Laurels

Best Financial Advisors in Tacoma
2022

DecisionPoint Financial

DecisionPoint FinancialFEATURED
Expertise.com

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

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.

5727 Baker Way, Suite 107
Gig Harbor, WA 98332

Website

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:

4.6 / 5 ( Best)

Total Reviews:

33 (Best)

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+

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Tacoma, WA

Website

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: --

Bright Harbor Wealth Management

Bright Harbor Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning

Bright Harbor Wealth Management is a financial advisory company serving clients in Tacoma and the neighboring communities. Led by Aaron Palmer, a CFP professional, the team designs a customized plan that shows clients how to work toward their goals. The firm utilizes its network to give clients a wide range of options and determine which investments will lead to financial success. The financial professionals have been working with educators since 2004 and serve as specialists in TRS, SERS, PERS, 403b, and DCP.

PO Box 1593
Tacoma, WA 98401

Website

Website
Commencement Financial Planning LLC

Commencement Financial Planning LLC

  • Certified Financial Planner (CFP)

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.

6521 Flanegan Road West
Lakewood, WA 98499

Website

Website

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+

Financial Insights

Financial Insights

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

1551 Broadway
Tacoma, WA 98402

Website

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:

5 / 5 ( Best)

Total Reviews:

5 (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: --

Lucia Capital Group – Fircrest

Lucia Capital Group – Fircrest

  • Tax Planning

Lucia Capital Group – Fircrest helps Tacoma residents achieve their goals and become financially independent through a range of advisory services. These include financial planning, retirement income management, and investment and risk management. The company also offers alternative investments independent of the stock and bond markets, like hedge funds and private credit, to diversify clients' portfolios. Chairman and CEO Raymond Lucia has 20 years of industry experience. He supports several local non-profit organizations like Big Brothers Big Sisters of San Diego.

1019 Regents Boulevard
Tacoma, WA 98466

Website

Website

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: --

Seneschal Advisors, LLC

Seneschal Advisors, LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

2312 North 30th Street
Tacoma, WA 98403

Website

Website

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+

Stolz & Associates, P.S.

Stolz & Associates, P.S.

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

3102 Ruston Way
Tacoma, WA 98402

Website

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:

5 / 5 ( Best)

Total Reviews:

18 (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+

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