3 Best Financial Services in Bellevue, WA

“Alterra Advisors has a mission to provide extremely coordinated financial planning and wealth management, striving to give clients peace of mind as they plan for and meet their financial needs and life's goals. Grant Monson is the CEO of Alterra Advisors. He and his team of experts provide an unparalleled client experience and genuine care about their client's well-being, prioritizing understanding their ideas and emotions. They serve a wide range of clients, including successful entrepreneurs, business owners, retirees, and individuals with significant charitable goals. Their triumph is defined by every client who comes to feel they are not just their trusted advisor but also part of their extended family. Alterra Advisors holds itself accountable to the highest standards, communicates proactively at every step, and confidently collaborates to serve clients' best interests.”

Read more

“Pacific Capital Resource Group, Inc. is a relationship-based and independent financial planner that represents a group of independent financial advisors, wealth managers, and insurance professionals. Kurt D. Jonson is the CEO of the firm. He earned a degree in business school at Washington State University in 1993 with an emphasis on Finance and Accounting and immediately began his career in the financial services industry. He is also certified as a CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S. His team of experts specializes in financial planning, insurance brokerage, wealth management, business planning, and asset protection. They can provide you with a wide range of potential solutions to the complex personal, financial, and business issues you face daily. As an independent firm, its focus has always been creating the ultimate advisor experience. When you step into its office, it wants you to feel a sense of confidence immediately because the minute you walk through its doors, you've taken the first step to living a more successful and enjoyable life.”

Read more

“Atkinson Wealth Strategies focuses on your retirement and investment goals. They founded the company with a belief in prioritizing relationships, trust, and building long-lasting, multi-generational connections with their clients. Tyler Atkinson, CFP, is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in financial and retirement planning and goals-based asset management for individuals, families, and business owners. The teams at Atkinson Wealth Strategies are committed to providing the highest standard of financial planning. With a wide variety of investment options available, they will develop a custom, tax-efficient investment strategy that prioritizes your goals and objectives. With over 6 million investment options, they offer a professional white-glove approach to fee-based asset management. They can build clients who deserve custom portfolios because they are independent of investment banking and insurance companies. Their financial planning through LPL Financial with Atkinson Wealth Strategies pulls all your finances together, organizing them and making management easy and effective.”

Read more