Best Financial Advisors in Tacoma, WA

The highest-rated Financial Planning & Wealth Management firms out of 316 vetted & reviewed in the Tacoma area.

Penny Lane Financial

Penny Lane Financial

(13)
Long-Term Care, Life Insurance, Medicare Planning
“Refinance process was smooth and they kept me updated every step of the way.”
Licensed
In Business Since 2014
1804 W Union Ave #202, Tacoma, WA
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Slusser Financial

Slusser Financial

(1)
Services, Business Solutions, Advanced Planning
“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.”
Licensed
In Business Since 2017
1201 Pacific Ave, Tacoma, WA
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Conestoga Wealth Partners

Conestoga Wealth Partners

(9)
Accumulation, Risk Management, Taxation
“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
Serving Tacoma Area
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Batik Financial

Batik Financial

(2)
“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.”
Accepts All Major Credit Cards
In Business Since 2013
10209 Bridgeport Way SW d10, Tacoma, WA
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Sound Financial Strategies

Sound Financial Strategies

(1)
“He has given me great advise on how to protect myself and my son for the future.”
In Business Since 1996
4301 S Pine St #457, Tacoma, WA
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Commencement Bay CPA

Commencement Bay CPA

(7)
  • Finances
“John contacted the by mail and then followed up with a phone call that resulted in them reviewing my appeal in a timely manner and then they agreed with my appeal.”
Transparent Fees & Pricing
In Business Since 2011
Serving Tacoma Area
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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.”
5243 S Tacoma Way Suite I, Tacoma, WA
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Jim Garrison Financial

Jim Garrison Financial

(1)
“I've recommended him to multiple people and everyone I know has had the same reaction - Jim is fantastic!”
Serving Tacoma Area
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Batanian Financial Group

Batanian Financial Group

(1)
“Batanian and his staff to all my friends and relatives.”
Licensed
In Business Since 2014
Serving Tacoma Area
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Investors Portfolio Services

Investors Portfolio Services

(3)
Retirement Planning, Business Planning, Wealth Management
“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.”
Licensed, BBB Rating: A+
In Business Since 1995
Serving Tacoma Area
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Symmetry Financial Group Tacoma

Symmetry Financial Group Tacoma

(6)
  • Families
“I started out as a client and she helped me get some great coverage in place to protect my family and was given the opportunity to go out and help families myself.”
Remote Consultations Available
Free Initial Consultation
In Business Since 2018
7304 Lakewood Dr W Suite 22, Lakewood, WA
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Retirement Planning and Investment Management Services Estimated Cost in Tacoma, WA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 217 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 217 cost profiles.

Why these companies made our list

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