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Best Financial Advisors near Marysville, WA
We have one firm in Marysville on file, and it is on this list, along with 23 from towns including Everett (7, 9 mi), Stanwood (3, 14 mi) and Lynnwood (3, 19 mi).
3 open weekends · 17 rated 4.5+ · 1 shows a license
Data verified October 17, 2026
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Langabeer Mc Kernan Burnett
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Elderrock Financial
“He took his time in explaining portfolio management and has been very responsive to our questions.”
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Helium Advisors
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Danta Chase & Co
“The importance of our relationship-centric approach layered with your competent expertise and professionalism continues to give our family confidence after 20+ seasons”
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Serene Divorce Planning
“She's very knowledgeable in many different aspects of divorce, law, and finances in general and with specifics in my case.”
The 24 firms listed for Marysville, 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.
Area overview: Marysville, WA
17 of the 24 firms on this page have a rating, from 4.5 to 5.0 across 76 reviews. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (2), investment management (2) and retirement planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 19 list a public email and 4 take bookings online. 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.
Do firms listed for Marysville take financial planning bookings online?
4 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.
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Menzies Financial
“Great guys to work with!”
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Business Wise Investments
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Ellis Wealth Management
“Their office has a family-feel to it.”
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Bailey Wealth Services / LPL Financial
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LPL Financial
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Pacific Crest Financial Advisors
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Constellation Wealth Services - Aaron Wartes
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AFG Financial - Helping You Make Wise Financial Choices
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SLM Financial Services
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Wyatt Wealth Management
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James Russell
“I've known Tracy Moshinsky at James Russell CPA firm for several months now and have referred many clients to her simply because I know I can trust her and that my clients will be in good hands (and ALL of them have come back to me with rave reviews ...”
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Better Tomorrow Financial
- Communication
- Financial Advisor
- Questions
“He has gone above and beyond in explaining how best to manage my money for my unique situation, while also getting me set up to make the process as smooth as possible.”
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Sparks Financial Services
“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.”
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Merrill Edge Business Financial Solutions Advisor
- Loan
- Stress
“She assisted us with our credits which was very much unfeasible for us to get, yet she made it conceivable by securing ceaselessly to get us our Advances.”
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Foster Financial Services
- Retirement
- Questions
- Life Insurance
“Retirement was a big and fright filled event, but because of Foster Financial walking me through the process, answering all questions, and providing me with great solid financial advice, it wasn't as scary as I had imagined.”
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Burnell Financial
- Wealth
- Books
“In the height of the pandemic, Dwayne spent hours on the phone with me strategizing ways to make my early retirement work and financially secure a very uncertain future for my wife and I - and this was all before I had invested a single cent with him...”
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Palisade Investments
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Comprehensive Wealth Management
Retirement Planning and Investment Management Services in Marysville, WA Cost Estimates
Minimum cost
$1106
Maximum cost
$9396
National Average
$3317
Avg Per Hour Rates
$332
$2211
$6080
Fair price range is based on 363 cost profiles
Why these companies made our list
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