Best Financial Advisors in Bothell, WA

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List of Firms

Bothell, WA Fiduciary Financial Advisors

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Ardent Wealth Advisors, LLC
Location 22722 29th Dr SE #100th, Bothell, WA 98021, USA
Phone (425) 248-3770
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Sound Investment Strategies
Location 22722 29th Dr SE #100th, Bothell, WA 98021, USA
Phone (425) 780-4457
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Edward Jones - Financial Advisor: Scott Newton, CRPS®
5 out of 5
Location 19122 Beardslee Blvd Suite 104, Bothell, WA 98011, USA
Phone (425) 939-5308
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Financial Advisors | U.S. Bancorp Investments
Location 13216 NE 175th St, Woodinville, WA 98072, USA
Phone (425) 485-2899
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The Advisors
Location 19125 N Creek Pkwy S, Bothell, WA 98011, USA
Phone (425) 483-0104
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Intevon Cloud Accounting and Consulting
5 out of 5
Location 2824 204th St SE, Bothell, WA 98012, USA
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Edward Jones - Financial Advisor: Randy D Busch
5 out of 5
Location 1427 228th St SE Ste D-3, Bothell, WA 98021, USA
Phone (425) 415-1533
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Burnell Financial
4 out of 5
Location 19125 N Creek Pkwy S #120, Bothell, WA 98011, USA
Phone (425) 286-7298
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Peter Jensen - Financial Advisor, Ameriprise Financial Services, LLC
Location 22722 29th Dr SE Ste 100, Bothell, WA 98021, USA
Phone (425) 445-7601
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Soundview Financial Group - Ameriprise Financial Services, LLC
Location 19125 N Creek Pkwy S Ste 100, Bothell, WA 98011, USA
Phone (425) 486-9066
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perfect financial
Location 6830 NE Bothell Way, Kenmore, WA 98028, USA
Phone (844) 356-9667
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ACV Financial Consulting
Location 230 239th St SW, Bothell, WA 98021, USA
Phone (425) 354-8962
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Abacus Financial Planning
Location 11335 NE 122nd Way Suite 105, Kirkland, WA 98034, USA
Phone (425) 312-3621
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Sumeet K. Bedi, CPA
5 out of 5
Location 24003 Bothell Everett Hwy, Bothell, WA 98021, USA
Phone (425) 530-1362
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Financial Advisors in Bothell, WA

Where Certified Financial Advisors in Bothell, WA Serve

Bothell, WA is a vibrant city located in King and Snohomish counties. The city is home to a plethora of landmarks that attract visitors from all over the world. One of the most notable landmarks is the University of Washington Bothell, which is a world-renowned research institution that offers cutting-edge academic programs. The city is also home to the Bothell Landing Park, which is a beautiful waterfront park that offers stunning views of the Sammamish River. In terms of top employers, Bothell is home to some of the biggest names in the tech industry, including Microsoft, Amazon, and Google. These companies provide high-paying jobs and contribute significantly to the local economy. Additionally, the city is home to a number of healthcare organizations, including the EvergreenHealth Medical Center and the Seattle Children's Hospital. Bothell is also well-connected to the rest of the region via major highways and streets.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bothell, WA have a variety of options when it comes to banking services. Most commonly, they can visit one of the many local branches of major national banks like Bank of America, Chase, or Wells Fargo. In addition, there are several community banks and credit unions that serve the area, such as BECU and First Financial Northwest Bank. One thing that sets Bothell apart from other cities is its thriving small business community, and many banks in the area offer specialized services for entrepreneurs and small business owners. For example, First Financial Northwest Bank provides business checking accounts with no monthly maintenance fees, while BECU offers small business loans and lines of credit. Whether you're a resident or a business owner, you're sure to find a bank in Bothell that meets your needs.

Insurance Broker

Residents of Bothell, WA can benefit greatly from the services of an insurance broker. With the city's growing population and diverse community, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. For example, an insurance broker can help homeowners in Bothell find the right coverage for their homes, taking into account the risks associated with living in a city that experiences heavy rainfall and occasional flooding. Additionally, an insurance broker can help small business owners in Bothell find the right coverage for their businesses, ensuring that they are protected against liability and other risks. Overall, an insurance broker can be an invaluable resource for residents of Bothell, helping them to protect their assets and achieve peace of mind.

Retirement Planning

Residents of Bothell, WA can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Bothell, WA to create a personalized plan for their retirement years. This includes assessing their current financial situation, identifying their retirement goals, and developing a strategy to achieve those goals. One specific way that a retirement planner can help residents of Bothell, WA is by providing guidance on how to navigate the local real estate market. With Bothell being a growing and popular city, a retirement planner can help residents make informed decisions about buying or selling property, which can have a significant impact on their retirement savings. Overall, a retirement planner can provide invaluable support and guidance to help residents of Bothell, WA achieve a comfortable and secure retirement.

Wealth Management

Residents of Bothell, WA can benefit greatly from the services of a wealth manager. With its growing population and thriving economy, Bothell presents unique financial challenges that require expert guidance. A wealth manager can help residents navigate the complexities of retirement planning, tax strategies, and investment management. For example, with the recent influx of tech companies in the area, a wealth manager can help residents take advantage of stock options and other equity-based compensation packages. Additionally, with the high cost of living in the Seattle area, a wealth manager can assist residents in creating a budget and savings plan that allows them to achieve their financial goals while still enjoying the many amenities that Bothell has to offer.

Mortgage Loan Officer

Residents of Bothell, WA can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist in finding the best mortgage options for those looking to purchase a home in the area. With Bothell's growing population and high demand for housing, a loan officer can help navigate the competitive market and secure a favorable mortgage rate. Additionally, a loan officer can provide guidance on the specific loan programs available in Washington State, such as the Home Advantage Program, which offers down payment assistance for first-time homebuyers. With a mortgage loan officer's help, residents of Bothell can achieve their dream of homeownership and secure a stable future in this vibrant community.

Tax Services

Residents of Bothell, WA can benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations in Washington state, including the specific tax codes and deductions that apply to Bothell. Additionally, a tax advisor can help residents minimize their tax liability by identifying deductions and credits they may be eligible for, such as the state's property tax exemption for seniors or the sales tax exemption for certain businesses. With a tax advisor's guidance, residents can ensure they are making informed financial decisions and maximizing their tax savings, ultimately helping them achieve their financial goals.

Estate Planning Lawyer

Residents of Bothell, WA can benefit greatly from the services of an estate planning lawyer. With the city's growing population and diverse demographics, having a comprehensive estate plan in place can ensure that your assets and wishes are protected in the event of incapacity or death. An estate planning lawyer can help residents of Bothell navigate the complexities of Washington state laws and regulations, including the state's probate process. Additionally, with Bothell's proximity to Seattle and the greater Puget Sound area, an estate planning lawyer can assist with planning for cross-border or out-of-state assets and property. Whether you are a young family just starting out or a retiree looking to secure your legacy, an estate planning lawyer can provide tailored advice and guidance to meet your unique needs.

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