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Best Financial Advisors in Marysville

2024

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Website
Marysville, WA
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Certified Financial Planner (CFP)

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 Marysville. 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: 6169300

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 (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
1700 Westlake Ave N Suite 200, Seattle, WA 98109
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Synergos Advisory LLC offers comprehensive financial planning solutions to STEM entrepreneurs and professionals in and around Marysville. In addition to financial planning, the firm's services include tax planning and preparation, investment management, and estate planning. Its team also works closely with clients, advising them on making positive adjustments in their financial habits to achieve their goals. Certified Financial Planner David R. Uhlmann is an Accredited Asset Management Specialist, an Accredited Portfolio Management Advisor, and a Master of Science in Finance.

License Verified:

License: 304021

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

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

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
3500 188th St. SW, Suite 102, Lynnwood, WA 98037
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Comprehensive Wealth Management serves individuals in the Marysville community. The firm provides personal wealth management services to help clients achieve their desired lives for their families. Services include college funding, insurance planning, employer-sponsored retirement planning, and portfolio management. It also offers charitable giving and tax strategy and coordination. Its vice president, Brian J. Lockett, is a CFP with decades of experience. He and his team give back to the community by supporting Financial Beginnings Washington and Alzheimer's Association.

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
2911 Bond St Suite 200, Everett, WA 98201
  • Retirement Planning

Why choose this provider?

Bauer Evans, Inc., P.S., is a CPA firm that caters to residents, businesses, and not-for-profits in Marysville and nearby areas. It offers various financial planning services and educates clients on risks and options. Through a proprietary approach, it builds custom retirement plans that consider factors such as market downturns and Social Security benefits. It also uses REITs and DSTs to help diversify investment portfolios. Founder Bob Bauer has nearly 40 years of experience. His firm serves over 4,000 clients.

License Verified:

License: 115753

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
19020 33rd Ave W, Ste 390, Lynnwood, WA 98036
  • Certified Financial Planner (CFP)

Why choose this provider?

Wayfinding Financial provides investment guidance to Marysville residents. It offers financial planning, wealth management, and supervised investing services. The independent company follows a four-stage process that includes orientation, development, selection, and monitoring. The company was founded by Donald O'Neal, an experienced investment strategist and financial advisor, with the assistance of Teresa Brokaw, a CRPC who concentrates on women's issues during life transitions. Both leaders are certified financial advisors who promote collaboration and transparency among their team members.

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)

Website
1501 Fourth Avenue Suite 2880, Seattle, WA 98101
  • Certified Financial Planner (CFP)

Why choose this provider?

BBJS Financial Advisors, LLC, serves clients in Marysville. It manages its clients’ financial affairs and offers investment strategies. The company provides investment management, mortgage and portfolio review, and college education funding solutions. It also conducts retirement, insurance, tax, state, and shares planning. The firm adopts an investment philosophy based on tax-efficient strategies, academic research, and proper asset allocation. Company owner William Serres is a CFP and CPA who has been in the financial services industry since 1997.

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
14410 Bel-Red Rd. Suite 110, Bellevue, WA 98007
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Pacific Financial Advisors serves clients across Marysville and its surrounding areas. This Bellevue-based company provides financial planning services, including investment management and retirement, tax, and legacy planning. It also offers Social Security planning services and conducts financial education workshops for those looking for financial strategies. Its team comprises tax specialists with over three decades of collective experience in the industry. This financial advisory firm operates independently. Ross Wolf, firm president, is a financial advisor licensed in multiple states, including Arizona, North Carolina, Michigan, and Ohio.

License Verified:

License: 154160

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)

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
2911 Bond St Suite 200, Everett, WA 98201
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Founded in 1999, Madrona Financial is a firm that serves Marysville. It offers the “Rooted Wealth Plan” to help high-net-worth individuals and families maximize their quality of life and invest in their future. The custom-made plan addresses seven financial areas that sustain wealth, which include lifestyle, growth, protection, tax, healthcare, and gifting. The company also executes legacy plans to help clients get their financial affairs in order. CEO Brian Evans began his career in the financial industry as a CPA.

License Verified:

License: 115753

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 (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
15117 Main St Ste 207A, Mill Creek, WA 98012
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Inflection Wealth Management is a company that assists individuals and families in and around Marysville. It offers financial advisory services, covering a range of solutions, from cash flow planning and tax analysis to retirement tracking or planning to estate planning. In addition, it handles investment management and advises clients on various products, monitors portfolio strategies, and assesses risk tolerance and time horizon through a periodic review schedule. The firm's CEO, Peter Lee, is a Certified Financial Planner and a Chartered Financial Consultant.

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
3325 Smokey Point Drive, Suite #201, Arlington, WA 98223
  • Retirement Planning

Why choose this provider?

McIlrath Eck has been catering to customers in the Marysville metro and the surrounding communities since 2007. It helps individuals achieve financial independence by offering planning solutions. Its process involves reviewing the clients' insurance policies, investment assets, pensions, real estate, and Social Security income. It analyzes their short and long-term goals before developing a customized financial plan. Thor H. McIlrath, the owner, brings over 20 years of experience in the industry. He holds the CFP designation.

License Verified:

License: 145252

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 (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
1507 172nd Street, Suite 201, Marysville, WA 98271
  • Certified Financial Planner (CFP)

Why choose this provider?

McKeon Financial attends to the financial, retirement, and insurance planning needs of the residents of Marysville. It provides wealth management solutions, particularly investment alternatives to the stock market, to diversify the portfolio of its clientele. In addition to offering financial planning, the business delivers estate and legacy planning services. The independent financial planning firm was established in 2004 by US Navy veteran and insurance agent John E. McKeon. Its senior financial advisor, Adelaide El Zein, is a Certified Financial Planner.

License Verified:

License: 5286647

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
Facebook
5.0 / 5 (5)
Yelp
5.0 / 5 (2)
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
19515 North Creek Pkwy, #101, Bothell, WA 98011
  • Retirement Planning

Why choose this provider?

Olympic Wealth Management LLC offers the services of its financial advisors to residents of Marysville and its neighboring communities. It creates financial and retirement plans that aim to generate a diverse selection of investment opportunities, control risks, and enhance tax control. It uses an industry-standard retirement planning program that calculates earnings from proposed income sources. Owner Eric Cumley is a Certified Financial Planner who started his wealth management career in 2000.

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)

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.

  • In Marysville, are there any additional exceptions to the Roth IRA early withdrawal penalty?

    Other than the 10% tax if you withdraw before age 59 and a half, there are several exceptions to the Roth IRA early withdrawal penalty in Marysville. These include payments for unemployment health insurance premiums and unreimbursed medical expenses exceeding 7.5% of AGI. Other exclusions include contributions made to financial institutions to cover the cost of your children's or grandchildren's higher education.

  • What should students in Marysville know about the new legislation governing student loan forgiveness?

    Marysville loan borrowers should know that President Biden's student loan forgiveness plan is facing legal challenges. The plan promises to forgive up to $20,000 in school debt for eligible individuals. The Supreme Court is anticipated to reach a judgment between late June and early July. If the plan is approved, the Department of Education will begin giving assistance to qualified applicants.

  • In what way can a financial advisor in Marysville help you manage your investments?

    By rebalancing and maintaining your portfolio on a regular basis, Marysville financial advisers can assist you in managing your investments. Additionally, they will help you by offering you portfolio management and trading services from a third party. They can also provide quarterly performance reports as an additional investment aid.

  • What are the possible outcomes if you work with a financial advisor in Marysville?

    Working with a financial advisor in Marysville can help you accomplish several goals, including making sound financial decisions and feeling more confident about your goals. Additionally, you will experience less stress, reduce financial risks, become better organized, and understand what is important for your short- and long-term objectives.

  • What are the fundamental aspects of retirement planning in Marysville?

    There are various fundamental aspects you need to know for your retirement plan in Marysville. These include understanding your retirement goals and income strategies, planning required distribution and Social Security, and coming up with pension decisions. You also need to consider your needs analysis and the exact amount that you must save for your retirement.

  • 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.