Best Financial Advisors in Seattle, WA

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

Creditceo

Creditceo

(28)
  • Questions
  • Loan
  • Credit Score
“I can not thank Jesse and his company enough for his hard work, honesty and forthright manner or for his willingness to just be a real person who was concerned about me as a real person.”
Emergency Services
Licensed, BBB Accredited
In Business Since 2015
Free Initial Consultation
701 5th Ave #4200, Seattle, WA
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Raymond Lyle CPA

Raymond Lyle CPA

(24)
Tax Services, Business Services, Industries
“Andrew contacted me right away, gave me answers and then did some legwork with my tax return and some projections to show me what I should do plus 3 ways to save money on my taxes.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2019
Free Initial Consultation
4622 SW Myrtle St, Seattle, WA
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Francis & Company

Francis & Company

(9)
Audits - Reviews - Compilations, Elder Care, Why Quickbooks?
“Went to a seminar by Francis company.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1984
Transparent Fees & Pricing
200 W Mercer St Ste 208, Seattle, WA
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SAM Income TAX

SAM Income TAX

(3)
Insurance Solutions, Business Accounting Solutions, Investment Strategies
“"Fast service"”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2004
1400 S Jackson St #3, Seattle, WA
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Better Tomorrow Financial

Better Tomorrow Financial

(16)
  • Investments
  • 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.”
Free Initial Consultation
In Business Since 2020
12526 Dayton Ave N, Seattle, WA
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Millward Accounting & Bookkeeping

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2021
Remote Consultations Available
5608 17th Ave NW Ste 1285, Seattle, WA
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Seattle Tax Group

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.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2020
12537 15th Ave NE Suite 105, Seattle, WA
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Leading Retirement Solutions

Leading Retirement Solutions

(10)
Plan Termination, Record Keeping, Plan Administration
“From the start it was a different experience, more personable, talking a higher level and the willingness and ability to walk me through some of the issues involved.”
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
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Andersen Tax

Andersen Tax

(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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 1988
1200 5th Ave #1600, Seattle, WA
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Trumbauer Kathleen L CPA

Trumbauer Kathleen L CPA

(3)
Tax Preparation, Payroll Tax Problems, Financial Statements
“She's a very detailed CPA!”
Transparent Fees & Pricing
In Business Since 2003
927 N Northlake Way # 125, Seattle, WA
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Bbjs Financial Advisors

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...”
Licensed
In Business Since 2005
1501 4th Ave #2880, Seattle, WA
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Smith & Just

Smith & Just

(1)
“Very professional and great team to work with.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1998
401 2nd Ave S #505, Seattle, WA
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Fidelity Accounting & Tax Services

Fidelity Accounting & Tax Services

(1)
“Owner Dianna take care our tax 。After done he mentioned he is going to business trip soon ,Dianna gave him (N95 ) mask to him .”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2001
2519 15th Ave S, Seattle, WA
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Millennial Wealth

Millennial Wealth

(4)
“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.”
Free Initial Consultation
In Business Since 2017
3518 Fremont Ave N #443, Seattle, WA
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Business Factors & Finance

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...”
Se Habla Español
Offers Financing Options
In Business Since 2003
2211 Elliott Ave Suite 200, Seattle, WA
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Foundations Divorce Solutions

Foundations Divorce Solutions

(3)
Collaborative, Mediation, Divorce Financial Planning
“We both came to the table with strong opinions about what we wanted from our settlement.”
In Business Since 2020
1424 11th Ave Suite 400, Seattle, WA
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Housing Finance Commission

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.”
Transparent Fees & Pricing
In Business Since 1998
1000 2nd Ave #2700, Seattle, WA
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Ward & Company

Ward & Company

(1)
“They are great.”
Transparent Fees & Pricing
In Business Since 2013
2401 4th Ave Ste 840, Seattle, WA
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Verus

Verus

(1)
Is Painless Diversification Back?, Investment Managers, Outsourced CIO (Ocio)
“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.”
In Business Since 1991
800 5th Ave #3900, Seattle, WA
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Logic20/20

Logic20/20

(5)
“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.”
In Business Since 2005
1501 1st Ave S #310, Seattle, WA
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Carlton & Company Financial

Carlton & Company Financial

(1)
Retirement Planning, Financial Planning, Risk Management & Insurance
“Karalyn is a financial advisor who tailors her deep expertise to your financial goals.”
In Business Since 2012
2107 Elliott Ave Suite 305, Seattle, WA
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Salmon Bay Wealth Management

Salmon Bay Wealth Management

(1)
“He was very patient and was willing to come to our home to learn more about our specific situation and to help us finish paperwork.”
In Business Since 2014
5708 26th Ave NW, Seattle, WA
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Ignite Financial Planning

Ignite Financial Planning

(1)
“I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds.”
PLANNER Certified
In Business Since 2019
500 Yale Ave N, Seattle, WA
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Laird Norton Wealth Management

Laird Norton Wealth Management

“What is the full potential of your wealth? The answer is as unique and complex as you are. It brings together your life story, your family, your community, your values, your goals, and your assets. A This is the Laird Norton way.”
In Business Since 2012
801 2nd Ave Suite 1600, Seattle, WA
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Retirement Planning and Investment Management Services in Seattle, WA Cost Estimates

Minimum cost
$1245
Maximum cost
$10579
National Average
$3734
Avg Per Hour Rates
$374
$2489
$6845
Typical price range is based on 516 cost profiles
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Average Cost $3734
Minimum cost $1245
Maximum cost $10579
Avg Per Hour Rates $374

Typical range $2489 to $6845 is based on 516 cost profiles.

Why these companies made our list

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