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Financial Advisors in Seattle, WA

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  • 1.

    Lakeview Financial Group

    • 6239 Woodlawn Ave N Seattle, WA 98103
    • Closed ⋅ Opens at 9:00AM
    9.7
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (206) 729-1700
    Referral from Aug 25, 2014
     
    Business reviewer avatar
    Brigitte G.:
    Do you have any recommendations for an independent financial advisor here in Seattle or do you know a non-profit that offers such...
    Business reviewer avatar
    We went here...nice because you can just pay by the hour (which is what I would recommend...a certified financial planner you can pay by...
  • 2.

    Goddard Financial Planning Inc

    • 1200 Westlake Ave N #603, Seattle, WA 98109, USA Seattle, WA 98109
    • Closed ⋅ Opens at 9:00AM
    9.7
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (206) 273-7496
    Referral from Dec 29, 2014
     
    Business reviewer avatar
    Kayoko M.:
    Who is your favorite no-jokes-about-it financial planner? Any affordable ones to recommend?
    Business reviewer avatar
    Can't say enough good things about Nancy at Goddard Financial Planning. http://www.goddardfinancialplanning.com/ They are fee-only...
  • 4.

    Insight Financial Planning, LLC

    • 92 Lenora St Seattle, WA 98121
    • Closed ⋅ Opens at 9:00AM
    9.5
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (206) 234-3007
    Referral from Sep 15, 2014
     
    Business reviewer avatar
    Anna J.:
    Unbiased financial planning--awesome! I know Larissa Vidal personally and def definitely recommend her to US friends needing a...
    Business reviewer avatar
    I'm blushing, Anna. Thanks. https://www.facebook.com/InsightFinancialPlanning
  • 5.

    Morgan Street Financial - Downtown - Seattle, WA

    • 815 1st Ave Ste 206 Seattle, WA 98104
    9.4
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (206) 569-8693
    Referral from Aug 12, 2015
     
    Business reviewer avatar
    Rebecca L.:
    I'm looking for a financial advisor that can assist us in managing our meager earnings and strategizing for the future. No highfalutin...
    Business reviewer avatar
    * morganstreetfinancial.com Kris & Celeste gave me options and understood my situation as a person with limited earnings. Really...
  • 6.

    Home Sight

    • 5117 Rainier Ave S Seattle, WA 98118
    • Closed ⋅ Opens at 9:00AM
    9.3
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (206) 723-4355
    Referral from Nov 15, 2014
     
    Business reviewer avatar
    Carrie E.:
    I'm looking for a house lender and a financial advisor. I'm embarking on an exciting fresh start but also a little nerve racking. Need...
    Business reviewer avatar
    HomeSight WA offers classes and financial reviews for free, i highly recommend them! http://www.homesightwa.org/
  • 7.

    Tax Assistance Group - Seattle

    Claimed profile badge
    • 801 Second Avenue Seattle, Suite 800 Seattle, WA 98104
    7.4
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (206) 258-6870
     
  • 8.

    Turning Point

    Claimed profile badge
    • 811 1st Ave Ste 200 Seattle, WA 98104
    7.3
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (206) 757-3001
     
  • 9.

    Clients A.R.M.

    Claimed profile badge
    • 33530 First Way South, Suite102 Seattle, WA 98104
    7.2
    Score Details
    • Location
      Great
    • Ratings
      Good
    • Recency
      Ok
    (206) 596-3000
     
  • Frequently Mentioned on Social Media
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  • Referral from August 12, 2015
    5.0
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  • Referral from July 6, 2016
    5.0
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  • Referral from November 15, 2014
    5.0
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  • Referral from November 7, 2014
    5.0
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    5.0
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    5.0
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  • Referral from February 25, 2014
    5.0
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  • Referral from April 26, 2017
    5.0
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  • Referral from October 31, 2013
    5.0
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  • Referral from August 25, 2014
    5.0
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  • Referral from September 15, 2014
    5.0
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