Top Financial Advisors In Lake Stevens, WA

SOUND FINANCIAL, LLC is a highly reputable financial advisory firm that has been in business for over 15 years. With over $500 million assets under management, the company boasts a team of 10 skilled financial advisors who work closely with clients to create personalized financial plans. They offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and insurance planning. Their clients include both individuals and businesses from various backgrounds and income levels. The fees and compensation structure at SOUND FINANCIAL, LLC are transparent and fair, with annual fees based on a percentage of assets under management. Their team of financial experts has decades of combined experience and operates with a fiduciary standard, always putting their clients' best interests first. The company undergoes regular compliance checks to ensure they uphold the highest ethical standards in their industry.