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24 firms listed · 4 in Puyallup · 1 open weekends · 20 rated 4.5+ · 2 show a license
Data verified October 17, 2026
The 24 firms listed for Puyallup, 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.
Of the 24 firms we list here, 4 are in Puyallup itself and 20 come from towns including Tacoma (8, 9 mi), Gig Harbor (5, 18 mi) and Lakewood (2, 11 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 344 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (87%) and quality (52%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), financial planning (3), annuities (2) and business planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 38 years. 4 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 18 list a public email and 8 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.
8 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.
