Top Three Rated

Best Financial services in SEATTLE

3 trusted local Financial Services in Seattle, Washington

Creative Money LLC

1201 3rd Ave #2200, Seattle, WA
Pincode: 98101
4.7 (11 reviews) Since 2009
Specialties
Planning Packages Financial Planning Guide Fee-Only Financial Planner Fiduciary Financial Advisor Retirement Planning
About Business

Welcome to Creative Money LLC, fee-only Financial planners for the Seattle, Eastside, and Bellingham areas. They are an independent fee-only, financial advisor. Money can cost relationships. Thousands...

Welcome to Creative Money LLC, fee-only Financial planners for the Seattle, Eastside, and Bellingham areas. They are an independent fee-only, financial advisor. Money can cost relationships. Thousands of dollars in bad decisions. And the occasional (hard to resist) late night rendezvous with your favorite irresistible ice cream shop down the street you sometimes refer to as “your new best friend.”

Working Hours
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
We've worked with Sam from Creative Money twice now and wish we could give six stars! Great company, great staff. Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand. I've wholeheartedly recommended Creative Money to all my local friends. You can't go wrong with this amazing team.
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Brighton Jones

2030 1st Ave 3rd floor, Seattle, WA
Pincode: 98121
4.9 (33 reviews) Since 2000
Specialties
Wealth Management Tax Advisory Family Office Retirement Plan Advisory Women’s Wealth
About Business

In 2000, they launched Brighton Jones with a vision of a world in which every person can Live a Richer Life®. After all, life isn’t just about pursuing wealth. It’s about pursuing purpose, and the pat...

In 2000, they launched Brighton Jones with a vision of a world in which every person can Live a Richer Life®. After all, life isn’t just about pursuing wealth. It’s about pursuing purpose, and the paths to get there are infinite. Today, Brighton Jones has grown to be a nationally-recognized leader in financial wellbeing. Thank you for giving them the responsibility of sitting at the crossroads of your life and your wealth. They are honored to play this role.

Working Hours
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
I've been with Brighton Jones since mid 2023. They provide a full suite of financial services, everything from managing investments, setting up 529 accounts for kids and life insurance and estate planning. They are friendly people and been a pleasure to work with. I highly recommend Brighton Jones to anyone interested in full package financial advising.
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First Pacific Financial

1730 N Northlake Way Apt 3301, Seattle, WA
Pincode: 98103
5.0 (18 reviews) Since 1984
Specialties
Retirement & Income Planning Risk Management & Insurance Analysis Value Exploration Charitable Giving Strategies Tax Planning Investment Management Business & Succession Planning Financial Planning Socially Responsible Investing Education Funding Estate Planning
About Business

First Pacific Financial is an independent financial planning and wealth management firm that helps individuals, families, business owners, and organizations build, preserve, and manage their financial...

First Pacific Financial is an independent financial planning and wealth management firm that helps individuals, families, business owners, and organizations build, preserve, and manage their financial future. The firm takes a personalized, fiduciary approach by developing tailored financial strategies based on each client's goals, lifestyle, and long-term objectives. Through experienced advisors and comprehensive planning, First Pacific Financial focuses on delivering objective guidance, lasting client relationships, and financial confidence at every stage of life.

Working Hours
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
I was referred to First Pacific Financial in January, 2024, after being displeased with my previous financial planner. It was the best move, and I wish I would've done it sooner. I work with Aaron Claridge, and I highly recommend him. He always has my best interests concerning my investments. He is quick to get back to me when I have questions. Elizabeth Perry is my go to person when I have paperwork to sign, and is always timely getting back to me. Everyone I have come into contact with at FPF is very professional, caring, and I am thankful my money is in such great hands!
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