Popular Cities
24 firms listed · 6 in Redmond · 7 open weekends · 19 rated 4.5+
Data verified October 17, 2026
The 24 firms listed for Redmond, 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, 6 are in Redmond itself and 18 come from towns including Bellevue (6, 6 mi), Seattle (4, 10 mi) and Kirkland (3, 4 mi). 22 of the firms on this page have a rating, from 3.9 to 5.0 across 453 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (88%) and value (75%). The topics that come up most in reviews of the firms on this page are "communication" and "patient". 7 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are tax services (3), estate planning (2), financial planning (2), personal financial planning (2) and real estates (2). 7 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 39 years. 4 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. 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.
6 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.
