3 Best Financial Services in Bellevue, WA

Expert-recommended Top 3 Financial Services in Bellevue, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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ALTERRA ADVISORS

500 108th Avenue Northeast, Suite 1700,
Bellevue, WA 98004 Directions

Since 2018

Specialty:

Wealth Management Financial Planning Business Strategy and Succession Tax Strategy Insurance Planning Charitable Giving Estate and Legacy Planning

"Alterra Advisors focuses all of its experience and expertise so you have the information, perspective, and clarity you need to make effective decisions and feel secure in your plan. Grant Monson is the CEO of Alterra Advisors. He earned a bachelor’s degree in business and a master’s in economics at Washington State University. He launched his own financial advising practice over a decade ago, an entrepreneurial quest that has become one of the most impactful things in Grant’s life. He loves coordinating the complex financial lives of business owners, bringing a depth of understanding that is rooted in his family’s own experience. Alterra Advisors will sit down and learn about your life, your financial needs, and what you’re looking for.

2026 Highlights: Alterra Advisors offers a 90-minute discovery conversation to understand your goals and get a clear picture to focus on to improve clients' financial lives."

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License #604281746

Price:

The Alterra Assessment Flat Fee $3,500
Annual Fee 1.00% For The First $1,000,000
Annual Fee 0.75% For The Next $1,000,000
Annual Fee 0.50% For The Next $1,000,000
Annual Fee 0.25% For Assets
From $3,000,000
Upto $20,000,000

Contact:

(425) 749-3300

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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TRUEWEALTH FINANCIAL PARTNERS

11400 Southeast 8th Street, Suite 225,
Bellevue, WA 98004 Directions

Since 2021

Specialty:

Retirement Planning Investment Planning Tax Planning Estate Planning Protection Planning Financial Position Planning

2026 Highlights: TrueWealth Financial Partners helps clients to face the uncertain world ahead with a personal financial coach on their side, every step along the way, so they don’t have to go at it alone. Glenn M. Rossman and Patrick B. Severson are the co-founders of TrueWealth Financial Partners. They offer a fun and educational approach to clients that takes the financial jargon and stress out of financial planning. TrueWealth Financial Partners offers a free Intro Call session to develop a personalized strategy that fits clients lifestyle and goals.

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License CRD #316079

Price:

Financial Planning Hourly Fee
From $150
Upto $350
Financial Planning Fixed Fee
From $1,000
Upto $4,000

Contact:

(425) 615-7360

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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E.A. BUCK FINANCIAL SERVICES

11120 Northeast 2nd Street, Suite 120,
Bellevue, WA 98004 Directions

Since 1980

Specialty:

Financial Planning Retirement Planning Wealth Management Tax Planning Social Security Estate Planning Life Insurance Employer Retirement Plans

"E.A. Buck Financial Services' team of trusted advisors implements your custom plan and answers any of your questions along the way. Katie Buck serves as CEO and Principal of E.A. Buck Financial Services. As CEO, Katie oversees all services, operations, growth strategies, and personnel across the country. E.A. Buck Financial Services creates a detailed tax-efficient financial plan focused on you. They meet with you regularly to help ensure your financial plan is still working for you and your goals. They spend time getting to know you and your family's needs and goals. For more information about any of their products and services, schedule a meeting today or register to attend a webinar.

2026 Highlights: E.A. Buck Financial Services offers live workshops and events to learn more about retirement income strategies, wealth management, and more."

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License CRD# 322138

Price:

Financial Planning Fee Per Hour $400
Retirement Plan Service Flat Fees
From $2,500
Upto $50,000

Contact:

(425) 646-9266 (888) 210-6567

Mon-Thu: 8am - 7pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report: