Lynnwood, WA

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Lynnwood, WA
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Best Financial Advisors in Lynnwood, WA

The highest-rated Financial Planning & Wealth Management companies out of 150 vetted & reviewed in the Lynnwood area.

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James Russell

James Russell

(4)
Tax Services, Business Advisory, Trusts & Estates
“Compared to previous Business Tax consultant companies we had used in the past, Tracy has been by far more readily available to us and extremely knowledgeable about current tax law.”
Licensed, BBB Rating: A+
In Business Since 2003
4211 Alderwood Mall Blvd Ste 205A, Lynnwood, WA 98036
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Sparks Financial Services

Sparks Financial Services

(1)
Long-Term Care
“We are constantly “in the loop” and meet at least once a year to review investment strategies, but we have the opportunity to meet as often as we'd like.”
Family Business
Transparent Fees & Pricing
In Business Since 2011
19105 36th Ave W #208, Lynnwood, WA 98036
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Comprehensive Wealth Management

Comprehensive Wealth Management

Central Advisor, Investment Strategies, Planning With Purpose
“From traveling to spending time with family to purchasing a second home, we listen to your lifestyle goals and implement thoughtful financial strategies to work towards them- far beyond just managing investments.”
In Business Since 2007
3500 188th St SW #102, Lynnwood, WA 98037
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Summit Financial

Summit Financial

Tell A Friendour Locations
“At Pathfinder Financial, we understand retirees face many important decisions which can affect their long-term financial success. Some of these decisions revolve around making investment choices to create a hedge against outliving your income. The im...”
In Business Since 2017
3400 188th St SW #210, Lynnwood, WA 98037
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Premier Wealth Management

Premier Wealth Management

(2)
“Knowledgeable and friendly they've done well by us.”
In Business Since 2014
19101 36th Ave W #211, Lynnwood, WA 98036
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Esoteric Wealth Partners

Esoteric Wealth Partners

(1)
Retirement Planning, Long Term Care, Asset Management
“I've worked with Matthew at Esoteric for years, I have worked with him and I also referred my dad to him as well.”
In Business Since 2015
Serving Lynnwood Area
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The Mutual Fund Store

The Mutual Fund Store

(1)
“Everyone is knowledgeable and give good advice.”
In Business Since 1998
20700 44th Ave W #120, Lynnwood, WA 98036
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Great Practices Sound Solutions

Great Practices Sound Solutions

Who We Serve
“We are advisors who are with you through every aspect of your financial life, asking those critical financial questions and celebrating with you through life's accomplishments. We are committed to providing professional, straightforward, and personal...”
Accepts All Major Credit Cards
In Business Since 2018
19401 40th Ave W STE 460, Lynnwood, WA 98036
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Harsin Wealth Management

Harsin Wealth Management

Divorce Financial Planning, Retirement Planning, Estate Planning
“Our advisors, DBA Harsin Wealth, offer the customized advice you need to effectively plan your IRA distributions, divorce finances and retirement needs—so you can focus on living your best life. Our experience is based in decades in the financial ser...”
In Business Since 2008
7231 196th St SW, Lynnwood, WA
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Stein Financial Services

Stein Financial Services

“After filing last year's tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.”
In Business Since 1999
16521 13th Ave W #106, Lynnwood, WA 98037
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Medical Financial Specialist

Medical Financial Specialist

16523 7th Pl W, Lynnwood, WA
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Afco Insurance Premium Finance

Afco Insurance Premium Finance

“AFCO, the leading provider of insurance premium finance and payment options, and Vertafore®, the leader in modern insurance technology, today announced a partnership to equip independent insurance agencies with the capability to provide their insured...”
In Business Since 2001
3400 188th St SW, Lynnwood, WA
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CEG Life Insurance Services

CEG Life Insurance Services

(50)
  • Team
  • Application
  • Policy
“Daniel took the time to explain the various insurance options in detail, ensuring I had a clear understanding of each policy's benefits and limitations.”
Transparent Fees & Pricing
In Business Since 2009
611 4th Ave. suite a, Kirkland, WA
Featured

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Sound Planning Group

Sound Planning Group

(50)
  • Seminars
  • Fiduciary
  • Financial Planning
“We have been working with our personal advisor Loren, he's awesome in explaining everything and happy with his knowledge in helping us achieve our goal.”
In Business Since 2006
11411 NE 124th St #255, Kirkland, WA
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Alterra Advisors

Alterra Advisors

(39)
  • Decisions
  • Goals
  • Grant
“I appreciate the time and care they take to answer all my questions, they are readily available and consistently act in their client's best interest.”
In Business Since 2013
500 108th Ave NE Unit 1700, Bellevue, WA
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Francis & Company

Francis & Company

(9)
IRS Liens, Innocent Spouse Relief, Elder Care
“Had a great experience scheduling a consultation with Lauren - looking forward to coming in!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1986
200 W Mercer St Ste 208, Seattle, WA
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Moser Wealth Advisors

Moser Wealth Advisors

“Moser Wealth Advisors is a wealth management firm based in Bellevue, Washington. We provide customized tax and investment advisory services designed to simplify, protect and enhance the financial affairs of businesses and individuals via our affiliat...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 2008
2135 112th Ave NE STE 100, Bellevue, WA
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Atkinson Wealth Strategies

Atkinson Wealth Strategies

(5)
Risk Management, Private Wealth Management, Independent Financial Planning
“It may well be that Atkinson Wealth Strategies isn't quite the right fit for me, but I can see their appeal and wouldn't hesitate to refer people here to at least have a conversation.”
Licensed, BBB Rating: A+
In Business Since 2017
11900 NE 1st St Suite 300, Bellevue, WA
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Better Tomorrow Financial

Better Tomorrow Financial

(19)
  • Sound
  • Patient
  • Retirement
“If you want someone who is a good listener, LOVES to crunch numbers on your behalf, and can explain (often very complicated) financial systems to the financially illiterate (me), Ward is a great choice.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
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750ispossible,llc

750ispossible,llc

(25)
Free Credit Recommendations, Free In-Depth Credit Analysis, Free Credit Consultation
“The transparency in his process was refreshing, and he took the time to explain every step, ensuring I felt informed and empowered throughout the journey.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
13620 61st Ave SE, Everett, WA
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Evergreen Gavekal

Evergreen Gavekal

Alternative Investments, Family Office, Business Owners
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 2013
1412 112th Ave NE Suite 100, Bellevue, WA
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Sumeet K. Bedi, CPA

Sumeet K. Bedi, CPA

(16)
Services For Individuals, Tax Services
“I was looking for a new accountant who would be honest, transparent and who would be willing to review my tax situation with me in person rather than by snail mail and emails like my previous accountant.”
Transparent Fees & Pricing
In Business Since 2016
Serving Lynnwood Area
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Gale E Smith CPA

Gale E Smith CPA

(15)
Advisory Services, Quickbooks Services, Virtual CFO
“Gale Smith CPA has been extremely valuable in helping our family start a new small business, and to integrate our personal and business finances in a manner that works for both interests.”
Remote Consultations Available
In Business Since 2006
1550 140th Ave NE STE 202, Bellevue, WA
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Leading Retirement Solutions

Leading Retirement Solutions

(13)
Record Keeping, Plan Administration, Consulting & Correction Services
“We appreciate all their great follow-through and strong project management skills which help in getting clients Retirement Plan Audits wrapped quickly and efficiently.”
Offers Financing Options
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
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Retirement Planning and Investment Management Services in Lynnwood, WA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 281 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 281 cost profiles.

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