Best Financial Advisors in Sammamish, WA

The highest-rated Financial Planning & Wealth Management firms out of 343 vetted & reviewed in the Sammamish area.

Presidio Financial Group

Presidio Financial Group

(9)
Financial Planning, Wealth Management, Insurance
“Chris will go the extra mile to make sure people get the correct amount of life insurance for their overall holistic financial plan and he is in the elite category of being Chartered Financial Consultant.”
In Business Since 2022
3020 Issaquah-Pine Lake Rd SE, Sammamish, WA
i
Transition Planning

Transition Planning

(3)
Insurance Protection Analysis, Tax-Qualified Plan Review, Investment Management
“Glen began working with our father in the early 1980s … and our dad - just a hard working guy - was able to retire at age 58, and comfortably enjoyed his retirement!”
In Business Since 2001
Accepts All Major Credit Cards
22221 NE 11th Pl, Sammamish, WA
i
Olympic Tax & Business Consulting

Olympic Tax & Business Consulting

(3)
Tax Representation, Accounting Services, Tax Planning
“The best way to pay or save money with specific types of businesses, ie LLC, self employed.”
In Business Since 2013
Serving Sammamish Area
i
Better Tomorrow Financial

Better Tomorrow Financial

(12)
  • Retirement
“Ward's guidance and advice was incredibly invaluable -- I can't express enough how much he went out of his way to discuss so many nuanced financial questions with me.”
In Business Since 2020
Free Initial Consultation
12526 Dayton Ave N, Seattle, WA
i
Olde Wealth Management

Olde Wealth Management

(1)
“Denton's courtesy, kindness, professionalism, respect and technical abilities put you at ease - he really does like helping people and seeing them improve their financial situation.”
In Business Since 2014
Transparent Fees & Pricing
11201 SE 8th St #150, Bellevue, WA
i
Balcom Investments

Balcom Investments

(1)
Insurance Management, Asset Allocation & Diversification, Employee Benefit & Stock Option Analysis
“Enjoyed positive results over many years of their management.”
In Business Since 2006
2270 Carillon Point, Kirkland, WA
i
Creditceo

Creditceo

(18)
  • Collections
  • Credit Bureaus
  • Company
“But if you give these his company and him a chance - you will not be disappointed- my highest rating - message me if you would like to learn more about my experience-”
In Business Since 2015
Free Initial Consultation
Licensed, BBB Accredited
Emergency Services
701 5th Ave #4200, Seattle, WA
i
Raymond Lyle CPA

Raymond Lyle CPA

(20)
Services For Individuals, Services For Quickbooks, Industries
“I am an estate planning and probate attorney and worked with Andrew on a particularly complicated probate - no Will, no designated beneficiaries on retirement plans, related overlapping probates, one domestic partner, many distant relative legal heir...”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
4622 SW Myrtle St, Seattle, WA
i
Elevated Financial Management

Elevated Financial Management

(20)
  • Confident
  • Accounts
  • Questions
“As we prepared for our retirement years, Mark and his team extra effort was made to ensure that we are investing according to our goals, and in alignment with our risk tolerance, to obtain solid returns.”
In Business Since 2020
CRD #175083
33507 Celebration Park Rd bldg h ste 2, Federal Way, WA
i
SAM Income TAX

SAM Income TAX

(3)
Services For Individuals, Real Estates, Investment Strategies
“Great service, I was referred by a family member.”
In Business Since 2005
Offers Financing Options
Free Initial Consultation
Licensed, BBB Rating: A+
1400 S Jackson St #3, Seattle, WA
i
Gale E Smith CPA

Gale E Smith CPA

(14)
Accountants
“I refer family, friends and business clients to her all the time because I trust her completely as a CPA that is always on top of any changes in tax law.”
In Business Since 2006
Accepts All Major Credit Cards
Transparent Fees & Pricing
1550 140th Ave NE STE 202, Bellevue, WA
i
Leading Retirement Solutions

Leading Retirement Solutions

(10)
White Label Services, Plan Design, Support & Guidance
“LRS guided me through the process of appealing this massive penalty and they appealed to the IRS on my behalf and I just received a letter from the IRS saying that the $23,000+ penalty has now been waived!!!!”
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
i
Life Point Law

Life Point Law

(20)
Elder Law, Probate / Estate Administration, Special Needs Trust
“Rajiv introduced the ides of finding a Geriatric doctor, as well as what to consider if you want to age in place at home; how to prepare to the extent possible.”
In Business Since 2017
31919 6th Ave S a100, Federal Way, WA
i
Truewealth Financial Partners

Truewealth Financial Partners

(15)
Retirement Planning, Portfolio Construction, Risk Management
“He helped us understand the fundamentals of asset allocation and ran multiple simulations so we could make informed choices about our eventual portfolio.”
In Business Since 2016
915 118th Ave SE Suite 140, Bellevue, WA
i
CEG Life Insurance Services

CEG Life Insurance Services

(20)
  • Product
  • Quotes
  • Questions
“Super responsive, excellent follow through and knowledgeable Bethany helped navigate the process for Long Term Care insurance in very challenging times and delivered every step of the way.”
In Business Since 2009
611 4th Ave. suite a, Kirkland, WA
i
Continuous Scale

Continuous Scale

(2)
Accounting & Bookkeeping, Specialized Business Services, Business Advisory Services
“The real magic is the insights and strategic thinking across operations, finance, GTM design and systems that was essential in increasing the velocity of the turn-around and doing so without it becoming a reboot, with the associated revenue "J" curve...”
In Business Since 2020
Emergency Services
Free Initial Consultation
5510 SW Winthrop St, Seattle, WA
i
Goldbloom Wealth Management

Goldbloom Wealth Management

(15)
  • Investment
  • Goals
  • Knowledge
“If you are looking for a personalized service dealing with your family assets (financial and others), wills, estate planning, tax saving strategies, etc.”
In Business Since 2012
11808 Northup Way STE 100, Bellevue, WA
i
Numbers Don't Lie, CPA

Numbers Don't Lie, CPA

(20)
  • Questions
  • Information
“I've trusted my taxes to Numbers Don't Lie for the past few tax seasons and each time I end up with rapid response, knowledgeable support, easy data entry, and a defensible tax file that I am confident in.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
i
Atkinson Wealth Strategies

Atkinson Wealth Strategies

(4)
Estate Planning, Independent Financial Planning, Private Client High-Net-Worth
“Tyler even speaks with my accountant on a yearly basis to make sure tax efficiencies are being maximized in my plan and investments.”
In Business Since 2018
Licensed, BBB Rating: A+
11900 NE 1st St Suite 300, Bellevue, WA
i

Retirement Planning and Investment Management Services Estimated Cost in Sammamish, WA 2023

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 160 cost profiles
Click to copy
Successfully copied!
Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Fair range $2040 to $5610 is based on 160 cost profiles.

Why these companies made our list

Is this page useful? Yes No
Back To Top