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Financial Planners to Avoid

119

Top Rated Financial Planners

14

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Over 1,216 reviews for
Tacoma Financial Planners from people just like you.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

C
"fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20" minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

-james H.

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Financial Advising reviews in Tacoma

D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Tacoma Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Tacoma Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Tacoma Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Tacoma Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Tacoma Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Tacoma Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Tacoma Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Tacoma Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Tacoma Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Tacoma Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Tacoma Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Tacoma Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Tacoma Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Tacoma Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Tacoma Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Tacoma Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Tacoma Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Tacoma Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Tacoma Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.
N

Rating
I have been with Mr.
Tacoma Financial Planners Provider Name Locked
for several years. I would recommend him.
I trust him completely, he does a great job helping you work your money. He is responsive, always.
He explains things and no questions are a problem. He truly wants you to understand what he is doing on your behalf or what you direct him to do. ...More /> He is always working to do the best job possible for his clients.
- Carole M.

All Financial Planners in Tacoma, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

1145 BROADWAY
Tacoma

A Street Investments

219 Legion Way SW, Suite 203-B
Olympia

ABBA ACCOUNTING MORTGAGE BNKNG

10603 4TH AVE W
Everett

Accounting Resource USA

9757 NE Juanita Dr
Kirkland

AGP Wealth Management

126 Wells Ave S.
Renton

AIG FINANCIAL ADVISORS

1919 N PEARL ST
Tacoma

All About Simplifying

Lake Forest Park

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AXA Advisors LLC

10500 NE 8TH ST
Bellevue

Balance Financial

1800 112th Ave NE
Bellevue

BANK OF AMERICA MORTGAGE

10500 NE 8TH ST
Bellevue

BARNEY HARTLEY INVESTMENT CTR

1000 TOWN CENTER
Tacoma

BENITZ & ASSOCIATES, INC

122 3RD ST SW
Puyallup

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Bright Debt Consolidation

1208 South Jackson Street

Byrne & Company Wealth Management, LLC

611 Columbia St NW
Olympia

Chuck McFarland State Farm Insurance

9776 Holman Road NW
Seattle

Cobalt Mortgage

10900 NE 4th St
Bellevue

College Funding Solutions

PO Box 15722
Seattle

Comprehensive Wealth Management LLC

4100 194th St SW
Lynnwood

COOPERATIVE CAPITAL

1423 E 29TH ST
Tacoma

DOUBLE D FINANCIAL

30682 MILITARY RD S
Auburn

Doug Jones State Farm Insurance

124 4th Ave S Ste 210
Kent

EDWARD JONES

5005 CENTER ST
Tacoma

EDWARD JONES

1420 S UNION AVE
Tacoma

EDWARD JONES

5810 N 51ST ST
Tacoma

EDWARD JONES

4905 PACIFIC HWY E
Tacoma

EDWARD JONES

6720 REGENTS BLVD
Tacoma

EDWARD JONES

4040 Orchard St W Ste 108
Tacoma

EDWARD JONES

3255 NW Lowell St
Silverdale

Edward Jones

45 Front St N
Issaquah

Edward Jones - Jeffery C. Pleet, CLU, ChFC

630 SE Midway Blvd
Oak Harbor

Empirical Wealth Management

1420 Fifth Ave
Seattle

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Freyman CPA, P.C.

40 Exchange Place

Harborstone Credit Union

4720 Center St.
Tacoma

HARBORSTONE INVESTMENT & INSUR

5929 WESTGATE BLVD
Tacoma

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HOMESTREET BANK

601 UNION ST
Seattle

Horizon Advisors & Securities America

31620 23rd Ave S
Federal Way

Hurley Williams & Cook PS

4312 Kitsap Wy Ste 102
Bremerton

iBank

3090F Pullman St

ICON Consulting

1412 112th Ave NE Ste 102
Bellevue

Insurance Connections Northwest

14042 NE 8th St Ste 105
Bellevue

IRA Valuations

3824 206th Pl NE
Sammamish

IRS Tax Help Team

1201 S Beach Blvd

Ivory Office Consulting Llc

5515 Steilacoom Blvd Sw Suite 108

James C. Howell CPA, PS

1400 112th Ave SE
Bellevue

JB Tax and Finance, LLC

14205 SE 36th St, Ste 100
Bellevue

JW Income Inc.

4616 25th Ave NE
Seattle

Knott & Company Tax Advisors

2501 Southwest Trenton Street
Seattle

Kubesh Investment & Financial

520 Pike Street
Seattle

Laurus Financial Group

33801 1st Way S Suite 261
Federal Way

Leavneworth Insurance, LLC

11756 Hwy 2
Leavenworth

Lowell, Blake & Associates

141 Tremont Street

M

1

Marchand & Co CPA's PC

2003 Southern Blvd SE

Markow Financial Group Inc

2015 W Dravus Str
Seattle

MBSI - DBA: Kiel Mortgage

604 Oakesdale Ave SW
Renton

MC DONALD INVESTMENTS INC

1109 PACIFIC AVE
Tacoma

MCDEVITT & DUFFY CPAs

330 DAYTON ST
Edmonds

McKeon Financial

1507 172ND ST NE
Marysville

Mercier Financial Group, Inc.

190 W DAYTON ST
Edmonds

Michael A Davis Consultant Inc

15127 NE 24th St
Redmond

MLJACKSON CPA

601 108th Ave NE
Bellevue

Monetizer!

Everett

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

Mortgage One Northwest, LLC

8140 Freedom Ln NE
Olympia

MUTUAL SERVICE CORP

4042 S PINE ST
Tacoma

MWBoone & Associates, LLC

777 - 108th Ave NE, Suite 2230
Bellevue

N R SMITH AND ASSOCIATES, PS

2120 CATON WAY SW
Olympia

NELSON FAMILY FINANCIAL SVC

720 S PROCTOR ST
Tacoma

Newground Social Investment

10033 12th Ave NW
Seattle

North West Tax Specialists Inc.

12011 Northeast 1st Street #205
Bellevue

PACIFIC WEST SECURITIES

2607 BRIDGEPORT WAY W
Tacoma

Palouse Credit Consulting

801 Ringo Rd.
Palouse

Pinnacle Capital Mortgage Corp

3906 South 74th Street
Tacoma

Prime Source Financial Services, LLC

4802 Nassau Ave NE
Tacoma

RAGEN MAC KENZIE

1201 PACIFIC AVE
Tacoma

Raymond James Financial Services Inc

Member FINRA/SIPC .................
Bonney Lake

Rick G Schied

20 M St NE
Auburn

RJM Consulting, Inc.

7113 California Ave SW #4
Seattle

S P Johnson Group

2025 Delaware Ave

SC Financial Group LLC

1417 116th Ave NE
Bellevue

SECURITIES AMERICA INC

7406 27TH ST W
Tacoma

SMITH BARNEY

1301 A St Ste 300
Tacoma

STAPP FINANCIAL PLANNING

1800 COOPER POINT RD SW
Olympia

STRATEGIC FINANCIAL GROUP INC

4405 86TH AVE W
Tacoma

SUMMIT FINANCIAL GROUP

6625 WAGNER WAY
Gig Harbor

Summit Financial Inc

615 Pasco Pl NE
Renton

Tacoma Merchant Processing Account

4502 S Steele St
Tacoma

TekCollect

871 Park Street
Olympia

The Credit Guru

23632 Hwy 99, Suite F404
Edmonds

Tom Waiss Agency

1209 Market St
Kirkland

UBS FINANCIAL SVC

1160 BROADWAY
Tacoma

United Gold Direct

2945 Townsgate Road

US BANK

6100 15TH AVE NW
Seattle

USAA

9800 Fredreicksburg Rd

Van Winkle Insurance Group

13619 Mukilteo Speedway
Everett

VMS-Washington

11661 SE 1st Street, Suite 100
Bellevue

Washington Federal

191 W. Washington St
Sequim

Watermark Credit Union

PO Box 1595
Tacoma

WELLS FARGO BANK

2800 3rd Ave
Seattle

Werner, O'Meara & Co

19109 36th Ave W Ste 213
Lynnwood

West Coast Lending Group

11000 33rd Place NE Place
Bellevue

WESTGATE CAPITAL CONSULTANTS

4707 S 19TH ST
Tacoma

Westwood Mortgage Inc.

9706 4th Ave NE
Seattle
Tacoma Zip Codes

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