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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.”

i

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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.”

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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”

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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.”

i

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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...”

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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...”

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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...”

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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...”

i

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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...”

i

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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...”

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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...”

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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!”

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New York Life Insurance

(2)

For Professional Advisors, Products

“She cares about her clients and is very Honest.”

i

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F Joel Financial

(2)

“They are professional, knowledgeable and caring about your needs.”

i

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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...”

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Integrity Financial Services

“Financial education, meticulous planning, & clear guidance for your family and your future.”

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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.”

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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...”

i

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Houck Wealth Manangement

“Join the most powerful platform for Financial Advisors to create, manage and archive beautifully tailored websites.”

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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...”

i

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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).”

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Columbia Basin CPA

(2)

“He is very helpful and great at what he does.”

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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 ...”

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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”

i

Average Cost	$3411
Minimum cost	$1137
Maximum cost	$9664
Avg Per Hour Rates	$342

Best Financial Advisors in Kennewick, WA

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

Katherine Gaumer

Piton Wealth

Cornerstone Wealth Strategies

HFG Trust

Compton Financial Group

A.P. Financial

Era Capital Management

Professional Investment Management Services

Noble Wealth Management

Latitude Wealth Management

Henker Financial Partners

Epic Trust Financial Group

New York Life Insurance

F Joel Financial

Solvent Financial & Consulting

Integrity Financial Services

Family First Life- Kevin Santillie

Avea Financial Planning

Houck Wealth Manangement

Legacy Creation Network

Vargas & Associates PS

Columbia Basin CPA

Fleenor - Zaro Wealth Management

White & Company

Retirement Planning and Investment Management Services in Kennewick, WA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Kennewick

Popular in Kennewick