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Best Seattle Finance Pros

  • Rand Fishkin - Solid bank. Good customer service, low costs, fair, and much less evil than the big boys.
    Laura - Great banking services for a small business. They pretty much are a no-fee bank.
    Yaprak DeCarmine - I've banked with BECU while living in 12 countries and 4 states. Never had a problem they couldn't resolve immediately. Their app is extremely helpful!
  • Steve Dossick - We used Jamie for basic wills and estate planning when our babies arrived...super easy to work with and very thorough.
    Darlin Gray - Jamie at Phinney Ridge Estate Law is thoughtful and smart and really good at what she does!
  • 3. Chase
    Ben Shorr - I would love to not use Chase - but their website is great (now); mortgage, direct deposit and bills are tied to an account that I've had since they were Washington Mutual. Remember that?
    Amy Barker - Madison Park! Frank the manager is great!
    Kyle Shurtleff - I've used many local and national banks in the last 2 years, Chase has what I'd consider the best tech (web + mobile) if that is your primary way of interacting with your bank.
  • Sherri Monte - As an Interior Designer at Elegant Simplicity, I could not recommend a better credit union.

    Since 2009 they have taken great care of us + handled all of our questions with the utmost professionalism.
    Brian Glaister - Verity is within walking distance of my house, is dog friendly, and doesnt have any fees or minimums. Hard to beat
    Kari O'Driscoll - Love this credit union that gives back to the community. I have business accounts there and they've always been helpful and accessible.
    recommended by George Reilly
  • 300 Pine St, Seattle
    Adam Tratt - Howard Choder (Taxman) is a former IRS Agent who is a fantastic accountant whether you're facing an audit or just getting your taxes done. Highly recommended.
    Tonya Peck - We've appreciated Howard Choder's guidance, counsel, and all things taxes for 16+ years!
    Perry Atkins - Not your usual accountant. Way more personality
    recommended by Sam Herring
  • 6. USAA
    Jennifer Haller - USAA wins hands-down on customer service!
    David - Superior service, sophisticated online tools. Non of the bullshit associated with traditional banks.
    Petra Harvey - Full portfolio of products that I enjoy including Checking, Savings, Insurance and Investment. Special attention to military families and their needs including remote banking and comprehensive App.
    recommended by Dave Laird
  • 7900 SE 28th St 242, Mercer Island
    Zareen Maurer - Steven helps us with all of our business and personal accounting needs. He’s very responsive and knowledgeable.
    Charlie Hall - I have worked with Steven for a number of years. He handles my taxes and I send him clients often knowing they will be well taken care of.
    Jaxson Maurer - Steven is super responsive and reasonably priced. He has been patient with my questions and great at guiding me through complicated situations.
  • Patrick O'Donnell - They cover all ATM fees, built in connection to brokerage account. Nice bill payer
    Kyle Shurtleff - Great "online first" bank + investment firm.
    recommended by Ben Shorr
  • 11100 NE 8th St 400, Bellevue
    Shauna Swerland Youssefnia - i use them for my biz and personal - they are very professional and knowledgeable
    Rand Fishkin - Excellent firm -- we're using Kaylene and Kim, who have been very supportive and helpful, even going so far as to audit our prior year's taxes and finding a big savings gap our previous tax folks had missed!
    Jennifer Kruchoski - I have worked with this firm for years. They are the best and so easy to work with. Kaylene and Kim are a joy to work with and they always have the best interest for our mutual clients. They are so responsive, reliable and really know the industry. I love working with them and fully trust them.
  • 234 10th Ave E, Seattle • Capitol Hill
    Sara Eizen - I've been using Your Man Friday as my accountant, and now payroll company, for 12 years.
    Javier Soto - I have worked with them on and off for many years. Trustworthy and impeccable service. Highly recommended for SMBs.
    recommended by Kevin Trombold

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Ask for Recommendations

Need help finding the right finance pro? Ask your friends.
Sarah Bird
6 months ago • Queen Anne
My parents have decided to redo their wills and also to make sure their assets are protected etc. Anyone have an experienced estate planning and a...
9 replies
5 months ago
Marston Gould Hey Sarah - I can't recommend Karr Tuttle karrtuttle.com enough. We had some really difficult things to plan through - including out of state parents nearing their 90s with property in 3 states, an irresponsible sibling, a family business and and a few kids in the family who likely were going to need some level of support as adults due to medical conditions. KT worked its way through all these issues in a straightforward, easy to understand way and created the documents for whatever scenario might occur.
Sarah Bird @Marston That sounds exhausting! whew! Glad you found someone to help your family make good sense of it all. <3
Detlef Schrempf Marston - complex issues require more expertise that goes way beyond a simple will. Hope you got it all worked out
Liz Pearce
6 months ago • Montlake
I promise, this was on my list long before the current crisis! But now that I have some extra time on my hands, I'd love to cross it off my list. W...
37 replies
24 days ago
Liz Pearce @bglais01 I haven't made a selection yet, but I have calls scheduled for this week. Will keep you posted!
Detlef Schrempf Laura Hoexter - again :)
Nathan Hoerschelmann I do this work as well. Hoerschelmann Dietz PLLC. Happy to be of help!
Sue Bae
8 months ago • Wedgwood
Hello - would love any recommendations for a fantastic accountant you love, preferably north of downtown Seattle. Affordable is a plus.
3 replies
8 months ago
Dae Yu you're literally the second person who has asked this week! Look up Charlene Fleming here in Fresh Chalk. She's in Kirkland. We've (Arry + Dae) been working with her for years.
Josh Barnard We use Alkire Bell (alkirebell.com) and have been very happy with Madeleine. They are in Leschi, though.
Sue Bae Thank you!
H Hardin
8 months ago • Montlake
Afternoon! Looking for a estate planning attorney. Need to do some wills. 🦋
5 replies
8 months ago
Kelly Crimmins I recommend Julie Seaborn at Crowley Law Office: Julie@crowleylawoffices.com. She is very responsive, customer oriented, and detailed. Wonderful experience with her! Tell her Kelly Crimmins sent you. :)
Josh Barnard We used Nancy Cahill at holmancahill.com and had a good experience.
Darlin Gray Jamie at Phinney Ridge Estate Law is thoughtful and smart and really good at what she does! phinneyestatelaw.com
Jana Kleitsch
11 months ago • Seattle
I'm in the market for a new financial advisor. What would be good questions to ask when interviewing a potential advisor?
11 replies
8 months ago
Jana Kleitsch FYI, I found this helpful podcast episode from NPR's life kit. npr.org/2018/12/12/67616024...
(in case anyone else is waffling about this too.)
Adam Doppelt I heard that podcast too. I'm definitely a fan of the Vanguard Retirement funds, which try to target the right level of risk depending on your age. So simple and the fees are tiny. Of course, a fund won't really help you clean up debt or structure the rest of your financial needs...
Detlef Schrempf I am always available to talk if you want to get a perspective on what is out there - vast array of people who call themselves financial advisers with different value prop (from insurance to planning to asset management, etc) with different fee structures.
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