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BEST RATED SEATTLE, WA FINANCIAL SERVICES

3 Best Financial Services in Seattle, WA

Expert-recommended Top 3 Financial Services in Seattle, 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!

Creative Money LLC - Seattle, WA Financial Services - Company Logo
4+ YEARS IN TBR
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CREATIVE MONEY LLC

(4.7 Score)
1201 3rd Avenue, Suite 2200,
Seattle, WA 98101 Directions

Since 2009

Specialty:

✓ Cash Flow ✓ Real Estate Planning ✓ Goal Planning and Retirement Planning ✓ Tax Planning ✓ Investment and Risk Management ✓ Savings Coordination and Business Strategy

“Creative Money LLC serves as an independent, fee-only financial planning and financial advisory firm. They help clients schedule a no-obligation consultation call, during which one of their planners discusses logistics. Depending on the complexity of the case, they charge a flat fee for a 12-month package. They have a team of highly trained professionals with high ethical and professional standards. They support clients through the emotional rollercoaster of making tough decisions about their money. Their team consists of highly skilled professionals who uphold exemplary ethical and professional standards. They take pride in matching clients with the perfect financial advisor, ensuring a strong and suitable partnership.”

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License CRD #284357

Price:

Basic Single Person Strategy Session $2,300
Basic Couple's Strategy Session $2,800
Established Single Person Strategy Session $2,700
Established Couple's (No Kids) Strategy Session $3,200
Family Strategy Session $3,600
Pre-Retirement Single $3,000
Pre-Retirement Couple $3,600
Retirement Single Strategy Session $3,200
Retirement Couple Strategy Session $3,700

Contact:

(541) 604-2738

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

TBR® Inspection Report:

Brighton Jones - Seattle, WA Financial Services - Office Exterior Image
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BRIGHTON JONES

(4.7 Score)
2030 1st Avenue, 3rd Floor,
Seattle, WA 98121 Directions

Since 2000

Specialty:

✓ Proactive Tax Planning ✓ Real Estate ✓ Estate Planning ✓ Navigating Divorce ✓ Retirement Planning ✓ Education Planning

“Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. Their in-house experts collaborate across your balance sheet, all of your assets, and liabilities to build and implement a holistic plan. Brighton Jones calls it the Personal CFO approach to wealth management. They meet the highest standards of financial rigor for advisement, and then they go a step further. Their approach considers more than your wealth. Its about helping you thrive. Brighton Jones portfolios are customized for each client, and their process is grounded in Nobel Prize-winning research in both traditional and behavioral finance.”

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License CRD #108601

Price:

Financial Wellness Consulting Fees Per Hour
From $150
Upto $300

Contact:

(206) 258-5000

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

TBR® Inspection Report:

First Pacific Financial - Seattle, WA Financial Services - Portrait
First Pacific Financial - Seattle, WA Financial Services - Company Logo
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FIRST PACIFIC FINANCIAL

(4.6 Score)
1730 N Northlake Way, Suite 3301,
Seattle, WA 98103 Directions

Since 1984

Specialty:

✓ Business Planning ✓ Cash Flow Forecasting ✓ Trust and Estate Planning ✓ Financial Reporting ✓ Consumer and Student Debt Planning ✓ Investment Consulting ✓ Insurance Planning ✓ Retirement Planning ✓ Risk Management ✓ Financial Planning ✓ Charitable Giving ✓ Distribution Planning ✓ Tax Planning

“2026 Update: First Pacific Financial helps clients align their finances with the dreams that guide their lives by using unique total wealth management approach. They believe that when values align with finances, you gain the ability to take charge of your life and invent a better world in which you want to live. Adam Wishard is the Co-Chief Investment Officer and Advisor of First Pacific Financial, and he plays a crucial role in the firm. Whether you're building wealth, preparing for retirement, or navigating a major financial transition, First Pacific Financial's advisors help you. They also provide practical insights on retirement planning, investment strategy, tax efficiency, estate planning, and more.”

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License CRD #284736

Price:

Financial Planning and Consulting Services per Hour $500

Contact:

(206) 324-1950

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

TBR® Inspection Report:

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CREATIVE MONEY LLC REVIEWS

we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insightful. we feel better prepared to tackle our finances thanks to sam. we will (and have already!) recommended her and the creative money team to our friends.

Super great and smooth process, and the initial financial review with Sam was extremely thorough, answered all questions we had and pointed out several things we can do better with our finances we had on our radar. It was super helpful for us to find out where our budget is, and what this means for our long term financial situation. And, funny enough, we even later bought the very house Sam pointed out as an example for whats in our bugdet! Sometimes, things just are meant to be.

Joann was excellent at breaking down our financial state and goals and giving us comprehensive tools to use into the future. We highly recommend Creative Money.

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BRIGHTON JONES REVIEWS

We came to Brighton Jones after our much-valued representative (as well as our portfolio manager!) left Schwab. At the time, Schwab employees had been required to refrain from telling their clients where they were going if they left the company. After diligent searching, a friend found our representative at Brighton Jones. We followed him there. B-J has a well organized system, keeping us well informed and meeting with us regularly. Although we rarely saw our original representative (he moved up the ladder at the nearby B-J HQ in Seattle), the company has maintained its continuity and values. And performance, It regularly exceeds our expectations.

My wife and I have been Brighton Jones clients for a little over three years and we have been very happy, and we've referred many friends to Brighton Jones as well. As a CPA, my wife sees the performance of her client's financial advisors, and Brighton Jones is the ONLY advisory firm she praises and recommends.

I'm very impressed with the Brighton Jones team their responsiveness and financial knowledge.

FIRST PACIFIC FINANCIAL REVIEWS

I have had First Pacific Financial as my advisor for a number of years. They have been great, respecting and investing based on my risk level, keeping me informed and involved in the management of my funds. I would recommend them to my family and friends.

Absolutely recommend this firm - they have advised both myself and others in my family for a number of years and we’re very happy with the guidance provided. Look forward to continuing on as clients for the long term.

Ryan and his entire team are stellar. They work diligently to manage our portfolio in a way that minimizes risk and increases value. They carefully evaluate all options. We couldn't be happier with their guidance.

TBR® Inspection Score Report

CREATIVE MONEY LLC Total Inspection Points: 113/120
Acknowledgments: 8
Business Images: 8
Complete Info: 9
Current Evaluation: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

BRIGHTON JONES Total Inspection Points: 112/120
Acknowledgments: 8
Business Images: 8
Reviews Study: 8
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
License: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FIRST PACIFIC FINANCIAL Total Inspection Points: 111/120
Acknowledgments: 8
Review Analysis: 8
Reviews Study: 8
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Reviews Accuracy of : 10