Spokane Valley, WA

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Best Financial Advisors in Spokane Valley, WA

The highest-rated Financial Planning & Wealth Management firms out of 372 vetted & reviewed in the Spokane Valley area.

Jordan Hatfield

Jordan Hatfield

(10)
“I work in a field entirely unrelated to finances, so I greatly appreciate Jeff's responsiveness, patience with my questions, and diligence in the services he provides.”
Accepts All Major Credit Cards
In Business Since 1983
312 N Mullan Rd, Spokane Valley, WA
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Pointguard Financial

Pointguard Financial

(2)
“An absolutely incredible firm to work with all the way around!”
Licensed, BBB Rating: A+
Average Price Tag
In Business Since 2013
Free Initial Consultation
420 N Evergreen Rd #100, Spokane Valley, WA
i
Independent Wealth Connections

Independent Wealth Connections

(6)
“His advice has been wonderful and I credit our secure retirement in large part to his financial advise.”
In Business Since 2009
2610 N Pines Rd, Spokane Valley, WA
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Intermountain Leasing

Intermountain Leasing

(1)
“Nice good place to do Business”
Family Business
In Business Since 2001
11404 E Sprague Ave, Spokane Valley, WA
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Corey Ross

Corey Ross

(1)
“We are so grateful for the time he took to help us understand what he does, what we can and need to do and, best of all, made it so we feel confident in the financial choices we are making.”
In Business Since 1992
300 N Argonne Rd, Spokane Valley, WA
i
Loran Graham Co.

Loran Graham Co.

(2)
LPL Financial, Biblically Wise Planning, Technology
“They show that they actually care about you, and what you want!”
In Business Since 2011
601 W Main Ave #1015, Spokane, WA
i
Quantum Financial Planning

Quantum Financial Planning

(14)
  • Retirement
  • Investment
“Quantum has helped me manage my portfolio for a few years now and has helped me both invest outside of work and has helped me pick the best ways to utilize my employer provided retirement plans.”
CFP Certified
Accepts All Major Credit Cards
In Business Since 1983
1212 N Washington St Suite 220, Spokane, WA
i
Lee Financial Services

Lee Financial Services

(11)
  • Taxes
“Also used Larry for life insurance and retirement planning, which has proved very instrumental in my current retirement.”
Accepts All Major Credit Cards
In Business Since 1985
3918 S Rebecca Ln, Spokane, WA
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Selkirk Wealth Advisors

Selkirk Wealth Advisors

(2)
“Yes he knows his stuff as any financial advisor should, but he is a stand out because he genuinely cares about the well being of people and their families and it's apparent just after five minutes of meeting with him.”
Licensed, BBB Rating: A+
In Business Since 2017
203 N Washington St Suite 203, Spokane, WA
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Nike Asset Management

Nike Asset Management

(19)
  • Assets
“Far from financially planning to help save my money, but more along the lines of maxing out my credit card and getting arrested after trying to get into Star Bar.”
1002 E Desmet Ave, Spokane, WA
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Drynan Strategic Financial Sol

Drynan Strategic Financial Sol

(1)
Services, Advanced Planning, Products
“Tom and his staff have been taking care of my family for generations.”
• CA Insurance Lic. #: 0C00388
Accepts All Major Credit Cards
In Business Since 2003
7307 N Division St # 315, Spokane, WA
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Demars Financial Group

Demars Financial Group

(1)
Brittany Briggs, Laura Carlson, Start Here start Herefrequently Asked Questionsour Servicesfinancial Planningestate Planninginsurancephilanthropyaccounting & Tax
“Best, most honest financial planners in Spokane.”
Accepts All Major Credit Cards
Above Average Price Tag
In Business Since 1949
Lilac Flag, 104 S Freya St Building, Suite 218, Spokane, WA
i
Longbow Financial Services

Longbow Financial Services

(1)
Team
“I have been a client of Longbow Financial Services for over a year now and I trust them to make the best decisions with my investments.”
In Business Since 2013
818 W Riverside Ave #200, Spokane, WA
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Stewardship Concepts

Stewardship Concepts

(9)
Asset Management, Links, Financial Planning
“Whether it was helping us come up with a financial plan custom fit to our circumstance or answering everyday financial questions the team is always there for us and is always incredibly helpful.”
In Business Since 2010
7307 N Division St Suite 205, Spokane, WA
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Riverview Wealth Strategies

Riverview Wealth Strategies

(2)
“Amazing team of well educated investors who are willing to go above and beyond to help you!”
In Business Since 2019
201 W North River Dr STE 500, Spokane, WA
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Vickerman Investment Advisors

Vickerman Investment Advisors

(1)
“They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years.”
108 N Washington St Suite 603, Spokane, WA
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Financial Forum

Financial Forum

(1)
“Regardless of my financial needs, the entire staff has been there.”
In Business Since 2019
501 N Riverpoint Blvd #104, Spokane, WA
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Premier Partners Wealth Management

Premier Partners Wealth Management

(1)
“Highly recommend Fred and Stacer”
Below Average Price Tag
In Business Since 2014
818 W Riverside Ave #425, Spokane, WA
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Retirement Planning and Investment Management Services Estimated Cost in Spokane Valley, WA 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 167 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Average range $2060 to $5665 is based on 167 cost profiles.

Why these companies made our list

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