Best Financial Advisors in Seattle, WA

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List of Firms

Seattle, WA Fiduciary Financial Advisors

SEC File# 801-121432
CRD# 115969
5 out of 5
Location 1501 4th Ave #2880, Seattle, WA 98101, USA
Phone (206) 682-4840
Directions
SEC File# 801-77544
CRD# 166580
4 out of 5
Location 920 5th Ave Suite 2720, Seattle, WA 98104, USA
Phone (206) 285-8877
Directions
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trueNorth Wealth Advisors
SEC File# 801-116702
CRD# 118273
Location 1200 5th Ave #1810, Seattle, WA 98101, USA
Phone (206) 652-4314
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
Directions
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Millennial Wealth, LLC
4 out of 5
Location 3518 Fremont Ave N #443, Seattle, WA 98103, USA
Phone (206) 207-8426
Directions
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Paragon Wealth Advisors - Ameriprise Financial Services, LLC
Location 101 Elliott Ave W Ste 510, Seattle, WA 98119, USA
Phone (206) 219-5254
Directions
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Laird Norton Wealth Management
SEC File# 801-60345
CRD# 113400
4 out of 5
Location 801 2nd Ave Suite 1600, Seattle, WA 98104, USA
Phone (206) 464-5100
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Rebecca Stephens - RBC Wealth Management Financial Advisor
Location 401 Union St Suite 3600, Seattle, WA 98101, USA
Phone (206) 621-3117
Directions
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
4 out of 5
Location 925 4th Ave Suite 3600, Seattle, WA 98104, USA
Phone (888) 567-6297
Directions
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Badgley Phelps Wealth Managers
SEC File# 801-121830
CRD# 315440
3 out of 5
Location U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101, USA
Phone (206) 623-6172
Time Monday: 7:30 AM – 4:30 PM Tuesday: 7:30 AM – 4:30 PM Wednesday: 7:30 AM – 4:30 PM Thursday: 7:30 AM – 4:30 PM Friday: 7:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Northern Lights Advisors Inc.
Location 1448 NW Market St Suite 500, Seattle, WA 98107, USA
Phone (206) 203-6638
Directions
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Freestone Capital Management
Location 701 5th Ave #7400, Seattle, WA 98104, USA
Phone (206) 707-7300
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 601 Union St Suite 5200, Seattle, WA 98101, USA
Phone (206) 628-4400
Directions
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Satori Financial LLC
Location 1001 4th Ave #3200, Seattle, WA 98154, USA
Phone (206) 320-9263
Directions
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Merrill Lynch Wealth Management Advisor Jens Pascucci
Location 401 Union St, Seattle, WA 98101, USA
Phone (206) 464-4375
Directions
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Jim ONeil - RBC Wealth Management Financial Advisor
Location 401 Union St Suite 3600, Seattle, WA 98101, USA
Phone (206) 621-3235
Directions
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Wealthspire Advisors
Location 1700 Westlake Ave N #325, Seattle, WA 98109, USA
Phone (206) 729-1700
Directions
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Brian Silkworth - Financial Advisor, Ameriprise Financial Services, LLC
Location 1080 W Ewing Pl Ste 200, Seattle, WA 98119, USA
Phone (206) 285-5489
Directions
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Paul Fahey - RBC Wealth Management Financial Advisor
Location 401 Union St Suite 3600, Seattle, WA 98101, USA
Phone (206) 621-2136
Directions
Financial Advisors in Seattle, WA

Where Certified Financial Advisors in Seattle, WA Serve

Seattle, WA is a bustling city located in the Pacific Northwest region of the United States. It is known for its stunning landmarks, including the iconic Space Needle, the historic Pike Place Market, and the beautiful waterfront. The city is home to many top employers, such as Amazon, Microsoft, and Boeing, which contribute to its thriving economy. Major highways and streets in the area include Interstate 5, which runs from Mexico to Canada, and the famous Alaskan Way Viaduct, which provides breathtaking views of the city skyline. Seattle is also home to a variety of unique neighborhoods, each with its own character and charm, from the trendy Capitol Hill to the laid-back Fremont. With its diverse culture, stunning scenery, and vibrant atmosphere, Seattle is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Seattle, WA have a variety of ways to access banking services. Many people use online banking to manage their accounts and pay bills, while others prefer to visit a local branch for in-person assistance. Seattle is home to several large banks, including Chase and Bank of America, as well as smaller community banks and credit unions. One unique aspect of banking in Seattle is the prevalence of environmentally-friendly options, such as paperless statements and green banking initiatives. Additionally, many banks in Seattle offer services tailored to the city's thriving tech industry, such as mobile banking apps and digital payment options. Overall, Seattle residents have access to a wide range of banking services to meet their individual needs.

Insurance Broker

Residents of Seattle, WA can benefit greatly from the services of an insurance broker. With the city's high cost of living, an insurance broker can help residents find affordable health insurance plans that provide adequate coverage. Additionally, Seattle is known for its rainy weather and natural disasters such as earthquakes, so an insurance broker can assist residents in finding comprehensive home and auto insurance policies that protect against these risks. Furthermore, with the city's tech industry and entrepreneurial spirit, an insurance broker can offer guidance on business insurance options for startups and small businesses. Overall, an insurance broker can provide invaluable assistance to residents of Seattle, WA in navigating the complex world of insurance and finding the best coverage for their needs.

Retirement Planning

Residents of Seattle, WA could greatly benefit from the services of a retirement planner. Seattle is known for its high cost of living, which can make saving for retirement a challenge. A retirement planner can help residents create a personalized plan to save for retirement, taking into account their specific financial situation and goals. Additionally, Seattle has a large population of tech workers who may have unique stock options and other investment opportunities. A retirement planner can help navigate these complex financial instruments and ensure that they are included in the overall retirement plan. Overall, a retirement planner can provide peace of mind and a clear roadmap for Seattle residents to achieve their retirement goals.

Wealth Management

Residents of Seattle, WA can benefit greatly from the expertise of a wealth manager. Seattle is known for its thriving tech industry, with companies like Amazon and Microsoft headquartered in the area. A wealth manager can help tech employees navigate their stock options and equity compensation, ensuring they make the most of their financial opportunities. Additionally, Seattle has a high cost of living, and a wealth manager can assist with financial planning and investment strategies to help residents reach their financial goals and secure their future. With the help of a wealth manager, Seattle residents can feel confident in their financial decisions and make the most of their hard-earned money.

Mortgage Loan Officer

Residents of Seattle, WA can benefit greatly from the expertise of a mortgage loan officer. Seattle is known for its high cost of living, with home prices and rental rates continuing to rise. A mortgage loan officer can help residents navigate the complex process of securing a home loan, ensuring they get the best possible interest rates and terms. Additionally, Seattle is a city with a diverse population, including many first-time homebuyers and non-native English speakers. A mortgage loan officer can provide personalized guidance and support to these groups, helping them understand the process and feel confident in their decisions. Overall, a mortgage loan officer can be a valuable resource for anyone looking to buy or refinance a home in Seattle.

Tax Services

Residents of Seattle, WA can benefit greatly from the advice of a tax advisor. With the city's high cost of living and complex tax laws, a tax advisor can provide invaluable guidance on how to minimize tax liabilities and maximize deductions. For example, Seattle residents may be eligible for tax breaks related to home ownership or energy-efficient upgrades to their homes. Additionally, with the recent changes to federal tax laws, a tax advisor can help Seattle residents navigate the new rules and ensure they are taking advantage of all available deductions. Overall, a tax advisor can provide peace of mind and help residents of Seattle, WA make informed decisions about their finances.

Estate Planning Lawyer

Residents of Seattle, WA can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Seattle, where property values are high and the cost of living is expensive. Additionally, an estate planning lawyer can help Seattle residents minimize their tax liability and protect their assets from creditors. With an estate plan in place, Seattle residents can have peace of mind knowing their loved ones will be taken care of and their legacy will be protected.

Seattle, WA Financial Resources

Seattle, WA Chamber of Commerce

https://www.seattlechamber.com/

Seattle, WA Public Library

https://www.spl.org/

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