Top 15 Financial Advisors in Tacoma, WA

Leo Alexander Was working with Ashley she is an amazing person I think her very much for all the work and everything she did to get this done she helped us out so much. she has no idea how much she helped us out thank you for the good work keep up the job Ashley.

Lena Adams It was great and friendly and quick I did not had to stay all day , thanks.

Jesse Queen Extremely knowledgeable and professional. Was incredibly patient during conversation. Would highly recommend.

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?

Michael Benson Karly has been amazing. She gave me the tools needed to start saving and budgeting. I highly recommend!!!

Liz Murphy This Edward Jones team has been more than helpful over the years. I believe they truly have worked in my best interest. I highly recommend this professional, but very caring office.

Shane Ennis Very impressed with this team. You can just tell they care and can be trusted. Very knowledgeable and listen well to figure out a best plan of action.

Katie Pagenkopf Jessica helped me gain confidence in my desired retirement age by finding ways to make my money work harder

Justin Smith "I recently worked across from Rosemary & Katie in a real estate transaction as the lender for my first-time homebuyer clients. They were kind, professional, and had great communication throughout the process. Its obvious they take great care of their clients and made the process on our end really smooth. Theyre total pros and Id be thrilled to work across from them in the future."

Chusuk Song I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations. Their expertise and professionalism made me feel confident and secure throughout the process I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service.

Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!