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Best Financial Advisors near Sammamish, WA
We have one firm in Sammamish on file, and it is on this list, along with 23 from towns including Bellevue (7, 5 mi), Seattle (6, 13 mi) and Kirkland (4, 10 mi).
7 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 17, 2026
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CEG Life Insurance Services
- Long Term Care
- Patient
- Questions
“Daniel Adams made my life insurance application so smooth, so quick and so easy that I decided to choose CEG versus the other 2 insurance companies that I was dealing with.”
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Sound Planning Group
- Confidence
- Sleep
- Retirement
“Special shout out to Debbie whose efforts on my behalf answering questions and handling the important details to help manage my account exemplifies the quality that is the highest standard at SPG.”
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Sam
- Tax Refund
“I appreciate all his hard work and attention to detail.”
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Alterra Advisors
- Strategy
- Career
- Team
“The team has helped us navigate consolidating finances, creating a resilient plan for our future, and helping us during all of life's biggest moments--our wedding, new house purchases, and planning for childcare.”
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Moser Wealth Advisors
The 24 firms listed for Sammamish, 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: Sammamish, WA
23 of the 24 firms on this page have a rating, from 3.9 to 5.0 across 481 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 (77%). The topics that come up most in reviews of the firms on this page are "communication" and "patient". 7 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), tax services (3), wealth management (3), personal financial planning (2) and real estates (2). 1 shows a license on its website and 7 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 4 offer payment plans and 5 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 23 list a public email and 7 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.
Do firms listed for Sammamish take financial planning bookings online?
7 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.
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Atkinson Wealth Strategies
“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.”
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James Russell
“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 ...”
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Better Tomorrow Financial
- Financial Knowledge
- Questions
- Financial Advisor
“We were able to meet with Ward whenever was easiest for us, which we greatly appreciate and thank him for, and he is very professional, responsive, and easy to work with.”
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Truewealth Financial Partners
- Future
- Communicate
- Retirement
“Glenn made us feel at ease in the office and virtually, he helped us map out a future financial plan for when we retire and steps to better our plan as we get there, thanks so much for everything.”
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Evergreen Gavekal
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Gale E Smith CPA
- Responsive
- Financial
“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.”
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Silva Business Solutions
“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.”
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Leading Retirement Solutions
- Information
- Company
“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!!!!”
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Gevers Wealth Management - Financial Advisors
- Estate
- Powers of Attorney
- Team
“Upon retirement we were advised by friends to contact Gevers Wealth Management to counsel us in development of longterm financial strategies and other steps to ensure successful retirement.”
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Better Business Tax & Accounting Corp.
“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.”
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Accountability Services
- Goals
- Prices
- Cost
“My situation was somewhat complicated, yet Ernie took the time to patiently address all of my concerns thoroughly.”
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Capital Partners Wealth Management
- Goals
- Life Insurance
- Market
“I recently switched my investments and life insurance to Chris during the pandemic; its an understatement to say this has been a time of great uncertainty.”
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The Retirement Solution
- Strategies
- Questions
- Risk
“They started by asking me about my life, work experience, my family, potential heirs, plans for working further, current assets, current and future sources of income, potential inheritances, ...”
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Millennial Wealth
- Questions
“This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently.”
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Stone 8 Wealth Management
- Hands
- Assets
“He is a person with so many admirable qualities---Robert is dependable, trustworthy, kind, optimistic, caring, thoughtful, intelligent, very knowledgeable--- and he is so much fun to work with!”
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Hersman, Serles, Almond
- Accountant
“Whether you are an individual, family, small business or large business owner, they are top of the line when it comes to timeliness and professionalism.”
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Bbjs Financial Advisors
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Merrill Edge Business Financial Solutions Advisor
- Loan
- Stress
“She assisted us with our credits which was very much unfeasible for us to get, yet she made it conceivable by securing ceaselessly to get us our Advances.”
Why these companies made our list
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