Connect with Top-Rated Financial Planners in Issaquah!

Seeley & Associates, a financial planning firm in Issaquah, WA, offers integrated tax and retirement planning to help clients mitigate taxes and enhance retirement investments. Our experienced team, led by Debbie Seeley, CPA, CFP, has over 40 years of combined experience in tax preparation and investment advice. We take a holistic approach to ensure your financial decisions align with your goals.

Prism Financial Planning, LLC is a comprehensive financial planning firm that offers unbiased financial advice to individuals with varying degrees of financial knowledge. Our expert financial advisor, Amy Goan, uses the latest technology to provide personalized financial planning services on an hourly basis. We cater to DIY investors who need guidance from an expert, individuals looking for a second opinion, and clients seeking comprehensive financial plans, investment reviews, and retirement planning. Our services are tailored to each client's unique needs, and we only charge for the advice they need, with no conflicts of interest or product sales. With our fiduciary approach, clients can trust that they are getting unbiased and expert advice from a professional they can trust.