Best Financial Advisors in Puyallup

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Puyallup Financial Landscape

Puyallup's economy is driven by retail, healthcare, and agriculture, benefiting from its strategic location near major urban centers. The city has a growing population and a diverse economic base.

Major industries
Retail, Healthcare, Agriculture
Population
38.6K (metro: 1.5M)
Median household income
$76,000
Unique needs
Puyallup requires attention to its agricultural sector and housing market stability.
Market Insights
Economic Growth
According to BEA (2023), Puyallup's economy has seen a 3% growth rate, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median household income in Puyallup is $76,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Puyallup are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Puyallup's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), home prices in Puyallup have increased by 8% year-over-year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Puyallup's business climate is favorable, with low taxes and supportive local government initiatives.

Top 5 Financial Advisors in Puyallup

Investors Portfolio Services - Financial Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: JR Whitaker
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Trey A Wells
★ ★ ★ ★ ★ 5
Wooten Financial LLC
★ ★ ★ ★ ★ 5
Black Bishop Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Puyallup, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Puyallup-Specific Expertise
For Puyallup residents working in Retail, Healthcare, Agriculture, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Puyallup's reliance on retail and agriculture poses economic risks. Housing market volatility and flooding concerns require diversification and careful investment strategies.

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