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Marysville Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Marysville.

Top Pro
  • 23 years in business
  • 34 hires on Thumbtack
  • Top Pro on Thumbtack
William M.
Verified review

Very professional. Outstanding service. I WISH I would have found him to do my IRS negotiations. As it is he filed missing returns and I will use his services for my future returns. Consider this service for representing you to the IRS. Makes the other services seem like they are way overcharging; which they are.

Open Mind Generations
4.7
from 7 reviews
  • 3 years in business
Michelle O.
Verified review

John has been my financial advisor for 10+ years - I have followed him as he has switched companies and love what he can do for us as an independent FA. He has flexibility to use investing tools that you just don't get at the large companies. He is super responsive, very knowledgeable in the industry, and is always happy to walk you through questions as many times as needed to make you feel comfortable in your investment plan. Highly recommend!

  • 13 years in business
Melissa T.
Verified review

Where do I begin?? Crystal is a life saver! My husband and I had been blindly running our business for over a year and couldn't figure out why/what and most importantly how we were even staying afloat. After sitting down with Crystal and putting together a successful plan for our finances - I can gladly say that it has literally all "paid off"!! We can't even imagine how far into debt we would be right now if it weren't for her knowledge and strategic planning to help us succeed. I would recommend Crystal to anyone in need of financial services. Omgoodness!! Thank you so much for your help Crystal!

William H. Bratton CPA
4.3
from 6 reviews
  • 1 hire on Thumbtack
Dave H.
Verified review

I retained Bill's services when I received a notice from the IRS last year. It said I owed money from a property I neglected to include in my tax return due to a pending divorce. I had no idea which of the property my former spouse has acquired that generated the amount due with the IRS, but like a forensic accountant, Bill was able to figure out which property "owed" money and even better, came to the conclusion the IRS was in error. To me, that was a better result than anyone can hope for. Bill and his staff will be my "go to" accounting firm from now on. Bill is very, very adept at what he does and I feel extremely confident with his ability to handle all my financial dealings.

Fortis Accounting Solutions
4.7
from 3 reviews
  • 1 hire on Thumbtack
Pritam D.
Verified review

Great experience in terms of a quick review of my current financial status and how I can take steps to reduce taxes (short term and long term).

  • 24 years in business
Nancy M.
Verified review

I was widowed in my mid-50's and, like many widows, had the luxury of having been married to a man who was willing and more-than-capable of overseeing our finances. I was always kept informed and knew where investments and bank accounts were held. However when my husband passed away from cancer, it fell to me to pick up the financial ball and carry on. Bradley Van Vechten was "assigned" to my portfolio at that time and I cannot adequately express my gratitude for his expertise and compassion at the most difficult time in my life. Brad's knowledge and ability to clearly explain what many of us consider complex financial positions came at a critical time for me. I would enthusiastically endorse him as anyone's Certified Financial Planner as Brad continues to provide excellent advice and guidance, founded on his extensive knowledge of financial products and options, all based on my personal needs and goals. I know from personal experience that he places all of his clients' interests first and foremost in his business and I have the utmost trust and confidence in him and his advice. He has continually listened to my wishes, answered any questions and I look forward to a secure future thanks to Brad. Bottom line: My portfolio is doing well and I have a Financial Planner I respect and trust.

About

One Strategic Capital, Inc. is a comprehensive financial services and insurance firm dedicated to creating a secure financial future for businesses and their owners, for professionals and their practices, and for individuals and their families.

About

Estate Planning, Financial Planning, Tax Strategies

  • 2 years in business
About

I show individuals and Families how to make money, save money and have a tax-free retirement all with an options based educational approach.

About

I purposely left the traditional financial services industry to help people with their money in a more personable, down-to-earth way. You don't need a 100-page financial plan to tell you what to do; you need education and conversation, and UNDERSTANDING about the financial principles behind implementation. I can calculate how long it will take you to get to retirement, but the real magic is coordinating ALL areas of finance for a cohesive, individualized road map to getting you where you want to go, both NOW (especially now) and in the future.

About

Bowser Financial provides bookkeeping, tax preparation, payroll services and executive level accounting at reasonable rates. We come to you and/or operate electronically.

  • 10 years in business
About

We work with clients on a fiduciary standard under a fee for advice contract. We believe the industry standard commission only isn’t the best way to make sure people get the financial planning advice they need.

About

Thompson Financial is a financial services firm dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients, not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

About

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals and objectives.

About

My name is Jordan Comfort, and I am a recent graduate with honors from Oral Roberts University with a Bachelor of Science in Accounting. I have almost two years of experience as a Corporate Accountant. Currently, I work in public accounting at one of the top firms in the Pacific Northwest. I look forward to adding my recent experience in accounting to better serve your needs.

About

Serving Tukwila, WA, and outlying areas, Richard Artura of RJA Financial Services Inc. and associates are offering the following services but not limited to insurance, investment, retirement, estate planning and tax management.

About

I am a Bellevue-based financial planner. I work in estate planning/wealth transfer, retirement planning, tax planning, risk management, and business planning. Money is a topic that most Americans avoid like the plague, but it is a subject that we all have to deal with. Nobody wants to be told about all the financial mistakes they have made in the past; all we really want to know is where we stand and the best moves to make going forward. I help take the stress out of financial planning - giving my clients a clear roadmap to their financial success.

About

Our mission is to provide superior financial, retirement and estate planning consultancy to the public in a highly ethical fashion with the lowest feasible price. The Legend Group is a comprehensive financial, retirement and estate planning consultancy. Our services are comprehensive in terms of offered products (insurance, mutual funds, equities, retirement planning, and estate planning) as well as in terms of depth of research. The up-front cost to do in-depth research into prospective investments and possible options for the client will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

About

Serving Bothell, WA and the outlying areas, Kurt Wanner of Crosswind Advisors is offering the following services: * Investments * Financial Planning * Insurance * Retirement Planning * Tax Planning * Risk Management * Estate Planning

About

We are serving Seattle, WA and outlying areas. Roseann Pinciotto of Waddell Reed is offering the following services: * Financial planning * Investments * Retirement strategies * Estate planning and insurance * Annuities These services are to help clients reach their financial goals.

About

Since 1979, Wyman & Associates has operated as an independent agency working with business owners and individuals to help them protect their personal wealth. We have expanded our focus to also work with employees of the airline industry. As a company, our goal is to build a long and personal relationship with our clients as they live and enjoy their accumulating years and position themselves for the time when they retire. We recognize that each solution has to provide a custom fit to meet our clients' needs, and our position as an independent financial planning firm means we are not required to sell any one product or company. This supports our ability to tailor plans and provide options instead of only one direction.

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