South Hill, WA

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South Hill, WA
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Best Financial Advisors near South Hill, WA

There are no firms listed in South Hill itself yet; the 24 below are the closest options, from towns including Tacoma (9, 12 mi), Gig Harbor (6, 21 mi) and Lakewood (2, 12 mi).

21 rated 4.5+ · 2 show a license

Data verified October 17, 2026

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Briarwood Financial

Briarwood Financial

(49)
  • Taxes
  • College
  • Integrity
“I appreciate the convenience and flexibility for those with a busy schedule, the emphasis placed on exceeding my specific & unique needs/goals as well as the commitment towards superior and individualized customer service!”
In Business Since 2020
Gig Harbor, WA · 21 mi from South Hill
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Investors Portfolio Services

Investors Portfolio Services

(8)
  • Questions
  • Risk
  • Investment
“A month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn't know Frank very well.”
In Business Since 1997
BBB Rating: A+
Puyallup, WA · 4 mi from South Hill
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Cory Garnaas CPA PSC

Cory Garnaas CPA PSC

(4)
“I have used Cory for the last two filing years and I find he and Ricki an absolute pleasure to work with.”
In Business Since 1990
BBB Rating: A+
Transparent Fees & Pricing
Gig Harbor, WA · 21 mi from South Hill
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Commencement Financial Planning

Commencement Financial Planning

(22)
  • Portfolio
  • Certified Financial Planner
  • Sound
“We moved our portfolio to Commencement Financial approximately 9 years ago after becoming disenchanted with our advisor from a large corporate company.”
In Business Since 2014
Accepts Check
Transparent Fees & Pricing
Lakewood, WA · 12 mi from South Hill
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Elevated Financial Management

Elevated Financial Management

(24)
  • Retirement
  • Sleep
  • Workshop
“I've been with Mark for 3 years now and I appreciate his attention to detail, his ongoing Commnication going through this process and he has made very smart choices on how and where my funds are invested.”
In Business Since 2020
Renton, WA · 25 mi from South Hill
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Penny Lane Financial

Penny Lane Financial

(14)
  • Refinance
  • Team
  • Questions
“She secured us a loan when none of our banks or credit unions could - I highly recommended Penny Lane - they saved my house with an affordable Refi loan!”
In Business Since 2014
NPN #17702278
Tacoma, WA · 12 mi from South Hill
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The 24 firms listed for South Hill, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: South Hill, WA

The 24 firms on this page are rated from 4.0 to 5.0 across 264 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (87%) and quality (52%). The services the firms on this page list most often on their websites are retirement planning (4), estate planning (3), financial planning (3), annuities (2) and business planning (2). 2 show a license on their websites and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 38 years. 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 21 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for South Hill offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Batik Financial

Batik Financial

(13)
  • Retirement
  • Financial Stability
  • Financial Advisor
“He has been our financial advisor for the past 5 years and even though we have moved recently to Seattle - we continue to meet with Steve as he lets us know of new opportunities to live our last years with financial stability.”
In Business Since 2016
Accepts All Major Credit Cards
Tacoma, WA · 12 mi from South Hill
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Conestoga Wealth Partners

Conestoga Wealth Partners

(8)
  • Retirement
  • Advisor
“As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor.”
In Business Since 2011
Free Initial Consultation
Gig Harbor, WA · 21 mi from South Hill
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Data Driven Decisions

Data Driven Decisions

(9)
  • Team
  • Bookkeeping
  • Information
“In less than 20 minutes Katy was able to direct me to the relevant sections of the WA State Department of Revenue (DOR) website and advised me on the right number to call and the questions to pose to the DOR staff.”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
Browns Point, WA · 15 mi from South Hill
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Heggerness & Bronk CPA Group

Heggerness & Bronk CPA Group

(8)
“He has worked through our situation of business owners, and a host of other tax issues, This company stands behind you, and you can always count on them for your tax issues or concerns.”
In Business Since 1988
Accepts All Major Credit Cards, Cash, Check, Debit
Transparent Fees & Pricing
Gig Harbor, WA · 21 mi from South Hill
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Black Bishop Financial Group

Black Bishop Financial Group

(1)
“All in all, this was a very pleasant and stress-free meeting about my finances.”
In Business Since 2013
Transparent Fees & Pricing
Tacoma, WA · 12 mi from South Hill
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Puget Sound Financial Strategies

Puget Sound Financial Strategies

(9)
  • Questions
  • Plan
“When we were not in any position to invest, I would often tell him there's no money in it for you we aren't ready and he would respond with no worries,…some day you will.”
In Business Since 1997
Tacoma, WA · 12 mi from South Hill
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Bulwark Capital Management

Bulwark Capital Management

(4)
  • Money
  • Market
“I'm a small client not even maxing out my Roth IRA yet and I get outstanding customer service every time I need it.”
In Business Since 2017
Tacoma, WA · 12 mi from South Hill
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Harbor Wealth Management

Harbor Wealth Management

(1)
“Knows his stuff”
In Business Since 2010
Free Initial Consultation
Gig Harbor, WA · 21 mi from South Hill
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Commencement Bay CPA

Commencement Bay CPA

(7)
  • Finances
“We initially went to John for our personal tax returns, and what followed was a journey of restructuring my personal and business finances based on his wise, measured advice.”
In Business Since 2020
Transparent Fees & Pricing
University Place, WA · 14 mi from South Hill
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Maclean Wealth Planning

Maclean Wealth Planning

(1)
“Chieko is the best!!!!”
In Business Since 2013
Tacoma, WA · 12 mi from South Hill
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Slusser Financial

Slusser Financial

(1)
“Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether it's personal, business needs, or estate planning strategies.”
In Business Since 2017
Licensed
Tacoma, WA · 12 mi from South Hill
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Kimball Creek Partners

Kimball Creek Partners

In Business Since 2013
Tacoma, WA · 12 mi from South Hill
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FND Insurance & Financial Services

FND Insurance & Financial Services

(18)
  • Navigate
  • Options
“Since 2015, FND has been helping me navigate the intricacies of medical insurance such as enrollment periods, comparing different plans and benefits, healthcare legislation updates, processing COBRA coverage for departed employees, just to name a few...”
In Business Since 2013
Accepts All Major Credit Cards
Lakewood, WA · 12 mi from South Hill
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North Financial

North Financial

(5)
  • Small Business
“We could highly recommend him for your tax season forms.”
In Business Since 2013
Locally Owned & Operated
University Place, WA · 14 mi from South Hill
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Jarvis Financial

Jarvis Financial

(2)
“The entire team is committed to the fiduciary standard and are only interested in the client's success and financial security.”
In Business Since 1994
Federal Way, WA · 13 mi from South Hill
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Cornerstone Financial Strategies

Cornerstone Financial Strategies

(1)
“They understand our needs and don't try to push funds that are not within those parameters.”
In Business Since 2005
Below Average Price Tag
Tacoma, WA · 12 mi from South Hill
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Summit Wealth Management

Summit Wealth Management

(1)
“Stellar group of professionals that are incredible to work with!”
In Business Since 2003
Gig Harbor, WA · 21 mi from South Hill
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Main Street Wealth Advisors

Main Street Wealth Advisors

In Business Since 2013
Accepts All Major Credit Cards
Federal Way, WA · 13 mi from South Hill
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HomeWealth Management AdvisorsWashingtonSouth Hill, WA

Retirement Planning and Investment Management Services in South Hill, WA Cost Estimates

Minimum cost
$1072
Maximum cost
$9107
National Average
$3214
Avg Per Hour Rates
$322
$2143
$5893
Fair price range is based on 302 cost profiles
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Average Cost $3214
Minimum cost $1072
Maximum cost $9107
Avg Per Hour Rates $322

Fair range $2143 to $5893 is based on 302 cost profiles.

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Financial Advisors near South Hill

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