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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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
19009 33rd Ave W #201B, Lynnwood, WA 98036
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Wayfinding Financial

Wayfinding Financial

Guided Investing, Financial Planning, Wealth Management
“Combine the benefits of a personal financial advisor with sophisticated technology, that provides personalized, objective advice through a digital process. Wayfinding gives you the tools, inspiration, and advice you need to start meeting your financi...”
In Business Since 2018
19020 33rd Ave W #390, 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 2005
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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Yackel & Associates

Yackel & Associates

(3)
“Everyone at Yackel and Associates is polite and helpful.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1989
19721 Scriber Lake Rd Suite C, Lynnwood, WA 98036
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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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Medical Financial Specialist

Medical Financial Specialist

In Business Since 2000
16523 7th Pl W, Lynnwood, WA
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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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Greater Puget Sound Solutions

Greater Puget 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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Stein Financial Services

Stein Financial Services

“Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.”
In Business Since 2007
16521 13th Ave W #106, Lynnwood, WA 98037
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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)
  • Policy
  • Emails
  • Professional
“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
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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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750ispossible,llc

750ispossible,llc

(25)
Free Credit Recommendations, Free In-Depth Credit Analysis, Free Credit Consultation
“Phil at 750ispossible took great care of them and I hear their scores were increased in less than 3 months and they are in the process of a home purchase!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
13620 61st Ave SE, Everett, WA
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Better Tomorrow Financial

Better Tomorrow Financial

(19)
  • Retirement
  • Financial Advisor
“He's patient, knowledgeable, cares deeply about his clients and takes action in the moment to help you to make the moves and changes in your accounts necessary to take your finances to the next level.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
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Sound Planning Group

Sound Planning Group

(26)
  • Retirement
  • Tax
  • Questions
“Cody is knowledgeable, professional but down-to-earth, constantly keeps us updated, and not only tells us what's best for us financially, but teaches and explains to us WHY it is.”
In Business Since 2006
11411 NE 124th St #255, Kirkland, WA
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Evergreen Gavekal

Evergreen Gavekal

Alternative Investments, Family Office, Business Founders
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 2013
1412 112th Ave NE Suite 100, Bellevue, WA
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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
Accepts All Major Credit Cards
In Business Since 2006
1550 140th Ave NE STE 202, Bellevue, WA
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Silva Business Solutions

Silva Business Solutions

(1)
“Silva very patiently and thoroughly handled all the tax related business around my sister's estate - including the closing of her small law office - and walked me through what I needed to know and do.”
Licensed, BBB Rating: A+
In Business Since 2008
12006 98th Ave NE #100, Kirkland, 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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Wealth Management Advisors near Lynnwood

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