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.”

i

(425) 770-5281 View Profile

Ohana & Amigos

(3)

“He's sought help from specialists when needed and kept us, and our daughter, up to date and in good shape.”

i

(360) 613-7033 View Profile

Steven Bentley, Waddell & Reed

(1)

“Knowledge financial advisor who listens to his client's values and advises accordingly.”

i

(253) 655-7627 View Profile

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.”

i

(425) 495-7484 View Profile

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.”

i

(425) 284-6800 View Profile

Balcom Investments

(1)

Retirement Income, Insurance Management, Employee Benefit & Stock Option Analysis

“Enjoyed positive results over many years of their management.”

i

(800) 216-2725 View Profile

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.”

i

(425) 577-3749 View Profile

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.”

i

(253) 342-7142 View Profile

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.”

i

(206) 322-2226 View Profile

SAM Income TAX

(3)

Real Estates, Services For Individuals, Business Accounting Solutions

“Great service, I was referred by a family member.”

i

(425) 455-0065 View Profile

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.”

i

(800) 974-2814 View Profile

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.”

i

(253) 838-3454 View Profile

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.”

i

(425) 615-7360 View Profile

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.”

i

(425) 947-5288 View Profile

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.”

i

(425) 444-0684 View Profile

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...”

i

(206) 528-2001 View Profile

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.”

i

(206) 627-0039 View Profile

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.”

i

(425) 747-1464 View Profile

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.”

i

Average Cost	$3060
Minimum cost	$1020
Maximum cost	$8670
Avg Per Hour Rates	$306

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

Ohana & Amigos

Steven Bentley, Waddell & Reed

Better Tomorrow Financial

Olde Wealth Management

Balcom Investments

Creditceo

Raymond Lyle CPA

Elevated Financial Management

SAM Income TAX

Gale E Smith CPA

Leading Retirement Solutions

Life Point Law

Truewealth Financial Partners

CEG Life Insurance Services

Continuous Scale

Goldbloom Wealth Management

Numbers Don't Lie, CPA

Atkinson Wealth Strategies

Retirement Planning and Investment Management Services Estimated Cost in Shoreline, WA 2023

Why these companies made our list

Wealth Management Advisors near Shoreline

Popular in Shoreline