Laurels

Best Financial Advisors in Tacoma
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tacoma 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 51 33 6

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

Bright Harbor Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)

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

Seneschal Advisors, LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

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

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