Explore Financial Advisors Serving Redmond, WA

Review the services and client experiences of 2 financial advisors serving Redmond, WA. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Sherwood Investments provides fee-only financial advisory services specializing in retirement planning, investment management, and estate strategies. As fiduciaries, we prioritize client interests through transparent, commission-free advisory services. Our proven six-step process delivers personalized financial solutions for clients across multiple states.
Retirement Planning Investment Management Estate Planning
The Retirement Solution provides comprehensive financial planning services for retirees and pre-retirees, specializing in fiduciary-driven retirement strategies. Our firm focuses on tax optimization, Social Security planning, and inheritance preservation while maintaining transparent communication. We combine educational resources with personalized advisory services to help clients navigate retirement complexities.
Retirement Planning Social Security Optimization Tax Reduction Strategies
10+ years with TRS Responsive staff Stress-free retirement
Bellevue (5.8 mi) Bothell (7.2 mi) Seattle (10.9 mi) Edmonds (15.2 mi) Kirkland (3.9 mi) Issaquah (10.8 mi) Mill Creek (13.4 mi) Lynnwood (13.6 mi) Bainbridge Island (18.9 mi)