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Best Financial Advisors in Seattle

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Seattle, WA 98104Seattle, WA 98104

Fortis Financial Group is a fee-based independent financial advisory firm in the Seattle area that provides specialized financial planning solutions for technology professionals. The firm’s team of expert wealth management professionals provide clients with in-depth planning, scenario analysis, institutional-level investment insights, and specialized tax advice across all areas of financial management to help them manage and grow their portfolios. In addition, Fortis has extensive real estate experience and an in-house mortgage company to provide clients with attractive mortgage pricing. Fortis’ mission is to enrich the lives of its clients by helping them find security and freedom in their financial lives.

Seattle, WA 98104Seattle, WA 98104

Website(425) 428-6708

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2030 1st Avenue, Seattle, WA 98121
Seattle, WA 98121

Brighton Jones is a wealth management company located in the Seattle area. It offers services as a personal corporate financial officer to individuals who need advice across their whole balance sheet. The company also provides real estate, private equity, and philanthropic advice, as well as institutional asset management and tax planning services. Additionally, Brighton Jones delivers a personalized strategic plan that considers the short- and long-term strategies of its client's financial life. It also serves individuals in Minneapolis and Portland.

2030 1st Avenue, Seattle, WA 98121
Seattle, WA 98121

Website(206) 496-0508

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2107 Elliott Avenue Suite 305, Seattle, WA 98121
Seattle, WA 98121
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

Carlton & Company Financial is an independent, woman-owned wealth management firm based in Seattle, serving those seeking advocacy, organization, and strategic planning. Client services include investment management, retirement, and financial planning and consulting, ESG and sustainable investing, legacy and estate planning, and insurance and risk management. Founded in 2011 by Karalyn Carlton, a Certified Wealth Strategist®, an Accredited Investment Fiduciary, and an investment advisor representative with more than 20 years in the financial industry.

2107 Elliott Avenue Suite 305, Seattle, WA 98121
Seattle, WA 98121

Website(206) 666-4162

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Seattle, WASeattle, WA

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.

Seattle, WASeattle, WA

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1700 7th Avenue, Seattle, WA 98101
Seattle, WA 98101
  • Certified Financial Planner (CFP)

2020 Financial Planning LLC has been helping clients in Seattle secure financial freedom since 2010. This firm was started by Stacy Ployhar, a Certified Financial Planner who has previously participated in pro bono activities. Through a combination of expertise and a goal-based approach, Ployhar assists clients with wealth management and different levels of financial planning services. Her clientele also ranges from working professionals to companies, such as Microsoft and Amazon. In addition, Ployhar was featured in the Seattle Times, Business Insider, and Forbes.

1700 7th Avenue, Seattle, WA 98101
Seattle, WA 98101

Website(206) 972-6368

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500 108th Avenue Northeast, Bellevue, WA 98004
Bellevue, WA 98004
  • Certified Financial Planner (CFP)

Alterra Advisors provides wealth management solutions to retirees, business owners, and working professionals in Seattle. Its team offers personalized financial plans designed according to clients' lifestyles, situations, objectives, and legacy & retirement plans. Its consultants assist its customers in planning for taxes, insurances, businesses, and estate & legacies. In addition, the business helps in transforming charitable intentions into action plans through its philanthropy services. The owners of Alterra Advisors are Certified Financial Planners. Its name comes from "alter," the Latin term for "altruism," and "terra," meaning land.

500 108th Avenue Northeast, Bellevue, WA 98004
Bellevue, WA 98004

Website(425) 749-3300

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1200 Westlake Avenue North, Seattle, WA 98109
Seattle, WA 98109
  • Certified Financial Planner (CFP)

Arrivity Financial Planning is an independent team of financial advisors offering services to clients in Seattle and its surrounding areas. The firm provides financial planning services that help clients understand their financial situation and uses available investment opportunities. Its financial planning approach is personalized to suit each of its client's financial needs and interests. Nancy Dienes, the president of Arrivity Financial Planning, is a member of the National Association of Professional Financial Advisors and the Financial Planning Association of Puget Sound.

1200 Westlake Avenue North, Seattle, WA 98109
Seattle, WA 98109

Website(206) 217-2583

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bellevue, WA 98004Bellevue, WA 98004

Avier is a wealth management firm located in Bellevue. They provide financial planning and investment services on a fee-only basis to individual investors, families, and business owners. At Avier every client is supported by a three-member advisory team: Lead Advisor, Associate Advisor, and Client Services Associate. They focus on helping clients leverage employee benefits (401k, stock grants etc.) and established a financial plan for them and their family. Avier is proud to practice a culture of education which is reflected in their level of highly credentialed staff with 4 Advisors holding the CFP® designation, 3 the CFA®, and 1 CPA.

Bellevue, WA 98004Bellevue, WA 98004

Website(425) 467-1011

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1501 4th Avenue, Seattle, WA 98101
Seattle, WA 98101
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

BBJS Financial Advisors, LLC, is an independent firm that caters to clients in Seattle and the surrounding communities. Its financial services include asset management, diversification and risk tolerance analysis, major purchase planning strategies, net worth calculation, and tax minimization. It also offers estate plan forecasting, investment management, and risk mitigation. William F. Serres, the owner, has been working in the financial services industry since 1997. He is a Certified Financial Planner and a member of the Financial Planning Association.

1501 4th Avenue, Seattle, WA 98101
Seattle, WA 98101

Website(206) 682-4840

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3500 188th Street Southwest, Lynnwood, WA 98037
Lynnwood, WA 98037
  • Estate Planning
  • Certified Financial Planner (CFP)

Comprehensive Wealth Management (CWM) is a firm that collaborates with clients in the Pacific Northwest. As a financial planning and wealth management firm, CWM helps clients clearly identify and pursue their lifestyle goals by utilizing a family-oriented approach. It offers high-touch, client-focused investment planning and implementation that helps strengthen the client’s financial health. It also covers insurance planning, tax strategies and coordination with tax advisors, and portfolio management. President Shilo Lockett and her team collectively bring decades of experience in financial services.

3500 188th Street Southwest, Lynnwood, WA 98037
Lynnwood, WA 98037

Website(800) 268-2440

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

500 Yale Avenue North, Seattle, WA 98109
Seattle, WA 98109
Instagram
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Creative Money LLC is an independent financial planning and advisory firm that serves clients who want to have financial clarity, organization, and evolution in Seattle. The company is composed of trained professionals who aim to help clients by coaching, giving support, providing financial planning, and guidance. One of Creative Money LLC's financial planners, Mindy Crary, graduated with a master's in business and has 22 years of experience in the big financial industry. Crary also has professional certifications in the coaching industry.

500 Yale Avenue North, Seattle, WA 98109
Seattle, WA 98109

InstagramWebsite(541) 604-2738

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1700 7th Avenue, Seattle, WA 98101
Seattle, WA 98101
  • Certified Financial Planner (CFP)

Evergreen Wealth Management is an independent financial advisory firm that serves individuals, families, and businesses in the Seattle metro and the surrounding areas. Its services include asset allocation guidance, charitable and college planning, pension maximization, and tax management. It also offers investment management and Social Security maximization techniques. Dave Stanfield, the owner, has been working in the financial services industry since 1997. He is an Enrolled Agent and a Certified Financial Planner.

1700 7th Avenue, Seattle, WA 98101
Seattle, WA 98101

Website(206) 357-8428

Show Number
500 Yale Avenue North, Seattle, WA 98109
Seattle, WA 98109
  • Certified Financial Planner (CFP)

Ignite Financial Planning caters to individuals and families across the Seattle metro. It is an independent firm dedicated to helping clients understand and manage their finances to reach certain life goals. It teaches financial strategies that aid in repaying student loans, buying home properties, reducing taxes, and building long-term investment portfolios. Riley Poppy, the company's founder, is a Certified Financial Planner and serves as a CFP board mentor supporting other professionals in the financial planning community.

500 Yale Avenue North, Seattle, WA 98109
Seattle, WA 98109

Website(509) 385-1245

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
Kirkland, WA 98033

Kaizen Financial Advisors, LLC is a Bellevue business that provides fee-based financial services. Services include financial planning, estate planning, investment planning, risk management, charitable giving, and retirement planning. Kaizen Financial Advisors, LLC helps clients with retirement planning, investment rebalancing, changing mortgage rates, college savings, and more. Founder and principal Laurie Klein is a Certified Financial Planner, a licensed insurance professional, a notary public, and a Chartered Financial Consultant.

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033
Kirkland, WA 98033

Website(800) 321-5846

Show Number
1700 7th Avenue, Seattle, WA 98101
Seattle, WA 98101
  • Certified Financial Planner (CFP)

Kyarsip Financial Advisors LLC is an independent business that caters to clients in Seattle and the surrounding areas. It offers financial advice, investment management, and retirement planning services. Geleg Kyarsip, the owner, is a Certified Financial Planner who has more than 30 years of experience in the financial industry. He holds a bachelor's degree in Finance, with a major in financial planning. He has helped many clients reach their financial goals over the course of his career.

1700 7th Avenue, Seattle, WA 98101
Seattle, WA 98101

Website(206) 686-3306

Show Number
Seattle, WA 98106Seattle, WA 98106

Larson Financial Group, LLC is a Seattle business that serves non-profit organizations, families, and individuals. The firm provides asset management, financial planning, risk management, legacy planning, and retirement planning. Larson Financial Group, LLC offers fee-based investment management, hourly consultation, and comprehensive planning. Bill Larson is a Certified Estate Planner, an Accredited Investment Fiduciary Analyst, and a member of the Financial Educators Network. Glenda Larson is the Operations Manager and has been with the firm for over 13 years.

Seattle, WA 98106Seattle, WA 98106

Website(206) 246-6110

Show Number
Federal Way, WA 98003Federal Way, WA 98003

Laurus Financial Group is a Federal Way business that serves Seattle, Tacoma, and Federal Way and has more than 80 years of combined experience. Services include financial planning solutions, retirement income planning, small business solutions, insurance and annuity products, investment products, and individual and group retirement plans. Laurus Financial Group has an A+ rating from the Better Business Bureau. Dennis Hulse is the President, OSAJ, and Principal, and he has over 32 years of financial services experience. He is on the board of directors of the South King County Multi-Service Center.

Federal Way, WA 98003Federal Way, WA 98003

Website(253) 838-9943

Show Number
6501 Perimeter Road South, Seattle, WA 98108
Seattle, WA 98108
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Leonard Rickey Investment Advisors P.L.L.C. is a family-owned and family-operated financial advisory firm serving clients in Seattle. It offers a wide range of financial planning services that include wealth management, ESG portfolios, asset allocation, and cash flow management. The firm's financial advisors and planners offer a portfolio of individual stocks that suit clients' needs and preferences. As a way to give back to the community, the firm supports several organizations that include Southwest Rotary, Yakima Symphony, and Crime Stoppers.

6501 Perimeter Road South, Seattle, WA 98108
Seattle, WA 98108

Website(425) 644-7877

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

701 5th Avenue, Seattle, WA 98104
Seattle, WA 98104
  • Certified Financial Planner (CFP)

Madison Park Capital Advisors is a wealth management firm that serves individuals, families, and small businesses from Seattle and the surrounding areas. It utilizes tactical asset allocation strategies to help clients attain financial goals such as converting wealth to income, planning for retirement, and preparing for a major purchase. Co-founder Jeffrey Mullen worked in the investment industry for more than three decades. He also served on the board of directors of the Seattle Pacific University Foundation.

701 5th Avenue, Seattle, WA 98104
Seattle, WA 98104

Website(844) 422-6722

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

11245 Southeast 6th Street, Bellevue, WA 98004
Bellevue, WA 98004
Instagram

Mainsail Financial Group is a boutique financial advisory firm servicing the residents of Seattle. Its team of financial advisors manages the clients' taxation, helps them preserve their wealth, and works with them in creating retirement plans. They offer situational and comprehensive planning services and are committed to providing a holistic approach to financial planning. Adam Laibson, one of the firm's financial advisors, has nearly 20 years of industry experience. For four consecutive years, he received Seattle Magazine's Five Star Wealth Manager award.

11245 Southeast 6th Street, Bellevue, WA 98004
Bellevue, WA 98004

InstagramWebsite(425) 502-7693

Show Number
2236 32nd Avenue West, Seattle, WA 98199
Seattle, WA 98199
  • Retirement Planning

Mainspring Wealth Advisors LLC is a financial advisory agency that serves Seattle and the surrounding areas. It caters to different types of clients, including business owners, families, and pre-retirees or retirees. The firm offers a wide array of services, including asset preservation, cash flow maximization, charitable giving, tax mitigation, and wealth preservation and transfer. Mainspring Wealth Advisors has been in the business since 2013. Kevin Skogen, the CEO, holds various designations, such as Certified Financial Planner and Chartered Financial Consultant.

2236 32nd Avenue West, Seattle, WA 98199
Seattle, WA 98199

Website(206) 556-3693

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10740 Meridian Ave N Ste 209, Seattle, WA 98133
Seattle, WA 98133

Founded in 2005, Mangan Wealth Management is a financial planning firm based in Seattle that offers wealth management, investment management, and tax and consulting services to small business owners and individual clients. The company specializes in finding low-cost investment vehicles and developing personalized investment approaches that keep tax liabilities to a minimum while maximizing returns. Mangan Wealth Management also compiles comprehensive quarterly portfolio performance reports and offers retirement, trust, and estate planning.

10740 Meridian Ave N Ste 209, Seattle, WA 98133
Seattle, WA 98133

Website(206) 441-1980

Show Number
11 10th Avenue, Kirkland, WA 98033
Kirkland, WA 98033
  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Miller Advisors is a wealth management firm that serves high-net-worth individuals and families in Seattle and the surrounding areas. The firm offers a wide range of services, including financial planning, investment management, and retirement strategies. It also provides family business planning, legacy planning, divorce planning, and elder care services. The Miller Advisors team has a combined experience of more than 50 years in wealth management. The firm is a member of the Investment Advisors Division of Raymond James Financial Services, Inc.

11 10th Avenue, Kirkland, WA 98033
Kirkland, WA 98033

Website(425) 822-8122

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

520 6th Street South, Kirkland, WA 98033
Kirkland, WA 98033
  • Retirement Planning

My Icon is an independent and family-owned wealth management firm that serves clients in Seattle. For over 80 years, it has been providing financial solutions to individuals, families, and businesses who want to grow and secure their finances and assets. The firm offers needs-based recommendations and strategies when designing financial plans for clients. It also assists them in their investment decisions, retirement plans, asset management, and taxes. My Icon is a member of the CFA Institute and Financial Planning Association.

520 6th Street South, Kirkland, WA 98033
Kirkland, WA 98033

Website(425) 562-4266

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

520 Pike Street, Seattle, WA 98101
Seattle, WA 98101
  • Estate Planning
  • Retirement Planning

Olson Investment Advisors is a Seattle-based financial services company that helps clients in a wide range of areas such as investments, variable annuities, common stocks, brokerage accounts, and educational IRAs. The advisors also assist clients in attaining retirement goals through financial plans and address concerns regarding estate, college, and 401(k) plans. Dan Goldman, Olson Investment Advisors' portfolio manager and president, is a Certified Financial Advisor who joined the firm in 2006. He is a former senior financial analyst for Microsoft Corporation.

520 Pike Street, Seattle, WA 98101
Seattle, WA 98101

Website(800) 838-0748

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Seattle, WA 98101Seattle, WA 98101

Pacific Crest Financial Advisors, LLC is a Seattle firm that provides fee-only financial planning services. Wealth management services include tax planning, cash flow management, estate planning, education planning, performance reporting, and investment management. Alexander Williamson is a Certified Financial Planner and has over 23 years of experience. Darron L. Kuehn has over 12 years of financial industry experience.

Seattle, WA 98101Seattle, WA 98101

Website(206) 428-6012

Show Number
100 West Harrison, South Tower Suite 470, Seattle, WA 98119
Seattle, WA 98119

Pathways to Resolution serves clients in the Seattle area. Leading advisor Teresa Sisk is a Certified Divorce Financial Analyst who has over 30 years of experience managing assets, analyzing real estate investment portfolios, and reviewing and analyzing financial statements. She has assisted and educated couples in the financial aspects of divorce and separation through financial planning and mediation. Teresa is also certified by the Washington Mediation Association and a member of the Association for Conflict Resolution.

100 West Harrison, South Tower Suite 470, Seattle, WA 98119
Seattle, WA 98119

Website(206) 285-1073

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

1700 Westlake Avenue North, Seattle, WA 98109
Seattle, WA 98109
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Private Ocean is a financial planning firm that serves the Seattle area. Its team of advisors guides clients in asset protection, business succession, and pre-retirement and retirement planning. They address issues concerning taxes and estates and create financial plans that may involve investments. The financial planners create internationally diversified investment portfolios grounded on academic research. Private Ocean supports nonprofits like the Marine Mammal Center and SR3 which are both focused on marine life health and conservation.

1700 Westlake Avenue North, Seattle, WA 98109
Seattle, WA 98109

Website(206) 729-1700

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Seattle, WA 98104Seattle, WA 98104

RainierView Advisors, LLC is a Seattle business that provides investment advisory and financial planning. Services the firm offers include financial planning, asset protection, goal setting, tax planning, estate planning, college planning, investment review, pre- and post-retirement planning, career transitioning, career transitioning, and financial seminars. Roderick Givens in the managing member and founder and has over 17 years of experience and has an Investment Management Analyst, CIMA Designation and is a Certified Financial Planning, CFP practitioner.

Seattle, WA 98104Seattle, WA 98104

Website(206) 556-4502

Show Number
Mercer Island, WA 98040Mercer Island, WA 98040

S.R. Schill & Associates is a Mercer Island family-run business that has been serving clients for over 28 years. The business serves business owners, individuals, families, and endowments and foundations. Services include financial planning, wealth management, and financial advisory. S.R. Schill & Associates provides tax strategies, asset protection, estate planning, business succession planning, charitable strategies, and retirement planning. The business provides free notary service to clients in Mercer Island.

Mercer Island, WA 98040Mercer Island, WA 98040

Website(800) 877-0168

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1000 2nd Avenue, Seattle, WA 98104
Seattle, WA 98104
  • Estate Planning
  • Retirement Planning
  • Insurance Products

SoundView Advisors is a Pacific Northwest wealth management firm that serves clients in Seattle. It helps clients in reaching their financial goals by guiding them on matters related to taxes, investments, and retirement. The firm practices financial life planning, which links a successful financial plan to a thorough understanding of a client's life plan. It takes on a limited number of clients to provide quality and continuous services. Co-owner Kevin Slater founded the firm in 2007 with the goal of providing thoughtful financial planning services.

1000 2nd Avenue, Seattle, WA 98104
Seattle, WA 98104

Website(206) 682-7713

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Seattle, WA 98101Seattle, WA 98101

True North Wealth Advisors is a Seattle fee-only firm that has been providing financial services for over 15 years. The firm’s services include investment management and financial planning services such as income tax planning, retirement planning, estate planning, education planning, cash flow planning, goal setting, risk analysis, portfolio rebalancing, and asset allocation. Karen O’Brien is the co-founder and is a Certified Financial Planner. Her affiliations include the Financial Planning Association and the American Society of Women Accountants. Joseph Hebert is a co-founder and he is a Certified Financial Planner. His affiliations are the National Association of Personal Financial Advisors and the Financial Planning Association.

Seattle, WA 98101Seattle, WA 98101

Website(206) 652-4314

Show Number
1400 112th Avenue Southeast, Bellevue, WA 98004
Bellevue, WA 98004
  • Certified Financial Planner (CFP)

WealthCollab is a wealth management firm serving Seattle clients. It offers financial planning and investment management services, including decision framework, strategic reviews, benefits analysis, tax-loss harvesting, and 401(k) allocation. Services for the family office are also provided. The firm has an online financial dashboard that provides 24/7 access to performance reporting and financial plans. It has been featured in different publications, such as Forbes and U.S. News & World Report. The founding principal, Daniel Frankel, is a Certified Financial Planner with ten years of expertise in the business.

1400 112th Avenue Southeast, Bellevue, WA 98004
Bellevue, WA 98004

Website(206) 456-6171

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

121 Lakeside Avenue, Seattle, WA 98122
Seattle, WA 98122
Instagram
  • Certified Financial Planner (CFP)

Wiegand Financial Group has been serving clients in Seattle and the surrounding areas for more than 35 years. It offers retirement income planning and strategies that incorporate clients' income sources, such as pensions, rental property, and Social Security. It also empowers clients through distribution strategies, estate planning, investment management, and tax efficiency and strategy. Graham Miller, the owner, is a Certified Financial Planner. He has been leading the business since founder Andy Wiegand's retirement in 2019.

121 Lakeside Avenue, Seattle, WA 98122
Seattle, WA 98122

InstagramWebsite(800) 895-9645

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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