Spokane Valley, WA

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Spokane Valley, WA
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Best Financial Advisors in Spokane Valley, WA

The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Spokane Valley area.

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Demars Financial Group

Demars Financial Group

(26)
Get Your Free Assessment™, Laura Carlson, David Demars
“Working with Taylor for many years now, we have been impressed with his knowledge, thoroughness, patience, and desire to learn about our financial goals and earnestly get to know us!”
Accepts All Major Credit Cards
In Business Since 1955
420 N Evergreen Rd Building B, Suite 300, Spokane Valley, WA
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Quantum Financial Planning

Quantum Financial Planning

(16)
  • Questions
  • Team
  • Manage
“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
Coupons & Offers
In Business Since 1987
1212 N Washington St #220, Spokane, WA
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Pointguard Financial

Pointguard Financial

(3)
“Jayme Coonts is a Rockstar and has a great way of explaining your best moves in Layman's Terms.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2016
13102 E Mission Ave, Spokane Valley, 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 2018
203 N Washington St Suite 203, Spokane, WA
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Jordan Hatfield

Jordan Hatfield

(13)
  • Team
  • Finances
  • Pay
“I highly recommend these guys if you ever find yourself in need of some assistance with tax preparation, accounting, or in need of some consulting for your business or personal finances.”
Accepts All Major Credit Cards
In Business Since 1985
312 N Mullan Rd, Spokane Valley, WA
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Abraham & Co.

Abraham & Co.

(13)
Investments, Financial Planning
“I have been with other firms, and they pretty much decided what was going to happen with my money or have obscure rules in place that make it difficult to reach my investment goals.”
In Business Since 2012
Orange Flag BLDG, 104 S Freya St Suite 215A, Spokane, WA
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Independent Wealth Connections

Independent Wealth Connections

(7)
Tax Returns, Wills and Trusts, Student Loans
“I was extremely impressed with how they handled everything and will recommend them to others, in an industry with so few good advisors I was pleased to have found Don and his great team.”
In Business Since 2009
2610 N Pines Rd, Spokane Valley, WA
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Stewardship Concepts

Stewardship Concepts

(15)
Investment Management, Business Owners, Blog
“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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Albert A Stadtmueller & Co

Albert A Stadtmueller & Co

(1)
“He finds every last penny you are entitled to on your taxes.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2015
5915 S Regal Rd # 206, Spokane, WA
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Johnson & Associates Cpas

Johnson & Associates Cpas

(3)
“Was assisted by Josh and I found him quite helpful and knowledgeable.”
Transparent Fees & Pricing
In Business Since 1998
101 W Cataldo Ave #220, Spokane, WA
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Omlin, Gunning & Associates

Omlin, Gunning & Associates

(3)
Accounting Services, Tax Services
“They have gone above and beyond to help us sort out any financial issues that we have had.”
In Business Since 1997
9515 N Division St #200, Spokane, WA
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Secure High Ground

Secure High Ground

(2)
Retirement Savings, Estate Preservation, Senior Medical Insurance
“Most of all, he listened to our needs and walked us through the learning curve to obtain the best medical and dental supplements, etc.”
In Business Since 2019
320 W Spofford Ave, Spokane, WA
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Vision Casting Financial Planning

Vision Casting Financial Planning

(2)
“Our nonprofit organization (Feast Collective / Feast World Kitchen) has relied on Kurt's excellent financial planning as we have set up an investment portfolio to support the long-term sustainability of our work.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2021
1124 W Riverside Ave Ste 305, Spokane, WA
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Loran Graham Co.

Loran Graham Co.

(2)
Faith Based Investing, LPL By the Numbers, Video
“They show that they actually care about you, and what you want!”
CFP Certified
In Business Since 2011
621 W Mallon Ave STE 505, Spokane, WA
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Altmeyer Financial Group

Altmeyer Financial Group

(5)
  • Diversification
  • Retirement
“What makes them stand out is their focus on each individual's needs when it comes to building and diversifying investments and strategizing retirement plans.”
In Business Since 2017
The Davenport Tower, 111 S Post St Suite 2240, Spokane, 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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Moulton Wealth Management

Moulton Wealth Management

(1)
Financial Planning, Insurance Services,   Financial Calculators
“My husband Ross and I would like to thank Moulton Wealth Management for obtaining a long- term care insurance policy for Ross's mother.”
In Business Since 2012
420 N Evergreen Rd Suite #100, Spokane Valley, WA
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Drynan Strategic Financial Sol

Drynan Strategic Financial Sol

(1)
Advanced Planning Resources, Products
“Tom and his staff have been taking care of my family for generations.”
Licensed
In Business Since 2002
7307 N Division St # 315, Spokane, WA
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Integrity Wealth Management

Integrity Wealth Management

(1)
Information Request
“Had an awesome experience with Brian.”
In Business Since 2009
202 E Spokane Falls Blvd # 200, Spokane, WA
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Grady Financial Network

Grady Financial Network

Money Management, Enjoy Life, Investments
“There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. Af...”
In Business Since 2012
609 N Argonne Rd # A, Spokane Valley, WA
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Lee Financial Services

Lee Financial Services

(13)
Investments, Financial Planning
“His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances.”
3918 S Rebecca Ln, Spokane, WA
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Corey Ross

Corey Ross

(2)
“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 1996
920 N Argonne Rd Suite 204, Spokane Valley, WA
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Twenty Twenty Investment Advisors

Twenty Twenty Investment Advisors

(1)
“He's knowledgeable and has helped my husband and I for several years now with our investments.”
In Business Since 2016
5407 S Lloyd St, Spokane, WA
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Forster Financial

Forster Financial

(1)
“You will be hard pressed to find better financial planners.”
In Business Since 2007
221 W Main Ave # 100, Spokane, WA
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Retirement Planning and Investment Management Services in Spokane Valley, WA Cost Estimates

Minimum cost
$1164
Maximum cost
$9894
National Average
$3492
Avg Per Hour Rates
$350
$2328
$6402
Average price range is based on 464 cost profiles
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Average Cost $3492
Minimum cost $1164
Maximum cost $9894
Avg Per Hour Rates $350

Average range $2328 to $6402 is based on 464 cost profiles.

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