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Beverly Fogle

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Washington and the surrounding communities.

6533 Seaview Ave NW, Apt 403A
Seattle, WA 98117
(360) 695-5512

Kimberly S. Baker

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Johnson Bixby

275 West Third Street, Suite 600
Vancouver, WA 98660
(360) 695-1795

Donald M. Safstrom

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Safstrom & Company

1325 4th Avenue, Ste 1530
Seattle, WA 98101
(206) 622-6456

Todd J. Lindley

CFP®, LUTCF

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Pillar Financial Group

4520 Intelco Loop SE, Suite 1E
Lacey, WA 98503
(888) 249-1051
(360) 236-0312
CONNECT WITH Todd
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Joseph T. Hebert

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Washington and the surrounding communities.

TrueNorth Wealth Advisors

1200 5th Ave, Ste 1810
Seattle, WA 98101
(206) 652-4314

Julie A. Back

CFP®

Principal/Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Private Ocean

1700 Westlake Ave N, Suite 325
Seattle, WA 98109
(206) 729-1700
CONNECT WITH Julie
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John A. Horvath

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Financial Advisor serving Washington and the surrounding communities.

Meadows Wealth Advisors

4910 NW Camas Meadows Dr., Suite 200
Camas, WA 98607
(360) 883-5861 x3
CONNECT WITH John
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Nancy J. LaPointe

CFP®

Financial Planner, Wealth Manager, Investment Advisor Representative

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Navigate Financial

3663 College St SE, Suite B
Lacey, WA 98503
(360) 628-8175
CONNECT WITH Nancy
  • facebook link
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Jeanne E. MacRae

CFP®, CRPC®, CDFA(R)

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Robinswood Financial

3425 Carillon Point
Kirkland, WA 98033
(425) 296-1607

David M. Moretsky

ChFC, CFP®

Co-Founder

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Financial Advisor serving Washington and the surrounding communities.

MyICON

520 6th St S
Kirkland, WA 98033
(425) 562-4266

Richard A. Merrifield, II

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Washington and the surrounding communities.

Coldstream Capital

One 100th Ave NE, Suite 102
Bellevue, WA 98004
(425) 283-1600

Lori Kaufman

CFP®

Chief Executive Officer

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Kaufman Kampe Advisors LLC

7525 SE 24th St, Ste 670
Mercer Island, WA 98040-2331
(206) 275-2277

Blaine A. Carr

CPA, CFP®, AIF®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Petersen Hastings Investment Management

8203 W Quinault Ave, Ste 101
Kennewick, WA 99336
(800) 441-4412
(509) 735-0484

Katherine C. Benjamin

CFP® CLTC

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

6020 Lake Washington Blvd SE
Bellevue, WA 98006-6328
(425) 503-4800

John A. Schram

CFP®

Registered Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

LPL Financial

917 S Monroe St
Spokane, WA 99204
(509) 328-5627

Jennifer Baick

CFP®

Client Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Mercer Advisors

10655 NE 4th St, Suite 810
Bellevue, WA 98004

Mercer Advisors

12296 170th Ct NE
Redmond, WA 98052
(888) 642-4636
(425) 516-5924

Josh Yeyni

CPA, CFP®

President

Specialties: Attending College, Comprehensive Financial Planning, Buying a Home, Career Change, Asset...More

Financial Advisor serving Washington and the surrounding communities.

Wealth-Builders, Inc.

9725 SE 36th St #404
Mercer Island, WA 98040-1376
(203) 230-9010

Mark L. Hartman

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Morgan Stanley

2011 NW Myhre Rd, Ste 301
Silverdale, WA 98383
(360) 613-1986

Terry L. Bradford-Crane

MBA, CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Washington and the surrounding communities.

BradfordCrane Company LLC

9650 SE Southworth Drive, #4872
South Colby, WA 98384
(805) 407-1694
CONNECT WITH Terry
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Meris Collier

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Collier, Sustainable Wealth Management

9750 3rd Ave NE, Ste 350
Seattle, WA 98115
(206) 805-1770

Matthew Jarvis

CFP®, ChFC

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Jarvis Financial

33308 13th Pl S, Ste 3
Federal Way, WA 98003
(253) 838-9703

KC Smith

CFP®, APMA®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Ameriprise Financial Services, LLC

100 2nd Ave S, Ste 140
Edmonds, WA 98020-8439
(425) 640-8633

Jordan Curnutt

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Quantum Financial Planning

1212 N Washington St Ste 220
Spokane, WA 99201-2400
(509) 328-6653
CONNECT WITH Jordan
  • facebook link
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Kathleen A. Miller

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Washington and the surrounding communities.

Miller Advisors, Inc.

11 Tenth Ave
Kirkland, WA 98033
(425) 822-8122

William T. Morrissey

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Sound Financial Planning,Inc.

1111 Cleveland Ave., Ste 101
Mount Vernon, WA 98273
(360) 336-6527
CONNECT WITH William
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Jesse Haverstock

CFP®

Specialties: Comprehensive Financial Planning, Buying a Home, Asset Allocation, Estate Planning,...More

Financial Advisor serving Washington and the surrounding communities.

Mercer Advisors

10655 Northeast 4th St, Suite 810
Bellevue, WA 98004
(425) 709-2313

Adrienne Ross

CFP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Adrienne Ross

905 W Riverside Ave, Ste 201
Spokane, WA 99201-1099
(509) 847-4079
CONNECT WITH Adrienne
  • facebook link
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Alan L. Writer

CFP®, CHFC®, RICP®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Washington and the surrounding communities.

Thrivent Financial

22335 SE 244th Pl
Maple Valley, WA 98038

Thrivent Financial

20 M Street NE
Auburn, WA 98002
(425) 275-1936

David R. Uhlmann

CFP® MSF APMA AAMS

Fee-Only CFP® Practitioner & Wealth Manager for STEM entrepreneurs/professionals

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Synergos Advisory LLC

Lincoln Square, 10400 NE 4th St
Bellevue, WA 98004-5175

Synergos Advisory LLC

500 Yale Ave N
Seattle, WA 98109
(206) 800-8056
CONNECT WITH David
  • facebook link
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Ben L. Jennings

CPA/PFS, CFP®, CLU

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

SoundView Advisors

1441 W Bay Drive NW
Olympia, WA 98502

SoundView Advisors

1000 2nd Avenue
Seattle, WA 98104
360-867-9890
CONNECT WITH Ben
  • linkedin link