Best Financial Advisors in Shoreline, WA

The highest-rated Financial Planning & Wealth Management firms out of 373 vetted & reviewed in the Shoreline area.

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 2002
Licensed, BBB Rating: A+
Serving Shoreline Area
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Ohana & Amigos

Ohana & Amigos

(3)
“He's sought help from specialists when needed and kept us, and our daughter, up to date and in good shape.”
In Business Since 2021
Remote Consultations Available
Serving Shoreline Area
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Steven Bentley, Waddell & Reed

Steven Bentley, Waddell & Reed

(1)
“Knowledge financial advisor who listens to his client's values and advises accordingly.”
In Business Since 2019
Serving Shoreline Area
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Better Tomorrow Financial

Better Tomorrow Financial

(12)
  • Retirement
“I am approaching 40 and had zero savings, was still living paycheck to paycheck despite making good money, and sadly felt like retirement was just a fantasy.”
In Business Since 2020
Free Initial Consultation
12526 Dayton Ave N, Seattle, WA
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Olde Wealth Management

Olde Wealth Management

(1)
“Denton's courtesy, kindness, professionalism, respect and technical abilities put you at ease - he really does like helping people and seeing them improve their financial situation.”
In Business Since 2014
Transparent Fees & Pricing
11201 SE 8th St #150, Bellevue, WA
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Balcom Investments

Balcom Investments

(1)
Retirement Income, Insurance Management, Employee Benefit & Stock Option Analysis
“Enjoyed positive results over many years of their management.”
In Business Since 2006
2270 Carillon Point, Kirkland, WA
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Creditceo

Creditceo

(18)
  • 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
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Raymond Lyle CPA

Raymond Lyle CPA

(20)
Services For Quickbooks, Services For Individuals, Business Services
“I highly recommend his services as he is the one CPA I can count on for all my quarterly and annual filings as well as plannings for city, state and federal.”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
Offers Financing Options
4622 SW Myrtle St, Seattle, WA
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Elevated Financial Management

Elevated Financial Management

(20)
  • Social Security
  • Confident
  • Team
“If you want someone who's going to be honest, look out for your best interest and your goals, and current situation, I highly recommend the Team at Elevated.”
In Business Since 2020
CRD #175083
33507 Celebration Park Rd bldg h ste 2, Federal Way, WA
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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 2005
Licensed, BBB Rating: A+
Free Initial Consultation
1400 S Jackson St #3, Seattle, WA
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Gale E Smith CPA

Gale E Smith CPA

(14)
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
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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
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Life Point Law

Life Point Law

(20)
Probate / Estate Administration, Elder Law, Estate Planning
“He is very knowledgeable in elder law, easy to talk to, and he is passionate about helping his clients reach their desired goal in their estate planning.”
In Business Since 2015
31919 6th Ave S a100, Federal Way, WA
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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
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CEG Life Insurance Services

CEG Life Insurance Services

(20)
  • 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
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Continuous Scale

Continuous Scale

(2)
Specialized Business Services, Accounting & Bookkeeping, Business Advisory Services
“The real magic is the insights and strategic thinking across operations, finance, GTM design and systems that was essential in increasing the velocity of the turn-around and doing so without it becoming a reboot, with the associated revenue "J" curve...”
In Business Since 2020
Emergency Services
Free Initial Consultation
5510 SW Winthrop St, Seattle, WA
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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
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Numbers Don't Lie, CPA

Numbers Don't Lie, CPA

(20)
  • Questions
  • Information
“I've trusted my taxes to Numbers Don't Lie for the past few tax seasons and each time I end up with rapid response, knowledgeable support, easy data entry, and a defensible tax file that I am confident in.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
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Atkinson Wealth Strategies

Atkinson Wealth Strategies

(4)
Estate Planning, Private Client High-Net-Worth, Independent Financial Planning
“Tyler was very helpful with my profit sharing, 401k, and retirement planning.”
In Business Since 2020
Licensed, BBB Rating: A+
11900 NE 1st St Suite 300, Bellevue, WA
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Retirement Planning and Investment Management Services Estimated Cost in Shoreline, WA 2023

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 232 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Typical range $2040 to $5610 is based on 232 cost profiles.

Why these companies made our list

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