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Best Financial Advisors in Yakima, WA
20 firms listed · 9 in Yakima · 12 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Surience Private Wealth
- Team
- Confidence
- Retirement
“In 2019, my husband and I connected with Armand as I had just completed 30 years in my career and we were ready to roll our retirement savings into a plan that was going to meet our needs in the years to come.”
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Leonard Rickey Investment Advisors
“Nice office space with friendly staff”
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Todd F. Homer, Cmfc
“He advised us in a manner that's allowed me to retire comfortably.”
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Financial Management
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Northwestern Mutual
“If you are looking for someone to help you at any point in the Investment or insurance process I would highly recommend Steven.”
The 20 firms listed for Yakima, 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: Yakima, WA
Of the 20 firms we list here, 9 are in Yakima itself and 11 come from towns including Wenatchee (4, 59 mi), Ellensburg (2, 28 mi) and Kennewick (2, 71 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 49 reviews. The services the firms on this page list most often on their websites are retirement planning (5), estate planning (3), financial planning (3), investment management (2) and investment planning (2). 2 show a license on their websites and 1 lists staff certifications (CFA and CFP). 14 have ten or more years of experience, the longest 86 years. 1 is family- or locally-owned. We have a website on file for 18 of the firms on this page; 15 publish a contact page; 10 list a public email and 5 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 firms listed for Yakima take financial planning bookings online?
5 of the 20 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Terry D. Goddard, CPA
“Picking an accountant is a tough choice but they make everything so easy!”
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Tieton Capital Management
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Rogers Financial Group
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Fevergeon Financial
“David and his team are great to work with!”
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Hernandez Financial
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Isaac Sullivan Financial
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Draggoo Financial Group
- Team
- Questions
- Investment
“He goes above and beyond in providing answers and clarity on all the financial questions I've had and ensures I have the right information to make informed decisions.”
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Sage Hills Financial
- Meeting
“I wanted to avoid going to large chain institutions in hopes of getting true personalized advice and attention; After researching my local options, I am beyond happy with my decision to come here!”
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Augustedge
“Very professional, they have been doing my corporate and personal taxes for over 5 years and I am very satisfied with their work.”
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Kim Johnson - KMJ Financial Solutions
“Is a good advocate for her clients.”
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Era Capital Management
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Scenic Financial
“They have great advise and will help you get where you need to be with your finances and saving for retirement.”
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Noble Wealth Management
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Fit Financial Consulting
Retirement Planning and Investment Management Services in Yakima, WA Cost Estimates
Minimum cost
$1153
Maximum cost
$9796
National Average
$3458
Avg Per Hour Rates
$346
$2305
$6339
Fair price range is based on 418 cost profiles
Why these companies made our list
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