Investors Portfolio Services - Financial Advisors
“Such a great company to wok with for financial planning and support.”
Best Financial Advisors near Puyallup, WA
We have 4 firms in Puyallup on file. Only the highest-rated make our list: 3 of them made it, along with 12 from Tacoma (8, 9 mi), Lakewood (3, 11 mi) and Sumner (1, 3 mi).
14 rated 4.5+ · 2 show a license
Data verified November 7, 2026
Black Bishop Financial Group
“All in all, this was a very pleasant and stress-free meeting about my finances.”
SNA Financials
“They are incredibly communicative, helpful, and genuinely understanding — always taking the time to explain things clearly and ensure I feel supported in all my financial decisions.”
Penny Lane Financial
“If you want people who care and someone you can trust visit Penny Lane.”
Commencement Financial Planning
“He has been a trusted fiduciary and has been a wealth of knowledge in both tax/estate planning and investment advice prior to our retirement and in retirement as well.”
Data Driven Decisions
“They are on top of their game every step of the way and provide me with real-time, relevant financial information.”
The 15 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.
Area overview: Puyallup, WA
The 15 firms on this page are rated from 4.3 to 5.0 across 218 reviews; 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), financial planning (3) and annuities (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 11 have ten or more years of experience, the longest 29 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 6 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.
Why are financial advisers outside Puyallup listed here?
3 of the 15 firms are located in Puyallup. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Kimball Creek Partners
“Their integrity and consistency have made financial decisions much easier during big life transitions and I'm grateful for their wise stewardship.”
Batik Financial
“He strives to make sure we are doing what we need to be doing according to deadlines to get the most of the financial planning tools.”
Bulwark Capital Management
“My 4 years at Bulwark has seen constant out performance of markets and other benchmarks.”
Puget Sound Financial Strategies
“He has been professional with his recommendations and has answered all questions concerning our financial wellbeing.”
Steele Capital Management
“His patience and ability to brake down the information I requested and asked questions about.”
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FND Insurance
“Jill and FND found me an incredible health insurance plan, for FAR less than I was paying before.”
Slusser Financial
“Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether it's personal, business needs, or estate planning strategies.”
Maclean Wealth Planning
Clarity Capital Management
“Service is very responsive and helpful to meet my needs and questions.”
Why these companies made our list
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