Best Financial Advisors in Sammamish, WA

“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.”

“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!”

“It's never too early to start building wealth, and the decisions you make today can have a significant impact on your financial future, for better or worse. Ross Krause helps you make smart wealth-related decisions throughout all stages of your caree...”

“She was very knowledgeable and helpful.”

“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...”

“Since day 1 when I had my consultation, he answered any questions I had, assisted me with figuring out how much to set aside, and when it came time to file my taxes he answered all of my last minute questions that I didn't realize I needed until I wa...”

“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.”

“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.”

“I've known Tracy Moshinsky at James Russell CPA firm for several months now and have referred many clients to her simply because I know I can trust her and that my clients will be in good hands (and ALL of them have come back to me with rave reviews ...”

“Silva very patiently and thoroughly handled all the tax related business around my sister's estate - including the closing of her small law office - and walked me through what I needed to know and do.”

“Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review ...”

“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.”

“He helped us understand the fundamentals of asset allocation and ran multiple simulations so we could make informed choices about our eventual portfolio.”

“Hi Everyone , We are customer with B,B TAX long time ago and owner of the company is very nice ,kind, knowledgeable , understandable , AFFORDABLE FEES, professional with punctuality, Always Phone answered on time.”

“If you are looking for a personalized service dealing with your family assets (financial and others), wills, estate planning, tax saving strategies, etc.”

“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!!!!”

“They really care about doing the right thing and guiding you to the best solution and will take the time to help with good referrals even when what you need is a expert in another field.”

“My husband and I recently moved to another state, and were so impressed with how, using the technologies available now such as secured document portal, Zoom and of course e-mail, our tax filing experience was seamless and stress less.”

“Kathleen has been getting our taxes straight for at least 10 years!”

“They are responsive, helpful, fast and don't charge nearly as much as I had been paying previously.”