Best Financial Advisors in Bellevue, WA

We did the hard work of finding trustworthy partners in Bellevue, WA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Bellevue, WA Fiduciary Financial Advisors

Paul R. Ried Financial Group, LLC
SEC File# 801-113796
CRD# 297284

5 out of 5

Location 10801 Main St #201, Bellevue, WA 98004, USA
Phone (425) 646-6777
TrueWealth Financial Partners
SEC File# 801-122242
CRD# 316079

5 out of 5

Location 915 118th Ave SE Suite 140, Bellevue, WA 98005, USA
Phone (425) 615-7360
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Josh Baker - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 929 108th Ave NE Ste 1200, Bellevue, WA 98004, USA
Phone (425) 372-4746
Pacific Financial Advisors, Inc.

5 out of 5

Location 14410 Bel-Red Rd Suite 110, Bellevue, WA 98007, USA
Phone (425) 458-2773
Baird Private Wealth Management
Location 777 108th Ave NE Unit 1600, Bellevue, WA 98004, USA
Phone (877) 274-4264
Image of Bellevue, WA
Image from Google Maps

About Bellevue, WA

Bellevue, Washington is located in the Eastside region of the Seattle metropolitan area. The city is home to various landmarks such as Bellevue Square, Meydenbauer Center, and Downtown Park. Some of the top employers in Bellevue include Microsoft, Expedia, and T-Mobile. Major highways and streets in Bellevue include Interstate 405 and State Route 520. The city is also home to several neighborhoods including Overlake, Crossroads, and Factoria.

Where Certified Financial Advisors in Bellevue, WA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Bellevue, WA is home to many high-earning professionals, and banks are taking notice. Banks are now offering more services to cater to this population, including concierge banking, which provides a one-on-one relationship with a personal banker and access to exclusive events. Other new services include mobile banking, which allows customers to conduct transactions from their smartphones, and video banking, which lets customers see and talk to bankers through a live video feed. These new services reflect the changing needs of Bellevue residents and the increasing competition among banks in the area.

Insurance Broker

Bellevue, WA is a city located in the county of King and state of Washington. The population was 122,363 at the 2010 census. Insurance brokers can help Bellevue, WA residents by providing them with insurance plans that best suit their needs. They can also help residents file claims and answer any questions they may have about their policy.

Retirement Planning

If you're a Bellevue, WA resident who's nearing retirement age, you may be wondering how to best prepare for it. Luckily, there are many financial advisors in the area who can help with everything from creating a retirement plan to investing your savings.One of the biggest challenges of retirement planning is making sure that your money lasts as long as you do. Advisors can help by suggesting ways to reduce your expenses and make your money work harder for you. They can also recommend specific investments that are likely to perform well in the years ahead.If you're ready to start planning for retirement, contact an advisor today and get started on the path to a secure future.

Wealth Management

Bellevue, WA is a city that is home to many high-net worth individuals. These residents need a wealth management plan that can help them protect their assets and grow their money. Wealth management firms in Bellevue can provide residents with the advice they need to make smart financial decisions.

Estate Planning Lawyer

Bellevue, WA residents can benefit from the services of estate planning lawyers. These professionals can help individuals create wills and trusts, which can make the process of transferring property after death much simpler. In addition, estate planning lawyers can also help residents with tax planning and asset protection.

Mortgage Loan Officer

Mortgage loan officers in Bellevue, WA can help residents get the best home loans for their needs. They are knowledgeable about the different types of mortgages available, and they can help residents find the right loan for their situation. They also work with a variety of lenders, so they can find the best deal for each individual.

Tax Services

Tax accountants can help Bellevue, WA residents by ensuring they are taking all of the deductions they are eligible for. They can also help residents plan their finances in order to minimize their taxes. Tax accountants can also help residents file their tax returns on time and ensure they are getting the best possible return.


FAQs About Personal Financial Advisors in Bellevue, WA