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James S. Bennett, Jr.

CFP®, CRPC

Private Wealth Advisor

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

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

Bennett & Associates, An Ameriprise Private Wealth Advisory Practice

2275 116th Ave NE, Ste 200
Bellevue, WA 98004
(425) 462-7900

Yvonne D. Hall

CFP®, CIMA®

Managing Director - Investments

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

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

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

1180 NW Maple Street, Suite 150
Issaquah, WA 98027
(425) 369-5102

Peter J. Taafe

CRPC®, BFA, CFP®

Financial Advisor

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

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

Ameriprise Financial

9222 Bay Shore Dr. NW, Ste 100
Silverdale, WA 98383
(888) 399-2044
(360) 516-6820
CONNECT WITH Peter
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Kevin M. Byrne

CFP®, MS

Financial Advisor

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.

Byrne & Company Wealth Management, LLC

611 Columbia St NW, #2D
Olympia, WA 98501
(855) 371-0327
(360) 338-0645

Tami R. Mrozek

CFP®, CPA

Owner

Specialties: Comprehensive Financial Planning, Business Taxes, Personal Taxes

Financial Advisor serving Washington and the surrounding communities.

Tami R Mrozek CPA, PLLC

15429 216th Ave NE
Woodinville, WA 98077
(425) 788-5266

Erik R. Pielstick

CFP®, ChFC,

Sr Wealth Advisor

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

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

Financial Management, Inc

7024 W Grandridge Blvd, Suite B
Kennewick, WA 99336
(509) 735-7526

Deanna K. Wong

CFP®

Financial Advisor

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.

Ameriprise Financial Services, Inc.

101 Elliott Avenue West, Ste 510
Seattle, WA 98119
(206) 219-5258

Mitchell F. Czuk

CFP®, CSA

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

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

MFC Wealth Management

813 SW 354th
Federal Way, WA 98023
(253) 874-2712

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

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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Michelle A. Fait

CFP®, EA, CDFA

Founder/Financial Life Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Satori Financial LLC

P.O. Box 85612
Seattle, WA 98145
(206) 320-9263

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
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Daryl Kim Miller

CFP®

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

1330 Broadway Street
Longview, WA 98632
(425) 241-4453

Tom Nihoul

MBA, CFP®

Private Wealth Advisor

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

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

AGP Wealth Advisors

620 N Argonne Rd, Ste B
Spokane, WA 99212
(800) 701-0746
(509) 777-0803
CONNECT WITH Tom
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Jeffrey M. Walters

CFP®

Wealth Manager

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

1420 Fifth Avenue, Suite 3200
Seattle, WA 98101
(800) 869-7173
CONNECT WITH Jeffrey
  • linkedin link

Gigi L. Brannan

CFP®, APMA®

Sage Advisor Group

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

A private wealth advisory practice of Ameriprise Financial Services, LLC

152 3rd Ave S, Ste 103A
Edmonds, WA 98020
(425) 245-8083

Eric J. Stutzman

CFP®

Wealth 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.

Selkirk Wealth Advisors LLC

203 N Washington St., Suite 203
Spokane, WA 99201
(509) 270-2886
CONNECT WITH Eric
  • linkedin link

Todd M. Koyama

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Selkirk Wealth Advisors, LLC

203 N Washington St, Ste 203
Spokane, WA 99201
(509) 270-2886

Jason Tafoya

CFP®, AIF®

Managing Partner | Financial Planner

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

The H Group

11000 NE 33rd Pl, Ste 301
Bellevue, WA 98004-1441
(425) 827-6236
CONNECT WITH Jason
  • linkedin link

Beth Steinhaus

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Breakwater Investment Management

1001 4th Ave
Seattle, WA 98154
(206) 621-8832

Robert E. Toomey

CFP®

Specialties:

Financial Advisor serving Washington and the surrounding communities.

S.R. Schill & Associates

2448 76th Ave SE, Ste 107
Mercer Island, WA 98040
(206) 275-2700 ext 117

Richard C. Donahue

CFP®

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

Financial Advisor serving Washington and the surrounding communities.

Asset Advisors, LLC

5060 Pacific Hwy, Ste. 101
Ferndale, WA 98248
(360) 733-1200

Stacie Nemetz

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Washington and the surrounding communities.

NR Smith and Associates

2120 Caton Way
Olympia, WA 98502
(360) 754-9475

Samuel B. Mills

CFP®

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

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

Edward Jones

14180 NE Woodinville-Duvall Road
Woodinville, WA 98072
(425) 402-6950

David R. Uhlmann

CFP® MSF APMA AAMS

Fee-Only CFP® Practitioner & Wealth Manager for Technology Professionals

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Synergos Advisory LLC

500 Yale Ave N, Suite 400
Seattle, WA 98109

Synergos Advisory LLC

800 Bellevue Way NE
Bellevue, WA 98004
(206) 800-8056
CONNECT WITH David
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Alyssa Maine

CFP®, CDFA®

Financial Planner

Specialties:

Fee Only Financial Advisor serving Washington and the surrounding communities.

Resolve Divorce Solutions

304 W Pacific Ave., Ste. 210
Spokane, WA 99201
(509) 321-4359

Crystal McMahon

CFP®

CEO

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Remote
Olalla, WA 98359
(253) 858-2427
CONNECT WITH Crystal
  • linkedin link

Daniel H. Adams

CFP®, AIF®

Financial Advisor

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

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

Latitude Wealth Management LLC

115 S Madison St
Walla Walla, WA 99362

Latitude Wealth Management LLC

7117 W Hood Pl
Kennewick, WA 99336
(877) 628-2291
(509) 525-5975
CONNECT WITH Daniel
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Marta Shen

CFP®, JD, CPA

Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Business Taxes, Investment Management,...More

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

Spring Street Financial, a part of Mainspring Wealth Advisors

1201 Third Ave, Suite 5350
Seattle, WA 98101

Spring Street Financial, a part of Mainspring Wealth Advisors

3050 Peachtree Rd, NW
Atlanta, GA 30305
(404) 564-9090

Carlos J.F. Lopez

MBA, CFP®

Managing Director

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

Fee Only Financial Advisor serving Washington and the surrounding communities.

Creative Planning, Inc.

10400 NE 4th St, Ste 500
Bellevue, WA 98004
CONNECT WITH Carlos
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