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Seattle Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Seattle.

Top Pro
  • 23 years in business
  • 35 hires on Thumbtack
  • Top Pro on Thumbtack
William R.
Verified review

I've done my own taxes for years and met with Stephen about a specific tax question. He was able to quickly answer my questions and provide IRS references. He saved me hours of reading, not to mention reducing my anxiety. He was timely, friendly, and charged only for the time he spent on me, which was less than the going rate for professional tax advice. Wish I'd of found him years ago.

Open Mind Generations
4.7
from 7 reviews
  • 3 years in business
  • 1 hire on Thumbtack
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!

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).

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

He has done a fantastic job.

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.

About

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs, so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Let's talk, It's complimentary.

About

Sherif J. Awad is a Certified Financial Planner™ professional. He is licensed by the International Board of Standards and Practices for Certified Financial Planners.

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

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

"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.

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.

  • 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

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 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

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

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

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

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.

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