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Michael W. Boone

CFP®, CFA

Principal

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

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

MWBoone & Associates, LLC

777 - 108th Ave NE, Ste 2230
Bellevue, WA 98004
(425) 462-6406

Jerry Felts

CFP®

Owner

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

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

Securities America, Inc.

711 W Indiana Ave, Suite 101
Spokane, WA 99205
(866) 416-1917
(509) 325-7832

Eric F. Green

CPA CFP® AIF® CKA®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate...More

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

Purpose Financial Advisors. LLC

421 W Riverside Ave, Ste 1450
Spokane, WA 99201
(866) 514-7389
(509) 458-7709

Timothy R. Knapp

CFP®

President

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

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

Asset Management Strategies, Inc.

400 108th Ave NE, Ste 630
Bellevue, WA 98004
(425) 646-7204

Edwin R. Hill

CFP®

Owner

Specialties: Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset...More

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

Stewardship Concepts Financial Services, LLC

7307 N Division St, #205, Ste 205
Spokane, WA 99208
(866) 443-0845
(509) 443-0845

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

C. Eric Christiansen

CFP®

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Quantum Financial Planning

1212 N Washington St, Suite 220
Spokane, WA 99201-2441
(509) 328-6653

Dale R. Terwedo

CLU®,CFP®,ChFC

Founder and Principal

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

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

TFS Advisors, LLC

100 Second Ave South, Ste 300
Edmonds, WA 98020
(425) 776-0446
CONNECT WITH Dale
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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

Christopher P. Bixby

CFP®, EA, CLU®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Mariner Wealth Advisors

10900 NE 4th St Ste 2300
Bellevue, WA 98004-8308
(425) 230-2652

Robert B. B. Gulrajani

CPA, CFP®, CGMA, CSA

Owner

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

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

Robert B Gulrajani, CPA

9204 150th Street Ct E
Puyallup, WA 98375
(253) 435-4485

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

Eddy B. Roddy

CFP®

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

Financial Advisor serving Washington and the surrounding communities.

WECU

1184 Edgewater Ln
Lynden, WA 98264
(360) 714-7922

Sarah L. Carlson

CFP®, ChFC, CLU

Financial Advisor

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

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

Fulcrum Financial Group

1216 S Grand Blvd.
Spokane, WA 99202
(509) 747-2075
CONNECT WITH Sarah
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John R. James

CFP®

Senior Planner

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

Financial Advisor serving Washington and the surrounding communities.

Quantum Financial Planning Services

11335 NE 122nd Wy, Ste 105
Kirkland, WA 98034
(425) 889-7487

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

James H. Cowles, III

CFP®

President

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Washington and the surrounding communities.

Financial Research, Inc.

PO Box 2168
Issaquah, WA 98027
(425) 657-0182

Julie L. Parisio Roy

CFA, CFP®, CIC

Portfolio Manager/Analyst

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Badgley Phelps Investment Managers

1420 Fifth Ave, Ste 3200
Seattle, WA 98101
(206) 623-6172

Meg Bartelt

CFP®

President and Founder

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Flow Financial Planning, LLC

Virtual
Bellingham, WA 98225
(360) 643-0788
CONNECT WITH Meg
  • facebook link
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Ronald S. Colson

CFP®, MBA

President

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Colson Financial Group, Inc.

4740 Austin Ct
Bellingham, WA 98229
(303) 986-9977

Nancy L. Dienes

CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Goddard Financial Planning

1200 Westlake Ave N, Ste 603
Seattle, WA 98109
(206) 217-2583

John F. Aronson

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

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

Securian Advisors Northwest

2033 Sixth Ave, 2033 6th Ave
Seattle, WA 98121-2527
(206) 785-9338

Jed Sires

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset...More

Fee Only Financial Advisor serving Washington and the surrounding communities.

Sound Investment Strategies

22722 29th Dr SE, Suite 100
Bothell, WA 98021
(425) 780-4457

Scott T. Blaesing

CFP®, CPA

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Cascade Wealth Advisors

135 S. Worthen St., Suite 300
Wenatchee, WA 98801
(509) 886-8866

Stephanie M. d'Ippolito

CFP®

Director of Financial Planning

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Freestone Capital Management

701 Fifth Avenue, 74th Floor
Seattle, WA 98104
(206) 707-7323
CONNECT WITH Stephanie
  • linkedin link

Mark C. Logan

CFP®

Principal - Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Skyline Advisors

405 32nd St, Ste 201
Bellingham, WA 98225
(360) 671-1621

Stephanie Gale

CFP®, AIF®

President

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

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

Gale Investment Management

675 Tyler Street
Port Townsend, WA 98368
(360) 385-5044
CONNECT WITH Stephanie
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Lisa R. Peters

CFP®, CDFA

Principal/Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Private Ocean Wealth Management

1700 Westlake Ave N, Ste 325
Seattle, WA 98109
(206) 729-1700

Kyle J. Weir

CFP®

Senior Vice President

Specialties:

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

RBC Wealth Management

W. 601 Main Ave., Suite #1215
Spokane, WA 99201-0615
1-888-879-5524
(509) 363-5524

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