Best Financial Advisors in Redmond, WA

“Eric is a true gentleman, who makes me money and never fails to reply to a call.”

“Hands on, transparent in their offerings, even or especially when things don't go well, great services, decent return even in difficult markets.”

“Although corporate earnings and the labor and manufacturing reports reveal a gently slowing economy, the market responded as if a full-blown recession was underway. The S&P 500 was down by more than 2% for several trading days. Such market volatility...”

“BentallGreenOak is a global real estate investment management advisor and a provider of real estate services. In the U.S., real estate mandates are offered by BentallGreenOak (U.S.) Limited Partnership, who is registered with the SEC as an investment...”

““We would like to recommend FCS Group as an outstanding economic, financial and management consulting firm that has helped the Shoreline Water District with a variety of projects since 1990, most recently a rate model and the associated communication...”

“We'll tell you the whole financial story – not just in the charts and numbers that support an initial conversation, but in a narrative that answers your questions about not only if your plans and ideas will work but how they will come together to cre...”

“Highly recommend them for business tax needs and general accounting.”

“I was referred to CEG by another insurance broker and had the pleasure of working with Bethany Carlson who quickly found the best policies that met our family's coverage needs.”

“He's thorough, communicative, and efficient and I felt completely taken care of through the process of setting up an LLC, doing business taxes, and personal taxes!”

“After meeting with Loren Downs, it was a no brainer that we needed this and signed up right away because like others we wanted to be able to sleep at night and enjoy our retirement not having to worry if we're doing the right thing.”

“I have worked for almost 10 years with Zach and his team at Altera Advisors, from our initial consultation to the ongoing support he provided, his expertise and professionalism were evident throughout the entire process.”

“Lauren was very helpful and awesome to work with!”

“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...”

“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.”

“Having slightly complicated taxes this past year (2 W-2s, 1 1099, 2 K-1s, and I am a new small business owner) I wanted to make sure that my taxes got done right.”

“I had another meeting with Glenn to review some mutual funds and high dividend yield accounts and he was able to go through the spreadsheets specific to the company with valuable information of what to look for.”

“Well Sumeet digs and dives for those hard to find tax credits that most current CPA's miss because they heavily rely on tax preparation software that are not custom made to serve individual returns.”