Best Financial Advisors in Tacoma, WA

“I have been a client at R&I for over 15 years, and I will be a client as long as this business exists, in 15 years I have never been disappointed in the services.”

“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 addition, Steve is extremely knowledgeable when it comes to retirement plans for Washington state educators---so if you are a teacher or administrator or work in a school district, he is a huge resource.”

“Eric and his crew are exceptional at their jobs, and make you feel like they personally care about your financial future as well as give you very sound financial advice.”

“All in all, this was a very pleasant and stress-free meeting about my finances.”

“My 4 years at Bulwark has seen constant out performance of markets and other benchmarks.”

“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.”

“Chieko is the best!!!!”

“When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organ...”

“They understand our needs and don't try to push funds that are not within those parameters.”

“Our team is grounded in the voice of our clients. Through our work, we custom design, implement, and monitor financial plans for our clients. The result is a financial and life plan that is reflective of their core values and goals for contributing t...”

“There are many factors to consider when deciding on the amount of an allowance, including age, how the allowance is meant to be used, and even the cost of living in your area. An easy starting place is one dollar for every year of life per week. Age ...”

“We have a complicated family dynamic which complicates our financial situation greatly, and he helped so much by providing valuable information on how to navigate it and showing us what our options are.”

“Rajiv's approach was unique in that he took the time to really hear, and listen to what I wanted and needed and yet kindly and gently let me know when what I wanted didn't line up with my financial situation.”

“Within a short period of time, Chris helped me to resolve my issues, refile correctly my prior years business returns and save me a lot of money moving forward by using the tax code correctly.”

“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.”