Best Financial Advisors in Coeur D'Alene, ID

The highest-rated Financial Planning & Wealth Management firms out of 246 vetted & reviewed in the Coeur D'Alene area.

Coeur d'Alene Accounting

Coeur d'Alene Accounting

(29)
  • Team
  • Company
  • Payroll Tax
“Another local firm in town (which I will not mention their name) treated my pregnant wife like an idiot when she didn't know details of my P&L off the top of her head – none the less I pulled the plug that day.”
Licensed, BBB Rating: A+
Coupons & Offers
In Business Since 1986
610 Hubbard Ave #201, Coeur d'Alene, ID
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Financial Strategies

Financial Strategies

(1)
“Tim helped me with my finances for 27 years,including 16 years helping me run a successful small business.”
Licensed, BBB Rating: A+
In Business Since 2001
1250 W Ironwood Dr # 320, Coeur d'Alene, ID
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Van Zandt Financial

Van Zandt Financial

(3)
Tax Preparation, Bookkeeping, Financial Planning
“If you're looking for professional and caring financial expertise, this is the place!”
Licensed, BBB Rating: A+
In Business Since 2013
Serving Coeur D'Alene Area
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Magnuson McHugh & Company P.A.

Magnuson McHugh & Company P.A.

(2)
Business, Industries, Individual
“I have been using this company for over 15 years, for my small business.”
In Business Since 1997
2100 Northwest Blvd, Coeur d'Alene, ID
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Pinkerton Retirement Specialists

Pinkerton Retirement Specialists

(2)
Corporate Retirement Plans, Client Requirements, Foundations & Charities
“Idaho's best at what they do, simply put.”
Accepts All Major Credit Cards
In Business Since 1998
2000 W John Lp, Coeur d'Alene, ID
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Hadley Sentinel Financial Management

Hadley Sentinel Financial Management

(1)
D.A. Davidson Client Access Login, Tell A Friend, D.A. Davidson Companies--Who WE ARE
“I Highly recommend this office to anyone wanting to give their financial plan a boost or give it a good check up- they will take care of you!!”
Offers Financing Options
In Business Since 2015
Serving Coeur D'Alene Area
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Shannon Clark - Financial Coach

Shannon Clark - Financial Coach

(5)
“So, if you are thinking about contacting a financial coach or are in need of one to help point you in the right financial direction, I recommend signing up for a free consultation with Shannon, you will not be disappointed.”
Transparent Fees & Pricing
In Business Since 2012
Serving Coeur D'Alene Area
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Mountain Financial

Mountain Financial

(3)
“We are very happy that we decided to go with Mountain Financial and will gladly recommend them to anyone!”
In Business Since 2022
409 Coeur D Alene Ave C, Coeur d'Alene, ID
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Legacy Global Financial Group

Legacy Global Financial Group

(2)
“Had my taxes done here for years, they've always outdone Turbo Tax and found deductions where Turbo Tax misses, and sometimes can't (in complicated situations such as moving between states).”
In Business Since 2014
Serving Coeur D'Alene Area
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Gateway Financial Partners

Gateway Financial Partners

(1)
“I highly recommend Ron Denova for any financial investing needed.”
In Business Since 2011
Serving Coeur D'Alene Area
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White Pine Wealth

White Pine Wealth

(1)
Retirement Planning, Life Changes, Chartered Financial Analyst (Cfa)
“She went out of her way to track down an old IRA account I had.”
Locally Owned & Operated
In Business Since 2011
Serving Coeur D'Alene Area
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Emerge Financial Coaching

Emerge Financial Coaching

(1)
“Very grateful for Laura's services and highly recommend to anyone needing support, direction, and accountability surrounding your financial health & well-being.”
Free Initial Consultation
In Business Since 2020
Serving Coeur D'Alene Area
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Mutual of Omaha Reverse Mortgage

Mutual of Omaha Reverse Mortgage

(2)
“My wife and I recently purchased a home in Post Falls using a HECM/Reverse Mortgage with the assistance and guidance of Larry Waters and his team at Resolute Bank in Hayden, Id.”
In Business Since 2018
Serving Coeur D'Alene Area
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Retirement Planning and Investment Management Services in Coeur D'Alene, ID Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 379 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 379 cost profiles.

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