Kennewick, WA

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Kennewick, WA
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Best Financial Advisors in Kennewick, WA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Kennewick area.

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Katherine Gaumer

Katherine Gaumer

(49)
  • Job
  • Home
  • Communication
“She Lead my wife and I through uncertain interest rate conditions, counseled us when we were unsure about loan/home buying processes, and was by our side as we signed and closed on our house.”
In Business Since 1999
8202 W Quinault Ave STE B, Kennewick, WA
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Piton Wealth

Piton Wealth

(5)
“Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand.”
In Business Since 2017
11257 W Clearwater Ave #110, Kennewick, WA
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Cornerstone Wealth Strategies

Cornerstone Wealth Strategies

(9)
“This is the place to help you plan for your future would highly advise to come visit this wonderful team Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2015
8905 W Gage Blvd #110, Kennewick, WA
Featured

Cornerstone is proud to announce that Matt Riesenweber CFP® has been recognized as one of LPL Financial's top advisors, being named to LPL's Summit Club for 2024. Read our press release below for more information about this accolade!nn#MattRiesenweber #Cornerstone #LPLFinancial #SummitClub #SummitClub2024 #accolade #topadvisors #recognition #tricitieswa #kennewickwa #richlandwa #pascowa...

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HFG Trust

HFG Trust

(7)
  • Meeting
  • Retirement
  • Portfolio
“HFG Trust has been providing me with outstanding financial services for about 20 years now, and has helped to keep me and my wife healthy, happy, and non-stressed about our finances.”
In Business Since 2020
8131 W Grandridge Blvd #201, Kennewick, WA
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Compton Financial Group

Compton Financial Group

Investment Management, Financial Planning, Retirement Planning
“Compton Financial Group, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that...”
Free Initial Consultation
Family Business
In Business Since 2022
602 N Colorado St Ste 130, Kennewick, WA
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A.P. Financial

A.P. Financial

Calculators, Flipbooks, Articles
“The Investment Advisor Representatives (IARs) use the trade name/DBA, A. P. Financial. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA , SIPC , a Registered Investment Adviser. For a current list...”
In Business Since 2001
601 N Young St Ste B, Kennewick, WA
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Era Capital Management

Era Capital Management

Investment Management, Fiduciary Duty, Retirement Planning
“All client accounts are opened at a our preferred custodian Goldman Sachs Custody Solutions , a third-party institutional custodian. All accounts are opened in the client's name, and Era Capital Management acts as the discretionary investment manager...”
In Business Since 2015
84504 Sagebrush Rd, Kennewick, WA
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Professional Investment Management Services

Professional Investment Management Services

Retirement Planning, Estate Planning, Investment Management
“SAP Disclosure: The broker-dealer, investment advisor, salesperson, or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration; and follow-up, individualized r...”
In Business Since 2012
7035 W Clearwater Ave #220, Kennewick, WA
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Noble Wealth Management

Noble Wealth Management

“We all have unique goals and face unique challenges when it comes to our personal finances. It takes a strong plan and a dedicated partner to get from where you are to where you want to be. Noble Wealth Management is a reputable financial planning an...”
In Business Since 2014
3304 S Bent Rd, Kennewick, WA
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Latitude Wealth Management

Latitude Wealth Management

Retirement Planning, Investment Management, Financial Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
Accepts All Major Credit Cards
In Business Since 2018
7117 W Hood Pl Ste 120, Kennewick, WA
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Henker Financial Partners

Henker Financial Partners

“Here at Henker Financial Partners, we understand that as life changes your financial needs, goals, and concerns change as well. That's why we look at Wealth Management as a highly dynamic activity not a static one. No matter where you are on your fin...”
Licensed
In Business Since 2015
1009 N Center Pkwy Ste 200, Kennewick, WA
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Epic Trust Financial Group

Epic Trust Financial Group

(49)
Business Services, Individual Services
“My co-worker/friends ask if Valerie can help explain the benefits of each plan offered so that they have a better understanding as to which plan their families will benefit from the most!”
In Business Since 2010
1305 Fowler St Suit 2C, Richland, WA
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New York Life Insurance

New York Life Insurance

(2)
For Professional Advisors, Products
“She cares about her clients and is very Honest.”
In Business Since 2007
295 Bradley Blvd Ste 200, Richland, WA
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F Joel Financial

F Joel Financial

(2)
“They are professional, knowledgeable and caring about your needs.”
In Business Since 2000
Serving Kennewick Area
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Solvent Financial & Consulting

Solvent Financial & Consulting

(10)
  • Questions
  • Money
“Thank you so much for helping me better understand my taxes this year, and also showing me how to save more money on them -Thank you for walking me through the process and making it a smoother and simpler experience than I have previously been throug...”
In Business Since 2019
1201 Jadwin Ave Suite 201, Richland, WA
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Integrity Financial Services

Integrity Financial Services

“Financial education, meticulous planning, & clear guidance for your family and your future.”
Accepts All Major Credit Cards
In Business Since 2012
Serving Kennewick Area
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Family First Life- Kevin Santillie

Family First Life- Kevin Santillie

“Family First Life works with independent contractor insurance agents and partners with the top carriers in the industry. Get in touch today to learn more about Mortgage Protection, Final Expense, Indexed Universal Life and Fixed Indexed annuities.”
Free Initial Consultation
In Business Since 2013
8900 W Court St, Pasco, WA
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Avea Financial Planning

Avea Financial Planning

“Angela Furubotten-LaRosee, CFP® is with Avea Financial Planning, LLC, and is a fidiciary financial advisor and registered investment advisor firm in the State of Washington. The advisor may not transact business in states where she is not appropriate...”
Transparent Fees & Pricing
In Business Since 2017
Serving Kennewick Area
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Houck Wealth Manangement

Houck Wealth Manangement

“Join the most powerful platform for Financial Advisors to create, manage and archive beautifully tailored websites.”
In Business Since 2016
Serving Kennewick Area
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Legacy Creation Network

Legacy Creation Network

“$ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you'll be invested in a diversified portfolio, based on your objectives, and on your wa...”
In Business Since 2008
Serving Kennewick Area
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Vargas & Associates PS

Vargas & Associates PS

(3)
Industries, Business Services, Tax Services
“This “man” and his father are the two most wretched, swindling creatures you will ever have the displeasure of interacting with (and not ONLY from personal experience).”
Licensed, BBB Rating: A+
Accepts Cash, Debit
In Business Since 2017
Offers Financing Options
212 S 3rd Ave, Walla Walla, WA
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Columbia Basin CPA

Columbia Basin CPA

(2)
“He is very helpful and great at what he does.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2013
Serving Kennewick Area
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Fleenor - Zaro Wealth Management

Fleenor - Zaro Wealth Management

14 Wealth Management Issues
“While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, we seek to understand each ...”
In Business Since 2021
102 W Main St #200, Walla Walla, WA
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White & Company

White & Company

(2)
Business Tax Preparation, Estate, Trust, and Gift Tax Preparation, Accounting, Bookkeeping and Payroll
“My father passed late last year, and Ivan's help to me in completing dad's tax matters has been tremendous”
In Business Since 1996
Serving Kennewick Area
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Retirement Planning and Investment Management Services in Kennewick, WA Cost Estimates

Minimum cost
$1137
Maximum cost
$9664
National Average
$3411
Avg Per Hour Rates
$342
$2274
$6253
Average price range is based on 460 cost profiles
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Average Cost $3411
Minimum cost $1137
Maximum cost $9664
Avg Per Hour Rates $342

Average range $2274 to $6253 is based on 460 cost profiles.

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