Financial Services across the Seattle metro
Inclusive and diverse-owned financial services businesses across the Seattle metro, not just the city itself.
Advisers, planners and insurance agents working with Puget Sound households and small businesses. How someone is paid, fee-only or commission, shapes the advice they give, so ask that before the first meeting. Equity compensation is common in this market and not every adviser handles it well, which is worth asking about directly.
Enhanced
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Sponsor the Financial Services page in Seattle. One Category Sponsor per city, credited on this page and on the Seattle hub.See sponsorship
Where they are across the Seattle metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Seattle
- Andersen Tax Prep, Seattle (town center)
- Angel's Financial Consulting, Seattle (town center)
- Blue Water Wealth, Seattle (town center)
Getting your money in order in Seattle? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Seattle metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Seattle
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
- Oct9FestivalSeattle Latino Film FestivalOctober 9-17, 2026 · Seattle, WA
- Oct31FestivalDia de Muertos Festival SeattleOctober 31 to November 1, 2026 · Seattle, WA
- Oct31FestivalSeattle Catrinas FestivalOctober 31 to November 1, 2026 · Seattle, WA
- NowOn the calendarNational Hispanic Heritage MonthSeptember 15 to October 15
Keep exploring
More across the Seattle metro
Each photo is from a listing in that category.
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
This WeekThis Week: Pride in Atlanta, a Parade in Philly and an Empanada Showdown in Ybor
Five things worth knowing for Oct. 2 to 11: Atlanta Pride, National Coming Out Day in Philadelphia, an empanada contest in Ybor and new listings.
Luke · October 2, 2026
70 Million People, One Label: What "Hispanic" Can and Can't Tell Us
Read more
The Menu Is a User Interface
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Maybe "Authentic" Is a Terrible Word
Read moreFinancial Services in Seattle: questions people ask
How many financial professionals are listed across the Seattle metro?
Three right now, in Seattle. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.