Top 15 Financial Advisors in Seattle, WA

Grace Very friendly and helpful staff!

Dave W Garth Connor is honest and very knowledgable on retirement planning - I highly recommend him!

Tim King I liked best that I didnt have to do extra work learning what you do to do my taxes the right way. I gather the info, send it to you and its done before I know it. If you want someone who knows the ins and outs of taxes and who stands behind you than Erickson Wealth and Tax management is the best. And yes, I will suggest you to my friends.

Sy. Niemeier Allen makes this place tolerable. The institute LAPlus, is FOR the benefit of senior citizens and disabled. This is a terrible place now THAT Allen has left. I would Never advise ANYONE TO go to this place. GET YOUR OWN LAWYER OR ADVISIOR...

Aidan OCallaghan I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. Im so glad to have her in my corner for my retirement!

Kathy Johnson Couldnt ask for a better reliable, knowledgeable, curious staff to work with and THEY MAKE ME MONEY

Rob Harman Robin was incredibly helpful and patient throughout the process. I was confident in my choices as all of my questions had been answered. It was a no pressure discussion about options and I would absolutely do business with her again.

Lani Sordello We have always had excellent service with the Seattle branch of Fidelity. Recently Caro Jimenez has helped us and she wowed us with her professionalism, knowledge and excellent customer service.

Ashwin Prasad They are welcoming and enjoy giving wise advice for finances and life

Maria Garcia-Cabale Karalyn is a financial advisor who tailors her deep expertise to your financial goals. She leads with integrity and a thorough understanding of what you want to achieve. She is proactive, always willing to fine tune or pivot when life changes. Top notch.

fixitstevens Great firm. Excellent service and explanation of investments.

Mary L Remmem We have been with Geoff Meno at Edward Jones at Fishermans Terminal Seattle for several years. I wouldnt change even though we now live in Alabama. Best decision we ever made was signing on with them.

JAW Ward is a very knowledgeable, detail oriented, and thorough financial advisor. He is flexible and easy to work with. He is responsive to questions and quickly gets the answers you need. Highly recommend!

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.