The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Kennewick area.
Learn how we score.
Prominent finalists A-Z in Kennewick
Albert A Stadtmueller & Co
Avea Financial Planning
Compton Financial Group
Cornerstone Wealth Strategies
Draggoo Financial Group
Era Capital Management
F Joel Financial
Goetz, Bailey & Yale P.S.
HFG Trust
Henker Financial Partners
Hernandez Financial
Houck Wealth Manangement
Integrity Financial Services
Kim Johnson – KMJ Financial Solutions
Latitude Wealth Management
Legacy Creation Network
Monson Wealth Management
Pernaa Scott E CPA
Petersen Hastings
Piton Wealth – Thrivent Financial
Professional Investment Management Services
Sage Hills Financial
Tailwind Financial Strategies
The Solution People
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Cornerstone Wealth Strategies
(7)
“I am impressed with not only the way I am treated but also with the way they continue to look out for my financial interests when I have other things to worry about.”
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Monson Wealth Management
(1)
“I have come to find in all the years ive lived, out of every pen i have added to my substantially gargantuan pen collection, i recently came in to your wealth manegment center looking for a good pen and i happend to come acrosed your maroon pen with ...”
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Piton Wealth - Thrivent Financial
“Piton Wealth is a part of Thrivent Advisor Network, LLC ("Thrivent"), a Registered Investment Adviser ("RIA"), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintai...”
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HFG Trust
(1)
“Took great care in considering our risk comfort when helping us determine our investment options.”
“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...”
“Era Capital Management LLC is a registered investment advisor in the State of Washington and located in Kennewick, WA. Era Capital Management LLC provides fee-only portfolio management. The adviser may not transact business in states where it is not ...”
“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...”
“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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F Joel Financial
(2)
“They are professional, knowledgeable and caring about your needs.”
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Integrity Financial Services
“One-size fits all policies are best left to vacation bike helmets. At Integrity Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation designed to seek future growth. No matter where you ...”
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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...”
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Houck Wealth Manangement
“Prent Houck is a Financial Advisor with Houck Wealth Management, Inc. in Tri-Cities, Washington offering securities through Cantella & Co., Inc., where he has resided for over 20 years. Prior to working as a Financial Advisor, Prent worked in the Che...”
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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...”
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Hernandez Financial
Retirement Planning, Managing Your Finances, Business Continuity Plan
“In our website, you'll find a wealth of information in the form of newsletter articles, calculators, and more. Jesse Hernandez Jr. ended his eleven year affiliation with Waddell Reed In December of 2010. Jesse formed Hernandez Financial, a registered...”
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Petersen Hastings
“Petersen Hastings began with the belief that the interests of the client always come first. We are an independent, fee-only, fiduciary advisory firm that created the Trusted Financial Path TM, a systematic process that guides committed investors, who...”
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Albert A Stadtmueller & Co
(1)
“He finds every last penny you are entitled to on your taxes.”
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Draggoo Financial Group
(10)
Interest
Planning
Team
“He goes above and beyond in providing answers and clarity on all the financial questions I've had and ensures I have the right information to make informed decisions.”
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Goetz, Bailey & Yale P.S.
(3)
Services For Individuals, Tax Services, Business Services
“If you're not wanting to go thruw the hassle of doing your taxes yourself and want your very own personal account team there is no one I trust more than Goetz, Bailey & Yale.”
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The Solution People
(16)
Investment
Questions
Retirement
“We're happy to have such important assets with someone we can trust to look after them and not have to be concerned if decisions being made are for a company's gain instead of our own.”
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Kim Johnson - KMJ Financial Solutions
(1)
How we Can Help, What to Expect
“Is a good advocate for her clients.”
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Sage Hills Financial
(1)
Education Planning, Asset Allocation and Investment Management, Insurance Review
“He will take as much time as needed to make sure you are comfortable with all your investment strategies!!!”
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Pernaa Scott E CPA
(5)
“Jason and I feel Blessed beyond Measure to have his Guidance and Expertise for our Business.”
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Tailwind Financial Strategies
(2)
“He was great to work with when he was under the thumb of Edward Jones and even better now.”
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Retirement Planning and Investment Management Services in Kennewick, WA Cost Estimates