Find 4 Recommended Local Financial Advisors in Seattle, WA

Smead Funds is a registered investment adviser specializing in value investing strategies for global clients. The firm manages mutual funds and separate accounts focused on undervalued large-cap companies, emphasizing long-term growth through rigorous fundamental analysis and a disciplined approach to stock selection.

Progressive Investment MGMT is a certified B Corp specializing in ESG (Environmental, Social, and Governance) investing since 1982. We help clients align their investments with their values through customized equity, fixed income, and community investing strategies. Our nationwide services focus on creating positive social and environmental impact alongside financial returns.

National Service Bureau specializes in subrogation and debt collection services, helping businesses recover revenue while maintaining compliance and customer relationships. Since 1986, we have provided tailored recovery solutions across industries like healthcare, commercial finance, and logistics. Our technology-driven approach ensures efficient, ethical collections with 24/7 client portal access for transparency.

American Financial Solutions is a national nonprofit credit counseling agency offering debt management plans, financial education, and personalized credit counseling. Since 1999, we have helped clients eliminate debt through lower interest rates, consolidated payments, and expert guidance from certified counselors.