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Best Financial Advisors in Bellevue

2024

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Website
1601 114th Ave SE Suite 106, Bellevue, WA 98004
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

Fortis Financial Group is an independent, fiduciary financial advisory firm in the Pacific Northwest that provides financial planning solutions to people in Bellevue. Its team of wealth management professionals is composed of CFPs, CFAs, and CPAs, providing clients with direct access to the company's financial group. Its consultants offer financial planning, scenario analysis, institutional-level investment insights, and tax advice across financial management areas to help technology professionals manage and grow their portfolios. Fortis’ mission is to enrich customers' lives through financial security and freedom.

License Verified:

License: 172198

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free Consultation

Website
800 Bellevue Way NE, Bellevue, WA 98004
  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Financial Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

As a STEM professional, you prefer to manage your own finances, but you want to feel confident you are on the right track. Synergos provides you with ongoing financial planning, guidance, and education so you can make informed decisions to help you align your financial resources with your aspirations. Synergos offers comprehensive financial planning, retirement savings strategies, Roth 401(K) and IRA conversion strategies, tax planning, cash flow management, risk management, and estate planning strategies.

License Verified:

License: 5251090

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule Your Free Consultation

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Bellevue, WA
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
11100 Northeast 8th Street, Bellevue, WA 98004
  • Certified Financial Planner (CFP)

Why choose this provider?

Bordeaux Wealth Advisors offers financial management services, investment solutions, and tax advice to financially successful Bellevue individuals and families. It creates, reports on, and monitors extensive financial planning frameworks. It also makes customized, diversified portfolios of private and public investments that take advantage of research capabilities. It also deals with estate, wealth transfer, risk management, cash flow, and income tax planning. Thomas C. Myers, the company's CEO is a CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst). He is also a Certified Public Accountant with over 30 years of wealth advisory experience. While it's Managing Partner Jon C. Snare is also a CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst).

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10655 Northeast 4th Street, Bellevue, WA 98004
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Avier Wealth Advisors, located in Bellevue, provides fiduciary financial advisory services to individuals in the technology industry. It creates and implements financial, cash flow, tax, and compensation plans. It also advises tech workers and executives on risk management and diversification strategies and helps them manage the stock packages given by their companies. The firm supports each of its clients by providing a three-person advisory team which includes a client service associate, a lead advisor, and an associate advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10900 Northeast 4th Street, Bellevue, WA 98004
  • Certified Financial Planner (CFP)

Why choose this provider?

Decker Retirement Planning Inc serves clients in Bellevue and the surrounding areas. It strives to provide its clients with a math-based and principle-based approach when it comes to financial planning. Services offered by the company include income planning, investment strategies, tax minimization, and Social Security optimization. It also uses technology to provide clients with a portfolio risk score. Decker Retirement Planning also has an education branch that conducts workshops and webinars. Founder Brian J. Decker has over 35 years of asset management experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Google
5.0 / 5 (6)
Yelp
2.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
500 108th Avenue Northeast, Bellevue, WA 98004
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Based in Bellevue, Alterra Advisors is an independent wealth management firm providing services to clients in the local metro. It offers personalized financial planning services, which include advice on debt strategies, insurance products, investments, retirement goals, and cash management. It also offers wealth management advice and educates the client on potential liabilities, tax situations, and risk tolerance. Grant Monson, a financial advisor at Alterra Advisors, has the Chartered Financial Consultant and Chartered Life Underwriter designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (34)
Facebook
5.0 / 5 (14)
Yelp
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11911 Northeast 1st Street, Bellevue, WA 98005
  • Certified Financial Planner (CFP)

Why choose this provider?

Senior Financial Advisors, Inc., provides guidance to the residents surrounding the Bellevue metro. Since 1989, it has provided investment management, retirement income and estate planning, and Social Security analysis and planning services. The company has a fiduciary capacity and focuses on its clients' interests. It concentrates on helping individuals with their retirement goals and utilizes a team-based approach. Its founder, Terry Cole, is a post-retirement planner who found that retirees are concerned with preserving capital, managing investment risk, and maintaining purchasing power.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
2821 Northup Way, Bellevue, WA 98004
  • Certified Financial Planner (CFP)

Why choose this provider?

Vestory delivers financial services to clients in Bellevue. The firm offers financial guidance, income management, portfolio creation, financial planning, asset management, and legacy counseling. It enlists the expertise of a team of financial advisors, providing clients with plans appropriate for their needs. It educates clients on finance and investment management through its podcast, e-books, and online classes. Moreover, the firm offers fiduciary advice. Tom Cock is the regional director of Vestory. He hosted Serious Money on PBS.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6040 California Avenue Southwest, Seattle, WA 98136
  • Certified Financial Planner (CFP)

Why choose this provider?

Columbia Strategic Wealth Advisors serves professionals, families, retirees, and businesses from the Bellevue metro. Using a personalized approach, it evaluates clients’ needs, explores options, and creates a financial program to help them reach short-term and long-term objectives. The financial plan addresses a number of topics, including investment portfolio analysis, risk management and asset protection, as well as education, business succession, and legacy planning. These are available in basic, comprehensive, or retirement financial plan packages, as well as business or advanced financial plan packages.

Website
2135 112th Avenue Northeast, Bellevue, WA 98004
  • Estate Planning
  • Tax Planning

Why choose this provider?

Moser Wealth Advisors provides guidance to clients residing in Bellevue. It is a wealth management firm that offers financial planning, tax planning, business strategy, investment advisory, and accounting solutions services to help clients protect and enhance their financial goals. Its financial advisors have the knowledge and experience to help clients with their financial concerns. Founder Scott Moser has over 30 years of public accounting experience and 20 years in investment management. He is a member of the National Association of Personal Financial Advisors (NAPFA).

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
777 108th Avenue Northeast, Bellevue, WA 98004
  • Certified Financial Planner (CFP)

Why choose this provider?

Sovereign Wealth Advisors is a firm that offers financial planning, asset management, and estate planning in Bellevue and its surrounding communities. It provides solutions in areas such as asset protection, illiquid asset coordination, business succession, continuation planning, and stock options analysis. The company also handles portfolio management, account rebalancing, individual bond selection, risk assessment, and investment expense monitoring. Sovereign Wealth Advisors' president and CEO, Scott Sheffield, has been a financial planner since 1988.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
14410 Bel-Red Road, Bellevue, WA 98007
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Pacific Financial Advisors caters to individuals and businesses in the Bellevue metro and the surrounding communities. The services this firm offers include estate and legacy, investment, retirement, and tax planning. Ross Wolf, the CEO and owner, brings more than 30 years of experience in the financial services industry. He is an investment advisor representative who holds a Bachelor's degree in Finance. Wolf has earned various designations, such as the Chartered Financial Consultant and Chartered Life Underwriter.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
777 108th Avenue Northeast, Bellevue, WA 98004
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Boone Wealth Advisors provides financial services to clients in Bellevue and the surrounding areas. The firm offers financial planning, investment management, and risk management services. It includes planning for taxes, retirement income, education, estates, and insurance or long-term care needs. The team works closely with clients to create a financial plan tailored to their goals. Founder Michael W. Boone holds both CFP and CFA designations and has appeared on national television programs such as CNN and ABC News Tonight.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
4.6 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
11400 Southeast 8th Street, Bellevue, WA 98004
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2013, Mainspring Wealth Advisors LLC caters to the financial needs of individuals, pre-retirees, retirees, families, and business owners in Bellevue and its surrounding metros. The company’s wealth management services focus on key areas such as the preservation of wealth and assets, liquidity, wealth transfer, and charitable giving. Its financial plan-building process involves consultations, goal prioritization, strategy sessions, plan finalization, implementation, and review. Mainspring Wealth Advisors’ team of professionals has spent more than 1,000 cumulative hours of volunteer service for community-based organizations.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Should you talk to a financial advisor if you are a retiring federal employee in Bellevue?

    Yes. You should talk with a financial advisor if you are a retiring federal employee in Bellevue. Your advisor can help you navigate the complexities of federal benefits and process them. They can develop strategies on how you can maximize the value of your retirement benefits. Your financial advisor can process insurance coverages and allocate your retirement accounts.

  • What are the main reasons for parents to acquire life insurance for their kids in Bellevue?

    Parents acquire life insurance for their kids in Bellevue because they want their children to be protected in the future. They are worried about their children's situation in case of their unexpected death. Aside from future insurability, parents get life insurance for kids because they can use it in obtaining vehicles. It can be also converted into cash while their children are alive.

  • How can you increase your liquidity to tame inflation in Bellevue?

    To tame inflation in Bellevue, you need to increase your liquidity. You can do this by increasing your savings to emergency funds and delaying selling your investments from your retirement accounts. You should also re-examine your budget and revisit how you use your credit cards. Additionally, acquiring a personal loan or line of credit can increase your liquidity. However, it is an expensive move.

  • Is it enough to have disability insurance provided by your company in Bellevue?

    According to the National Compensation Survey of the US Bureau of Labor Statistics in 2021, disability insurance provided by employers only covers around 50% to 60% of an individual's income. Employees also need to pay taxes on any coverage payments. If you want to have nearly 100% income coverage, you might consider acquiring your own disability insurance in Bellevue.

  • If you are a homeowner in Bellevue and want to acquire property insurance, what coverage should be included in your policy?

    If you are a homeowner in Bellevue and want to acquire property insurance, you should consider several things before getting the policy. Property insurance should have coverage plans for the replacement of lost, stolen, or damaged valuables, including art and pieces of jewelry. It also has to cover reconstruction costs and meal or hotel expenses if your home becomes inhabitable due to a disaster.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.