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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.
    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!
    Laura - Great banking services for a small business. They pretty much are a no-fee bank.
  • 2. 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
  • 5. 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
  • 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
  • 7900 SE 28th St 242, Mercer Island
    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.
    Zareen - Steven helps us with all of our business and personal accounting needs. He’s very responsive and knowledgeable.
    Gretchen Frederick - Steven is great at what he does and is very personable as well! Makes doing your taxes fun!
  • Vanessa Laughlin - Julie Rideout is the manager of several north end Homestreet banks and she always goes above and beyond for her clients. She is a true gem, as is the rest of her teams.
    recommended by Jana Riggan, Katie Zejdlik

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Need help finding the right finance pro? Ask your friends.
Liz Pearce
9 days 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...
33 replies
3 days ago
Shauna Swerland Youssefnia kanoa ostrem 206-906-9302
Detlef Schrempf Hi Liz - as you know we (www.Coldstream.com) work with our clients on all aspects of their personal and financial lives. Estate planning is one of the planning items we address - typically laying out all the options and then partnering with an estate planning attorney to execute. We have worked with Kanoa and many others. I think you would love Laura Hoexter from Helsell Fetterman
Steven A. Chayer This crisis has lit a fire under Elizabeth's and my-you know what. We will be asking Tracy Codd to help us. We've known him for 10 plus years and he is a solid, reliable and skilled attorney, and very personable.

tracycodd.com