Financial Planners near Burien

Financial Planners near Burien picked by BestProsInTown

Closed today

431 SW Ambaum Blvd SW, Burien
Sunrise Financial Financial Planners

“Can I give 10 stars? Amazing staff. Very professional & Janice is the real deal. She cares and works so hard for her clients and the local community.“

4.4 Superb22 Reviews

Closed today

701 5th Ave #7400, Seattle
Freestone Capital Management Financial Planners

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5 Superb13 Reviews

Closed today

1201 3rd Ave #2200, Seattle
Creative Money LLC Financial Planners

“we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insightful. we feel better prepared to tackle our finances thanks to sam. we will (and have already!) recommended her and the creative money team to our friends!“

5 Superb10 Reviews

Closed today

450 Alaskan Way S, Seattle
Pacific Portfolio Consulting, LLC. Financial Planners

“Pacific Portfolio Trust Company listens, and explains things in a way I understand, and helps me make decisions I feel good about. I can appreciate the fact that they’ve been named to Barron’s Top 100 Independent Advisors several times as well.“

5 Superb9 Reviews

7900 SE 28th St 5th Floor, Mercer Island
Wiegand Financial Group Financial Planners

“We’ve been really pleased with the always prompt response and believing in their integrity“

5 Superb3 Reviews

“Exceptional service and financial expertise. We highly recommend Mr. Stanton for your long term financial planning needs.“

5 Superb1 Reviews

Closed today

U.S. Bank Centre, 1420 5th Ave, Seattle
Badgley Phelps Wealth Managers Financial Planners

“The service is outstanding and the returns during a difficult market stands out among the rest! Thank you!“

5 Superb1 Reviews

Closed today

925 4th Ave Suite 3600, Seattle
Baird Private Wealth Management Financial Planners

“Would like to thank Marianne Li for helping me navigate the nuances of self-managed vs. robo-advised vs. actively managed accounts for my assets. There are a lot of considerations and she was able to thoroughly explain and provide the resources needed for me to make an informed decision.Ask for Marianne when you are there“

5 Superb1 Reviews

1201 3rd Ave Ste 5350, Seattle
Raymond James & Associates Financial Planners

“Great people, Rory is awesome , very helpful, he is down to earth and really smart.“

5 Superb1 Reviews