Top 15 Financial Advisors in Puyallup, WA

Melinda King Tom Bowman has been so helpful answering questions and making us feel comfortable. We trust him to guide us as we make financial decisions and make complex issues more simple. Highly recommend having a consult to see how he can best help!

Brandon J Larry was super knowledgeable of the process and kept us informed every step of the way. He was always available and went above and beyond at a moments notice. Great service from a great guy!

Cyndee Rayburn-Smith Rob and Beckie are exceptional! Investing and preparing for retirement can be daunting, but Rob and Beckie walked us through this process over the years with open arms and the wealth of knowledge necessary to help us make good decisions. We started investing for retirement a little late in life, but Rob advised us step by step, worked with the financial situation we were in, and has now seen us through fruition. Working with Rob and taking the advise he offered has put us exactly where we need to be, and we were able to retire on our projected date with amble assets. This relsationship is not over yet. We will continue to work with Rob and Beckie moving froward. They have become family... Bruce and Cyndee Smith

Ayden Unger Mart has been so utterly kind to me over the past two years of being with him. His professionalism and kindness is off the charts. Matt is very knowledgeable, and has been doing this for quite some time, yet he still will take his time to explain something that you do not understand. They are prompt to respond to any questions, calls, emails or messages, they respond typically quicker then an hour. There is no need for me to diversify, I feel safe having my money in Mart’s hands. Thank you Mart and Allison

Nicole Depew Gifted leadership and strong sense of community.

Sylvester Smith All four employees made me feel completely at home and genuinely had my best interest in mind. My loan specialist was not only super knowledgeable but also hella funny! Her husband works in real estate, wink - wink and together they make such an awesome team.

Jon McKnight This branch has helped us tremendously in the last two weeks with all types of banking, including estate accounts. The entire team and managers have helped us with guidance and professional Assistance with forms and phones calls to different departments with BOA as well. Great support for our family. Thank you!

Tamara Johnson A financial advisor that can be trusted 100%. A true Christian who demonstrates Gods word in all he does!

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!

Lark Urban Amazing. So communicative, working with Jim takes the guess work out of insurance and makes it even a positive experience.

Amber Cherry I had a great experience getting a loan thru this office. Consistent communication and courteous. Jeff assisted me throughout my entire car shopping experience and made everything a smooth and simple transaction with a few laughs along the way. Truly appreciated and look forward to business here in the future.

Ronald Brock Looking forward to seeing you

Sea Axe These guys know everything about prevailing wage

Janelle Thornton I am missing you and crying for you mom and jermey ask them to text Judy Manger phone right now and Heather supervisor is leaving

Brent Ross The team at SNA financial is truly amazing. Grateful for them.