Best Financial Advisors in Shoreline, WA

The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Shoreline area.

Pacific Sage Partners

Pacific Sage Partners

“Welcome to Pacific Sage Partners. We're fiduciaries and wealth managers who truly value helping others achieve their financial goals. We'll help you plan and fulfill your life's purpose with our comprehensive wealth management, financial planning and...”
In Business Since 2021
1847 NW 195th St, Shoreline, WA
i
Creditceo

Creditceo

(28)
  • House
  • Collections
  • Payment
“I followed the instructions step by step and went from renting from a private landlord (since I didn't want to run credit and get denied) to owning my $400K+ house.”
Free Initial Consultation
In Business Since 2015
Licensed, BBB Accredited
Emergency Services
701 5th Ave #4200, Seattle, WA
i
Raymond Lyle CPA

Raymond Lyle CPA

(24)
Services For Quickbooks, Services For Individuals, Business Services
“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.”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
4622 SW Myrtle St, Seattle, WA
i
Francis & Company

Francis & Company

(9)
Tax Planning, Innocent Spouse Relief, Management Consulting
“Would highly recommend!”
Transparent Fees & Pricing
In Business Since 1984
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
200 W Mercer St Ste 208, Seattle, WA
i
Moser Wealth Advisors

Moser Wealth Advisors

“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...”
Offers Financing Options
In Business Since 2008
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2135 112th Ave NE STE 100, Bellevue, WA
i
CEG Life Insurance Services

CEG Life Insurance Services

(30)
  • Application
  • Product
  • Team
“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
SAM Income TAX

SAM Income TAX

(3)
Real Estates, Services For Individuals, Business Accounting Solutions
“Great service, I was referred by a family member.”
Offers Financing Options
In Business Since 2006
Licensed, BBB Rating: A+
Free Initial Consultation
1400 S Jackson St #3, Seattle, WA
i
Atkinson Wealth Strategies

Atkinson Wealth Strategies

(5)
Estate Planning, Private Client High-Net-Worth, Independent Financial Planning
“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.”
In Business Since 2019
Licensed, BBB Rating: A+
11900 NE 1st St Suite 300, Bellevue, WA
i
750ispossible,llc

750ispossible,llc

(15)
Sign up, Pricing, Partners
“Phil at 750ispossible took great care of them and I hear their scores were increased in less than 3 months and they are in the process of a home purchase!”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
13620 61st Ave SE, Everett, WA
i
James Russell

James Russell

(4)
Trusts & Estates, Accounting, Business Advisory
“Having slightly complicated taxes this past year (2 W-2s, 1 1099, 2 K-1s, and I am a new small business owner) I wanted to make sure that my taxes got done right.”
In Business Since 2003
Licensed, BBB Rating: A+
Serving Shoreline Area
i
Silva Business Solutions

Silva Business Solutions

(1)
“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.”
In Business Since 2006
Licensed, BBB Rating: A+
12006 98th Ave NE #100, Kirkland, WA
i
Evergreen Gavekal

Evergreen Gavekal

“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 ...”
In Business Since 2015
Licensed, BBB Rating: A+
Accepts Cash
1412 112th Ave NE Suite 100, Bellevue, WA
i
Better Tomorrow Financial

Better Tomorrow Financial

(16)
  • Retirement
  • Investments
“My husband and I were looking for a reputable financial advisor to help us plan for retirement and ensure we were making the right choices with our investments.”
In Business Since 2020
Free Initial Consultation
12526 Dayton Ave N, Seattle, WA
i
Millward Accounting & Bookkeeping

Millward Accounting & Bookkeeping

(8)
Business Services, Services For Quickbooks, Industries
“Really, he was a great business coach and helped me develop some habits that made my books easier to keep and now I have him managing everything for me so I can just pop in periodically and check on things & actually understand what I'm looking for a...”
Remote Consultations Available
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
5608 17th Ave NW Ste 1285, Seattle, WA
i
Gale E Smith CPA

Gale E Smith CPA

(15)
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
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
Seattle Tax Group

Seattle Tax Group

(4)
Industries, Services For Individuals, Business Services
“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.”
In Business Since 2020
Transparent Fees & Pricing
Free Initial Consultation
12537 15th Ave NE Suite 105, 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
Foster Financial Services

Foster Financial Services

(16)
  • Informative
  • Investments
  • Retirement
“Foster Financial Services fielded my questions about life insurance and walked my wife and I through plans that focus on the now as well as the future.”
30+ Years Experience
Remote Consultations Available
Serving Shoreline Area
i
Leading Retirement Solutions

Leading Retirement Solutions

(10)
White Label Services, Support & Guidance, Plan Design
“We chose leading retirement solutions to help using our 401(k) and ROB's program to purchase our Flower company- AVOIDING- bank loans for a fast purchase.”
In Business Since 2011
2226 Eastlake Ave E, Seattle, WA
i
Presidio Financial Group

Presidio Financial Group

(9)
Financial Planning, Wealth Management, Insurance
“Chris has great insight on strategic financial planning in view of investment and tax; a financial planner, a friend and a "life quarterback" to call on for financial advise.”
In Business Since 2022
3020 Issaquah-Pine Lake Rd SE, Sammamish, WA
i
Helium Tax

Helium Tax

(1)
Quickbooks Services, Services For Individuals, Business Services
“These guys are the best in the business period!”
In Business Since 2015
Transparent Fees & Pricing
Free Initial Consultation
10512 19th Ave SE Suite 101, Everett, WA
i
Andersen Tax

Andersen Tax

(1)
Valuation, Financial Reporting, Alternative Investment Fund Principals
“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.”
In Business Since 1988
Transparent Fees & Pricing
Remote Consultations Available
1200 5th Ave #1600, Seattle, WA
i
Sumeet K. Bedi, CPA

Sumeet K. Bedi, CPA

(9)
Tax Services, Services For Individuals, Business Services
“In addition to this, Sumeet did a lot of research into my husband's unique job situation and advised us on all the work related expenses he could be claiming.”
In Business Since 2016
Transparent Fees & Pricing
Serving Shoreline Area
i

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

Minimum cost
$1056
Maximum cost
$8973
National Average
$3167
Avg Per Hour Rates
$317
$2112
$5806
Fair price range is based on 428 cost profiles
Click to copy
Successfully copied!
Average Cost $3167
Minimum cost $1056
Maximum cost $8973
Avg Per Hour Rates $317

Fair range $2112 to $5806 is based on 428 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top