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Kimpton & Co Cpas
Business Services, Services For Quickbooks, Industries
“Kevin and his staff work hard to make sure your personal or business taxes are done right!”
Best Financial Advisors in Post Falls, ID
The highest-rated Financial Planning & Wealth Management companies out of 188 vetted & reviewed in the Post Falls area.
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Integrity Wealth Management
Information Request
“Had an awesome experience with Brian.”
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Altmeyer Financial Group
- 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.”
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Compass Financial By Altmeyer
“I've had a few and couldn't mention someone better.”
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Patricia Elzey - Raymond James
Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
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Ten Capital
“Whether it is Rachael meeting us at the door and offering to get us anything, walking through to the meeting room and having numerous staff and advisors say hello, or the teaching experiences we learn about our retirement dollars.”
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Wealth Management Strategies
“We are independent business owners and professional advisors who answer to our clients' needs, not to the demands of a "sales manager" or parent company that manufactures insurance or investment products. You deserve a financial professional who exce...”
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Columbia Advisory Partners
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
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Coeur d'Alene Accounting
- Startup
- Accountant
- Communication
“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.”
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Five Pine Wealth Management
Fiduciary Financial Planning, Tax Planning, Virtual Advisor
“They are extremely responsive and Ben and Jeremy always have time for you and will spend whatever time is necessary for you to understand what is best for your portfolio.”
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Van Zandt Financial
Tax Preparation, Financial Planning
“Always listening for what works in our changing situation.”
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Pointguard Financial
“Jayme Coonts is a Rockstar and has a great way of explaining your best moves in Layman's Terms.”
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Mountain Financial
- Understand
- Team
- Educating
“Josh rolled out the red carpet and walked me A-Z through is complete financial planning process including personal finance, insurance, tax strategies, and investment planning.”
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Secured Investment Corp
- Real Estate
- Loans
“The echo system around all investment opportunities is impressive & Heather Dreves' consistent and responsive communication style makes working with her team a pleasure.”
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Financial Strategies
“Tim helped me with my finances for 27 years,including 16 years helping me run a successful small business.”
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Abraham & Co.
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.”
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Independent Wealth Connections
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.”
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Pinkerton Retirement Specialists
Corporate Retirement Plans, Client Requirements, Market Update
“Pinkerton Retirement Specialist does an outstanding job and really cares about their clients.”
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McCampbell Insurance
Annuities, Life Insurance, Retirement
“Anyone seeking financial advice will have full understanding of their options as Kim takes the time to present and educate his clients about investment options, answer questions or concerns in a warm and approachable manner.”
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Intermountain Leasing
“Nice good place to do Business”
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Schrette & Lee Wealth Management
Brokerage Sales Versus Investment Advice, Managing Your Money, Becoming A Client
“Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retire...”
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Abbey Tax
Business Tax Returns, Bookkeeping, Payroll Services
“Always a great time when we visit and does a great job doing everything thoroughly and professionally.”
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Schrack Financial Services
“Jim has spent the last 27 years accumulating an expertise in all of the areas that impact his clients both to and through retirement. Including Social Security, Medicare and Long-Term Care issues, as well as sound Investment strategies that include ...”
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Shannon Clark - Financial Coach
“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.”
Retirement Planning and Investment Management Services in Post Falls, ID Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on
406 cost profiles
Why these companies made our list
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