanswered questions can turn into a lingering anxiety about your financial future. A...”
In Business Since 2018
Licensed
Serving Longview Area
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The Bookkeeping Company

The Bookkeeping Company

(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
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Opsahl Dawson & Company Advisors

Opsahl Dawson & Company Advisors

(45)
  • Educated
  • Success
  • Questions
“From the very first year, even though the expense was more than twice what I was used to paying, I've been extremely happy with Opsahl Dawson and the people I work with there.”
In Business Since 1998
7701 NE Greenwood Dr Ste 200, Vancouver, WA
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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 2012
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 2002
Accepts All Major Credit Cards
Free Initial Consultation
Transparent Fees & Pricing
Serving Longview Area
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Solution 8020

Solution 8020

(24)
  • Company
  • Team
“The entire team displayed professional and respectful behavior while providing knowledgeable feedback on both personal and business-related tax questions.”
In Business Since 2023
12711 NE 95th St #2, Vancouver, WA
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Sendit Financial

Sendit Financial

(5)
Merchant
“I was called to work on a Google Campaign for my company and I get these calls all the time so I was a little skeptic at first, but when another lady jumped on and answered all of my questions I decided to give them a shot.”
In Business Since 2020
Free Initial Consultation
4317 NE Thurston Way #200, Vancouver, WA
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Helium Day - Tax & Accounting

Helium Day - Tax & Accounting

Tax Services, Business Services, Quickbooks Services
“Helium Day is licensed in Vancouver, WA and specializes in Tax & Accounting. We offer a broad range of tax preparation, accounting, and payroll services for families and business owners. Our team of CPAs and experts are professional, experienced, and...”
In Business Since 2020
Transparent Fees & Pricing
Offers Financing Options
12009 NE 99th St #1420, Vancouver, WA
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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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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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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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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 2003
Transparent Fees & Pricing
Serving Longview Area
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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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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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Conover Tax

Conover Tax

(1)
“What an amazing mind!!!!”
In Business Since 2007
10000 NE 7th Ave # 210, 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 2014
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
5905 NE St Johns Rd, Vancouver, WA
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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.

Why these companies made our list

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