Top 15 Financial Advisors in Olympia, WA

Sean Sturgill Drew has handled my finances for years. My wife and i could not be happier with the work that he has done for us. He is always clear, focused, and never pushy. I highly recommend his services to anyone.

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!

joe jonart extremely informative and helpful. Great website, and the ability to contact folks on the phone if necessary. Thanks.

Kelsey Raemond Hayes OneMain has always been an amazing company to work with and this team is nothing short of amazing as well! Brad was efficient, timely and so kind! I highly recommend this company and this team for any of your personal loan needs!

Trish West Awesome! Mike is great, highly recommended!

Brandon DAmore-McDougall Elizabeth is a bright lady who clearly puts the customer’s goals and well being ahead of her own. I respect her opinion as she has her mind inside the investment world. It’s comforting to actually use my time to focus on my business rather than spending time to educate myself in where my investments should be moving toward or which investments I should pull out. Because of this next level real trust and confidence in Elizabeth I can focus on my business and life.

mitch Raybuck Professionals that take the time to understand your goals and offer contempory strategies for investing. Very happy with their results!

Judah Medina Honestly would give this place a sixth star but there isnt that option. Great service all around, and also they just took care of business at a very quick rate. I myself am pleased with the company and would recommend them to friends as well as family.

Craig Wood I really enjoy working with Dan. Not only is he trustworthy and responsive to my investing needs, hes a great guy. And hes a national championship college basketball player!

Akutra Cea Brendan is knowledgeable, friendly, and professional. He understands that one size does not fit all and creatively approaches the scenario based upon what best suites my needs. It was a really pleasant having a conversation with him.

yohanapple Fast and easy loan. Glad I found these guys it was just what I was looking for. David was great to work with. Got my loan approved and funded directly in my bank account within about two hours and it could have been faster but I had to drive from Shelton.

Kirk Ericson Five stars arent enough for Cara and Holly. I give them all the stars in the sky. Cara was our youngest sons fourth and fifth grade math teacher at Lincoln Elementary school in Olympia and he credits her for spawning his love, and competence, at math. Hes now an aeronautical engineering student at the University of Washington. Cara is an exceptional human in all matters, including being patient with this financial semi-illiterate. Ive never written a business review for any business because, you know, you never know. But with these two, I know. Holly and Cara are as dependable and reliable as a quadratic equation.