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10 Best Seattle Financial Advisors

  • 1200 Westlake Ave N 900, Seattle
    Detlef Schrempf - Long term partner for families and individuals, helping to find and define passions and goals in order to live the life envisioned
    Jeff Dossett - I have worked with the team at Coldstream Wealth Management since 1997. I highly recommend Coldstream. They are my highly trusted advisors and financial management partners.
    recommended by Hilary Massee Clark
  • 2. Coinme
    701 5th Ave 3150, Seattle
    Arry Yu - Really friendly and nice guy. They are literally the fastest and easiest way to crypto and Bitcoin on earth. There's nothing faster. And unlike all the other services out there, they can get you into this new alternative asset class from start to finish, in the SAME DAY. The KYL/AML administrative stuff you have to do (all banks by law) - but you can do it AFTERwards so that you can buy when you want to buy.
    daedalus yunderson - They have real people you can call and talk to about Bitcoin and crypto and digital assets. It's not the typical 100% online help provided by other service providers.
  • 1518 6th Ave, Seattle • Downtown
    Piragash - Why pay ATM fees when everything is free?
    Michael Mattmiller - Super easy to use tools, low fees
  • 500 Yale Ave N, Seattle • Downtown
    Ginger Hultin - These guys are so great; I refer to them all the time. They have 3 locations (Seattle, Bellevue, Bellingham), are very responsive, and trustworthy. Their CFPs are excellent.
  • 2448 76th Ave SE UNIT 107, Mercer Island
    Amy Posner Wolff - "Our Family is here for your Family." Family-owned and run S.R.Schill has been helping individuals on Mercer Island and beyond invest for years.
  • Chris Manderino - Jo is the man! He helped me consolidate my investments, lower my fees, incorporate money from my mom that I'm managing into my portfolio. He even offers theater tickets sometimes to my family. I'll use him forever.
  • Lindsay Pedersen - Low-key and smart.
  • 18221 102nd Ave NE, Bothell
    recommended by Adam Broetje
  • Two Union Square, 601 Union St 5200, Seattle
    recommended by Bill Carr
  • 925 4th Ave, Seattle • Downtown
    Genessa - Shoba is very thorough and knowledgable. Works extremely well with women.

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Need help finding the right financial advisor? Ask your friends.
Kelly Crimmins
10 months ago • Seattle
Hi All, We contributed to the WA state GET program and when paying for 1 of my daughter's 1st semester at college, we learned that our contribution...
2 replies
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