Expertise.com

Best Financial Advisors in Tacoma

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Last updated:

Website
5727 Baker Way, Suite 107, Gig Harbor, WA 98332
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

DecisonPoint Financial specializes in comprehensive financial planning; fiduciary investment management; 401(k), 403(b), 457(b), 401(a); and cash balance plans for public and private employers. Its team of CFP® Professionals works with business owners, executives, medical and legal professionals, retirees, families, and Washington State firefighters. The financial planning firm helps clients prepare for a successful retirement—helping evaluate their debt ratio, household investment allocation, and estate planning needs. CEO Scott Johnson, both a CFP® and a CPFA, has 28 years of experience in the financial services industry. DecisionPoint Financial has offices in Mesa, Arizona and in Gig Harbor, Washington, which extends its services to the Tacoma metro.

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

Price: Call for quote

Website
Tacoma, WA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • 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 Tacoma. 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 Preparation
  • Tax Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Synergos Advisory LLC serves the Tacoma area, specializing in working with people active in the science, technology, engineering, and mathematics sectors. The company offers financial advisory solutions encompassing a broad range of aspects, from cashflow management and college education planning to investment consulting and Roth 401(K) and IRA conversion. It also helps clients manage their personal and business risks. Certified Financial Planner David R. Uhlmann is an Accredited Portfolio Management Advisor and Asset Management Specialist with over 15 years of experience.

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
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Tacoma, WA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial 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
3102 Ruston Way, Tacoma, WA 98402
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Stolz & Associates, P.S., is a wealth management firm operating in Tacoma. It assists individuals and their families with their financial planning needs for retirement, tax, social security, cash flow, post-divorce, and investment management. Its team conducts discovery meetings that contribute to developing customized financial plans based on clients' goals. One of the firm's financial advisors, David A. Stolz, is a Certified Financial Planner and a CPA with over 20 years of experience in working with high-net-worth individuals.

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 (18)

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
2312 North 30th Street, Tacoma, WA 98403
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Seneschal Advisors, LLC, provides wealth management solutions to individuals and families in Tacoma. The company designs and implements a personalized plan for clients according to their current financial status and long-term financial goals. The advisors conduct an annual review of their clients' progress and make adjustments when necessary. The firm also assists in managing family wealth and planning for life's transitions. The managing principal of Seneschal Advisors, LLC, Jeff Lang, has over 25 years of industry experience.

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
1551 Broadway, Tacoma, WA 98402
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 1981, Financial Insights is an independently owned business that offers investment management and financial planning services in Tacoma. Its financial advisory team assesses and evaluates clients' short-term and long-term goals to develop investment strategies that meet specific needs. Its wealth management offerings are financial planning, progress monitoring, investment management, tax coordination, cash flow management, and estate planning. Its president, Ali Criss, was recognized by South Sound Magazine as the best financial advisor in 2014, 2015, and 2020. She is a Certified Financial Planner.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6521 Flanegan Road West, Lakewood, WA 98499
  • Certified Financial Planner (CFP)

Why choose this provider?

Commencement Financial Planning LLC is a wealth management firm that serves the residents of Tacoma and the surrounding areas. It helps clients achieve their financial goals through services such as retirement planning, tax planning, and cash flow planning. It also handles investment portfolios and estate disposition. Financial consultant Troy Sapp has been working in the field of wealth management and tax compliance for more than 24 years. He works on a consultative approach that takes into account all aspects of his clients' unique situations.

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.

  • What is the difference between a traditional IRA and a Roth IRA in Tacoma?

    A traditional Individual Retirement Account allows you to make tax-deductible contributions, and the earnings grow tax-deferred until withdrawal, at which point they are taxed as ordinary income. On the other hand, a Roth IRA enables you to contribute after-tax money, and qualified withdrawals, including earnings, are tax-free. The choice between the two depends on your current and future tax situation in Tacoma.

  • How can I improve my credit score in Tacoma?

    Improving your credit score in Tacoma requires adopting responsible financial habits. This includes paying bills on time, reducing debt, minimizing your loan applications, regularly reviewing your credit reports for accuracy, and maintaining a healthy credit utilization ratio. You may also consider seeking guidance from credit counseling services for personalized advice.

  • What should I keep in mind when investing in a property in Tacoma?

    When investing in a property in Tacoma, here are some things that you should take note of the following:

    • Rental demand - Assess the rental demand of the area to ensure that the property is profitable enough.
    • Property inspection - Conduct inspections and consider potential repair or renovation costs. Factor in these costs when analyzing the investment's profitability.
    • Metrics review - Check out the property's demographics, population growth trends, etc.
  • What does federal deposit insurance cover in Tacoma?

    Federal deposit insurance coverage applies to deposit accounts, such as savings, money market, checking, and certificate accounts. The standard maximum coverage limit is $250,000 per depositor, per insured bank. If you have multiple accounts in different ownership categories at the same bank in Tacoma, each category is insured separately, potentially providing more coverage.

  • 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.