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Creditceo

(34)

Questions
Loan
Credit Score

“Jesse was able to fix 100% false reporting on my student loan payment history, since my loans were originated by the government and then sold to another company- I was not able to fix this problem myself.”

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Raymond Lyle CPA

(37)

Tax Services, Business Services, Industries

“I can't tell you how much of a relief it was to have someone guide me through getting my taxes done correctly, especially after such a difficult year.”

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Sam

(12)

Insurance Solutions, Business Accounting Solutions, Investment Strategies

“My tax declaration here is very good and reputable”

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Francis & Company

(9)

Audits - Reviews - Compilations, Elder Care, Why Quickbooks?

“Professional and thorough.”

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Better Tomorrow Financial

(19)

Communication
Sound
Retirement

“He has gone above and beyond in explaining how best to manage my money for my unique situation, while also getting me set up to make the process as smooth as possible.”

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Leading Retirement Solutions

(13)

Plan Termination, Record Keeping, Plan Administration

“We appreciate all their great follow-through and strong project management skills which help in getting clients Retirement Plan Audits wrapped quickly and efficiently.”

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Millward Accounting & Bookkeeping

(8)

Industries, Services For Quickbooks, Business Services

“I have been with Millward Accounting for the last three years, and find them very knowledgeable, professional and affordable and have no problem recommending them.”

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Genuity B2B

(3)

Tax Services, Business Services, Industries

“Very personable and professional consultants.”

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Accountability Services

(14)

Individual Advisory & Consulting, Financial Planning & Analysis, Business Advisory & Consulting

“Staff is extremely knowledgeable and efficient I have referred many family members, friends, and colleagues.”

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Seattle Tax Group

(4)

Tax Services, Business Services, Services For Individuals

“There was something my past accountant did not understand about filing Restricted Stock Units (RS Us) which had the IRS decide to send me bills after they reassessed my tax burden for two separate tax years.”

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Millennial Wealth

(9)

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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Bbjs Financial Advisors

Estate Planning, Investment Management, Wealth Management

“At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of g...”

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Creative Money

(10)

Goals
Questions
Team

“She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadn't even thought of, and she was fantastic at explaining the what and why of every recommendation.”

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American Financial Solutions

(6)

Bankruptcy Counseling, Housing Counseling, Why Choose Afs?

“What I wish I would have done is just CALLED MY CREDITORS and set up a payment plan and eliminated this middle company that has made $1350 just on their Monthly Service Fee.”

Featured

Now this is cool! One of our amazing clients and her AFS counselor (Lara Ceccarelli) were featured in this edition of the AARP magazine! You can check it out below! In addition to highlighting a situation where a pro really can make a difference, the story also highlights what can happen if someone else is using your credit accounts. It is typically better for all involved to keep accounts in the name of the person using them. #creditcounselingworks #debtmanagementplans #debtfreegoals #judgementfreezone...

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Smith & Just

(1)

“Very professional and great team to work with.”

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Andersen

(1)

Individuals & Families With International Wealth, Accounting & Reporting For Income Taxes, Forensic Services

“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.”

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Newman Dierst Hales

Tax Services, Business Services, Services For Individuals

“Accurate bookkeeping is essential to your company's long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients.”

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Foundations Divorce Solutions

(4)

Litigation Support, Mediation, Divorce Financial Planning

“Caroline never wavered in her belief that this ending was the beginning of my creating a new bigger dream for myself and encouraged me to walk towards a life calling me to be my best self.”

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Housing Finance Commission

(3)

“I am one of the lenders for Washington State Housing Finance Commission, they are truly wonderful people and the programs they offer have helped thousands of home buyers who, otherwise, would still be renters.”

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Carlton & Company Financial

(2)

Retirement Planning, Financial Planning, Risk Management & Insurance

“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”

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Verus

(1)

Outsourced CIO, Consulting

“Over the coarse of my 5 years as an electrical contractor I already had over $3 million in my retirement account thanks to the analyst assigned to my union's account.”

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Business Factors & Finance

“Business Factors & Finance understands the freight, trucking and logistics industries better than most of the competition, and our unique finance offering can help keep trucking companies and owner operators profitable and running smoothly. From cont...”

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Logic20/20 Consulting

(4)

“We are a consultancy that knows, uses, and implements technology - Robotic Process Automation, Machine Learning, Process Mining, Predictive Models, Roadmap Development, Product Management, Xaa S (X = Platform, Cloud, Automation, etc.”

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Brighton Jones

(7)

Retirement Plan Advisory, Tax Advisory, Wealth Management

“I trust them with any of my finance-related questions and highly recommend them to anyone looking to have an ethical, client focused firm working on your behalf.”

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Average Cost	$3734
Minimum cost	$1245
Maximum cost	$10579
Avg Per Hour Rates	$374

Best Financial Advisors in Seattle, WA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Seattle area.

Creditceo

Raymond Lyle CPA

Sam

Francis & Company

Better Tomorrow Financial

Leading Retirement Solutions

Millward Accounting & Bookkeeping

Genuity B2B

Accountability Services

Seattle Tax Group

Millennial Wealth

Bbjs Financial Advisors

Creative Money

American Financial Solutions

Smith & Just

Andersen

Newman Dierst Hales

Foundations Divorce Solutions

Housing Finance Commission

Carlton & Company Financial

Verus

Business Factors & Finance

Logic20/20 Consulting

Brighton Jones

Retirement Planning and Investment Management Services in Seattle, WA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Seattle

Popular in Seattle