Puyallup, WA10 Financial Advisors near you

Where do you need the Financial Advisor?

Answer a few questions

Tell us what you need so we can bring you the right pros.

Get quotes

Receive quotes from pros who meet your needs.

Hire the right pro

Compare quotes, message pros, and hire when ready.

Puyallup Financial Advisors

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

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.

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.

  • 3 hires on Thumbtack
Michelle A.
Verified review

Melanie has always provided me with sound financial and accounting advice. I had a small personal photography business and whenever I needed help, no matter how big or how small, she would ask appropriate questions and look at all the info before making decisions. Thank you!

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
  • New on Thumbtack
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.

  • 4 years in business
  • 8 hires on Thumbtack
Lori W.
Verified review

He has done a fantastic job.

  • New on Thumbtack
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

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.

  • New on Thumbtack
About

Get out of debt and create wealth. Richard L. Harter, CPM, CSM, CRES, President/CEO and founder of MDRP Marketing Services, Inc., has an extensive background in the production of financial analysis for major corporations, start-up companies, and all sizes of real estate projects in the area of development and management. Mr. Harter, the architect of the Lifestyle Equity Builder, has now brought the decision matrix and reporting systems from corporate America and made them available to families, on a level which has never been available before. The premier product developed has become known as the most comprehensive financial management tool for families in the United States. MDRP Lifestyle Equity Builder's S.M.A.R.T. system looks at all aspects of building equity through the elimination of all debt and saving of interest, with a full budgeting system, chart of accounts, and variance reporting capability that helps families stay on track and develop good money management skills for life.

  • 16 years in business
  • New on Thumbtack
About

We are independent and fee-only with no conflicts of interest. Our investment philosophy can be boiled down to: 1. Keep fees as low as possible 2. Diversify globally to mirror world markets

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.

  • New on Thumbtack
About

I take the time to listen!!! I will never make you feel like I have something more important to be doing.... because I don't! I will provide a personal level of service and building lifelong relationships.

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

"Making sense of your retirement puzzle." As an investment advisor representative with independent broker/dealer KMS Financial, I can offer a broad range of retirement planning products to meet the unique needs of each of my valued clients. I strongly believe in the benefit of saving for retirement via tax-deferred vehicles like 401(k)s, 403(b)s, simple or SEP IRAs, as well as traditional and Roth IRAs, and feel compelled to clearly educate those benefits to the clients I'm fortunate to work with.

  • New on Thumbtack
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

  • New on Thumbtack
About

Cents of Peace takes great pride and pleasure in assisting you through the process of managing your monthly finances. Through continued collaboration with you, we will help you organize your personal finances, so you don't feel overwhelmed by life's challenges. Our goal is to help you come up with a system to free yourself from bad debt. We will help hold you accountable so that you can realistically reach your goals. We'll create and manage your budget, so all you have to do is put your money in the budgeted places.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information.

About

I have been a pro in this industry with over 15 years of experience in accounting, tax, and business start up. I am here to walk you through each step as I meet your needs.

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

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.

Hire skilled professionals for absolutely everything.