Seattle, WA 43 Financial Advisors near you

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Birdseye Financial, LLC

Birdseye Financial, LLC

5.0 (1)
***** Are you ready for Retirement? ***** What does RETIREMENT look like to you? What are your plans for enjoying the rest of your life? Do you have a customized Retirement Plan? How will you navigate market risk investments and insurance-based products? Are your advisors addressing Taxes in retirement or how to handle your estate in regards to medical, legacy, and asset protection concerns? We have 18 Years of expertise to help you accomplish your goals and live a stress-free lifestyle. Please visit us at https://www.birdseyefinancial.com/intro.html for more information about our company. Hello, my name is Corbin Lindsey, the owner of B ... View Profile
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All Things Taxes

All Things Taxes

5.0 (1)
**Realtors, flippers, investors, landlords, room shares, home shares (Airbnb), rideshare (Lyft/Uber drivers), other small-medium businesses, side hustles and gigs require daily bookkeeping ESPECIALLY if you are seeking COVID-19 relief funding. Don't miss out on all the funding SBA funding available and legally stop paying self employment taxes. If you have been audited; Don't let the IRS take your $$$.  ***CALL OR TEXT 253-237-6144 Today*** Additionally, if you are a SMB; GET YOUR SBA & QB FUNDING & Bookkeeper Services all in one: Starting at Only $99 Per Month! Here is what you will receive for only $99 per month: A) BOOKKE ... View Profile
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MyICON

MyICON

Through my experience as a financial advisor, I have discovered that too often individuals and families are asked to choose between great service and quality financial advice. My professional mission is to offer unparalleled client service and quality financial solutions that fit my client’s financial goals and values, and provide these services in a respectful, relationship-based manner. We are a locally-owned company with large firm resources but with the feel of a small family owned firm. My team has a tremendously high level of integrity, intellectual capital, and a deep sense of personal and professional responsibility.  ... View Profile
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Passage Wealth Advisors, LLC

Passage Wealth Advisors, LLC

Michael works with high net worth individuals, business owners, family offices, foundations, retirement plans and corporations to service their investment needs and provide a broad array of wealth management solutions. He established Passage Wealth Advisors in 2006 to better provide quality investment services to his clients. The company's mission statement is brief and to the point: "To provide investors the best quality service and potential return on their investments based on their risk parameters". His broad business background has enabled Mike to quickly understand the complicated needs of sophisticated clients and to provide top qualit ... View Profile
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Rayvat Accounting

Rayvat Accounting

I am a highly motivated Accountant and Bookkeeping professional. My skills can greatly assist and benefit your organization to help achieve your yearly Financial Goals. I am managing a highly dedicated team of accountants involved in Accounting and Bookkeeping for clients across Australia, USA, UK, etc. since 9+ years. I can provide you work with quality and professional service within given time frame. My work experience revolves around: - Xero, MYOB, Quickbooks Online and Pro, Sage 50, VT Transaction+, Reckon, Zoho books, Freshbooks, Wave, etc - Cash Flow Analysis - Payroll Supervising - Data Migration - Accounts Receivable and Accounts Pay ... View Profile
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The Retirement Solution

The Retirement Solution

"When can I retire? How much money can I spend every month without running out??” At The Retirement Solution Inc., we help you answer these questions. The Retirement Solution Inc. was founded by Jim Black with the belief that everyone deserves a customized, written financial plan that captures their unique hopes, dreams and goals. We are dedicated to helping you succeed in retirement. We identify the income you will need and want every month for the rest of your life using a plan that minimizes risk as much as possible and broadens financial opportunities. Our comprehensive retirement distribution plans are designed to protect your inco ... View Profile
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Edward Jones Investments: Elwis Johnson

Edward Jones Investments: Elwis Johnson

I became a financial advisor to be a trusted resource for families and businesses that wish to leave a legacy of financial prosperity for generations to come. That desire came during my years in banking. It felt great helping people start and grow their dreams. In banking, I was helping business owners; as a financial advisor, I can also help individual investors reach their goals and create a legacy.  I've been licensed in investments since 2014 and branched out to build my practice outside of the banks in 2017.  I want to grow relationships with clients that will last 30 years, based on trust & mutual respect. ... View Profile
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Bear Mountain Capital

Bear Mountain Capital

As we move through life, things tend to get more complicated. Our relationships, careers, finances all evolve into many moving parts. Often, after nailing down one part of life, another part can unexpectedly fall into disrepair. When it comes to the financial part of our lives, it can get messy quick. We spend countless hours worrying. Questions crop up : Are we saving enough? Are we being smart about taxes? Are our investments well-managed? Do we have enough insurance? How should we think about our debt and loan commitments? Our approach at Bear Mountain Capital breaks out into three phases: financial planning, investment managemen ... View Profile
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