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Financial Advisors in Seattle, Washington

BBJS Financial Advisors, LLC
1501 Fourth Ave.,
Seattle, WA   98101
Call : (206) 682-4840

We provide financial planning services including wealth management, retirement planning, estate planning, tax planning, insurance planning, and education planning. We are service oriented and do not sell products. We do not receive any commissions... read more>>

Financial Advisors Licensed to practice in Seattle, Washington

Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CWPP, Financial Advisor from Seattle, Washington
(1453 views)
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Joe
Synergy Financial Management, LLC
701 5th Avenue,
Seattle, WA   98104
Call : (206) 228-9671

Synergy Financial Management, LLC (SFM) is a financial planning and Registered Investment Advisory firm headquartered in Seattle, WA. The firm specializes in providing fee-based comprehensive financial planning services and investment advice to... read more>>

Financial Engines Advisors, LLC
1100 Dexter Avenue North, Suite 100,
Seattle, WA   98109

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

KMS Financial Services, Inc.
2208 NW Market St, Ste 507,
Seattle, WA   98107
Call : (206) 782-5670

We provide wealth management services to individuals, trusts and small business clients. We specialize in working with retired clients as well as those nearing retirement. We provide retirement planning, estate planning and insurance planning as... read more>>

Foresee Wealth Advisors
601 108th Ave NE Ste 1940,
Bellevue, WA   98004
Call : (425) 943-6875

Foresee Wealth Advisors is a full-service wealth management firm in Bellevue, Washington. We provide comprehensive financial planning and objective investment advice for high net-worth individuals and families who seek comprehensive, dynamic... read more>>

Jim Falcone, Financial Advisor from Seattle, Washington
(201 views)
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Jim
Fulcrum Wealth Advisors, LLC
10900 NE 8th St. Suite 1000,
Bellevue, WA   98004
Call : (425) 250-6280

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners, and organizations who seek more from their financial advisor than what conventional financial services... read more>>

Sound Consulting Services
200 112th Ave NE,
Bellevue, WA   98004
Call : (425) 452-1222

At Sound Consulting Services (SCS) our mission is simple: to provide personalized investment advice that minimizes our clients’ financial concerns and maximizes their security. Jim Beatty, Financial Consultant and Partner of SCS, understands that... read more>>

Financial Engines Advisors, LLC
601 108th Avenue Northeast 19th Floor,
Yarrow Point, WA   98004
Call : (253) 529-3322

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

Snider Financial Group
12505 Bel-Red Rd. Suite 200,
Bellevue, WA   98005
Call : (425) 453-7080

Snider Financial Group, Inc., is a full-service wealth management team of Financial Advisors in Bellevue, WA. We recognize the importance of creating long-term client relationships built on integrity and trust. In order to earn that trust we put the... read more>>

Josh Label, Financial Advisor from Seattle, Washington
(533 views)
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Josh
Vita Intellectus
3400 Carillon Point,
Kirkland, WA   98033
Call : (425) 406-6830

Vita Intellectus is an independent registered investment advisor which provides open architecture, fee-based comprehensive wealth management services to individuals, families, businesses and institutional investors.Our advisors have dedicated their... read more>>

Sweetwater Investments, Inc.
16398 NE 85th Street, Suite 201,
Redmond, WA   98052
Call : (425) 861-0112

Sweetwater Investments was named one of the Top 100 independent investment firms by Barron's in 2007. Sweetwater's mission is to create for each client a financial plan fully reflective of the client's goals, perceptions, experience and needs. At... read more>>

Don Norris, Financial Advisor from Seattle, Washington
(231 views)
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Don
Financial Engines Advisors, LLC
20700 44th Ave. W,
Lynnwood, WA   98036
Call : (425) 918-1414

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

Norm Thomson, Financial Advisor from Seattle, Washington
(252 views)
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Norm
Financial Engines Advisors, LLC
32225 Pacific Highway South Suite 103,
Federal Way, WA   98003
Call : (253) 529-3322

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was... read more>>

Brian Evans, CPA/PFS, Financial Advisor from Seattle, Washington
(1268 views)
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Brian
Madrona Financial Services, LLC
2911 Bond Street, Suite #200,
Everett, WA   98201
Call : (425) 212-3777

Madrona Financial Services is an independent, fee-based comprehensive wealth management firm. We distinguish ourselves in the following ways:Allegiance to Our Clients: As a Registered Investment Advisor, it is our legal fiduciary duty to always act... read more>>

List of Additional Financial Advisors in or around Seattle, Washington
Empirical Wealth Management Seattle,WA
Olson Investments Advisors Seattle,WA
Lakeside Advisors Inc Seattle,WA
Smith Barney, A Division of Citigroup Global Markets Inc. Seattle,WA
A.G. Edwards & Sons, Inc. Kirkland,WA

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Are You A Financial Advisor in Washington?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
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