Financial professionals in Seattle, WA
Seattle’s tech-driven wealth and equity-compensation complexity make specialized financial advisors and CPAs especially valuable in the metro.
Serving Downtown, Bellevue, Capitol Hill and more
Compare Seattle financial pros by service
Financial Advisors in Seattle
Independent, fee-transparent financial advisors near you — compared on credentials, fee model, and verified client reviews.
Compare →Wealth Management in Seattle
Wealth managers for high-net-worth planning — investments, tax, estate, and legacy strategy under one roof.
Compare →CPAs & Accountants in Seattle
Licensed CPAs and accountants for tax strategy, audits, and business books — vetted on licensing and specialty.
Compare →Tax Preparation in Seattle
Tax preparers and enrolled agents near you — compared on credentials, IRS standing, and turnaround.
Compare →Mortgage Brokers in Seattle
NMLS-licensed mortgage brokers who shop multiple lenders for your best rate — compared on lender network and fees.
Compare →Insurance Agents in Seattle
Licensed insurance agents for life, home, auto, and business coverage — independent vs. captive, compared.
Compare →Estate Planning in Seattle
Estate planning attorneys for wills, trusts, and powers of attorney — vetted on bar standing and specialty.
Compare →Bookkeeping in Seattle
Bookkeepers and bookkeeping services for small business — compared on software, scope, and monthly pricing.
Compare →Sample listings
Featured professionals in Seattle
Featured
PEMCO Mutual Insurance Co.★★★★☆ 4.2 on Google (2506)
Insurance Agents · Seattle, WA
State-licensed
View profile →State-licensed
Featured
Sammamish Mortgage★★★★★ 4.9 on Google (557)
Mortgage Brokers · Seattle, WA
NMLS-licensed
View profile →NMLS-licensed
Kyle Bergquist Mortgage Team at Cross Country Mortgage
★★★★★ 5.0 on Google (380)
Mortgage Brokers · Seattle, WA
NMLS-licensed
View profile →NMLS-licensed
Julie Johnson, Johnson Team | CrossCountry Mortgage Seattle
★★★★★ 5.0 on Google (366)
Mortgage Brokers · Seattle, WA
NMLS-licensed
View profile →NMLS-licensed
Vern Fonk Insurance
★★★★★ 4.9 on Google (352)
Insurance Agents · Seattle, WA
State-licensed
View profile →State-licensed
Mortgage Reel – Keith Akada
★★★★★ 5.0 on Google (333)
Mortgage Brokers · Seattle, WA
NMLS-licensed
View profile →NMLS-licensed
Trucordia-Seattle (formerly Secord Insurance)
★★★★★ 4.8 on Google (304)
Insurance Agents · Seattle, WA
State-licensed
View profile →State-licensed
Featured
CMS Law Firm LLC★★★★★ 4.9 on Google (236)
Estate Planning · Seattle, WA
JD, estate attorney
View profile →JD, estate attorney
Finding financial help in Seattle
How do I find a trusted financial professional in Seattle?
Start by deciding which service you need — a financial advisor, CPA, tax preparer, mortgage broker, or insurance agent. On The Finance Reviews you can compare Seattle professionals by credentials, fee model, and verified reviews, then visit their site or call directly.
Are the Seattle listings free to browse?
Yes — browsing and comparing is always free. The Finance Reviews is an independent directory, not a lead broker.
What areas around Seattle are covered?
Listings span Seattle and nearby areas including Downtown, Bellevue, Capitol Hill, Ballard and Redmond.
Serving clients in Seattle?
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