Laurels

Best Financial Advisors in Bellevue
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Bellevue Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 41 29 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Columbia Strategic Wealth Advisors

  • Certified Financial Planner (CFP)

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.

6040 California Avenue Southwest
Seattle, WA 98136

Website

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