Spokane Valley, WA

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Spokane Valley, WA
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Best Financial Advisors in Spokane Valley, WA

The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Spokane Valley area.

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Quantum Financial Planning

Quantum Financial Planning

(16)
  • Team
  • Manage
  • Retirement
“Quantum has helped me manage my portfolio for a few years now and has helped me both invest outside of work and has helped me pick the best ways to utilize my employer provided retirement plans.”
CFP Certified
Accepts All Major Credit Cards
In Business Since 1984
1212 N Washington St #220, Spokane, WA
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Pointguard Financial

Pointguard Financial

(3)
“Jayme Coonts is a Rockstar and has a great way of explaining your best moves in Layman's Terms.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2017
13102 E Mission Ave, Spokane Valley, WA
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Selkirk Wealth Advisors

Selkirk Wealth Advisors

(2)
“Yes he knows his stuff as any financial advisor should, but he is a stand out because he genuinely cares about the well being of people and their families and it's apparent just after five minutes of meeting with him.”
Licensed, BBB Rating: A+
In Business Since 2019
203 N Washington St Suite 203, Spokane, WA
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Abraham & Co.

Abraham & Co.

(13)
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.”
In Business Since 2012
16201 E Indiana Ave Suite 2750, Spokane Valley, WA
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Jordan Hatfield

Jordan Hatfield

(13)
  • Integrity
“I highly recommend these guys if you ever find yourself in need of some assistance with tax preparation, accounting, or in need of some consulting for your business or personal finances.”
Accepts All Major Credit Cards
In Business Since 1982
312 N Mullan Rd, Spokane Valley, WA
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Demars Financial Group

Demars Financial Group

(6)
Get Your Free Assessment™, Laura Carlson, David Demars
“Working with Taylor for many years now, we have been impressed with his knowledge, thoroughness, patience, and desire to learn about our financial goals and earnestly get to know us!”
Accepts All Major Credit Cards
In Business Since 1952
420 N Evergreen Rd Building B, Suite 300, Spokane Valley, WA
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Robert P Mc Kinley

Robert P Mc Kinley

(1)
“Very throughal and the first year we used him he helped us get about $1,500 in refunds after being audited from the year before when using one of the national chains.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
505 N Argonne Rd # A-3, Spokane Valley, WA
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Albert A Stadtmueller & Co

Albert A Stadtmueller & Co

(1)
“He finds every last penny you are entitled to on your taxes.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2016
5915 S Regal Rd # 206, Spokane, WA
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Fulcrum Financial Group

Fulcrum Financial Group

(4)
College Planning, Investment Opportunities, Retirement Planning
“Sarah and her team are very professional and they are definitely in tune with our financial needs - a highly-recommended company to work with you and your money.”
In Business Since 2008
1216 S Grand Blvd, Spokane, WA
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Stewardship Concepts

Stewardship Concepts

(14)
Investment Management, Business Owners, Blog
“Whether it was helping us come up with a financial plan custom fit to our circumstance or answering everyday financial questions the team is always there for us and is always incredibly helpful.”
In Business Since 2010
7307 N Division St Suite 205, Spokane, WA
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Johnson & Associates Cpas

Johnson & Associates Cpas

(3)
“Was assisted by Josh and I found him quite helpful and knowledgeable.”
Transparent Fees & Pricing
In Business Since 1998
101 W Cataldo Ave #220, Spokane, WA
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Omlin, Gunning & Associates

Omlin, Gunning & Associates

(3)
Accounting Services, Tax Services
“They have gone above and beyond to help us sort out any financial issues that we have had.”
In Business Since 1997
9515 N Division St #200, Spokane, WA
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Vision Casting Financial Planning

Vision Casting Financial Planning

(2)
“Our nonprofit organization (Feast Collective / Feast World Kitchen) has relied on Kurt's excellent financial planning as we have set up an investment portfolio to support the long-term sustainability of our work.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2021
1124 W Riverside Ave Ste 305, Spokane, WA
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Loran Graham Co.

Loran Graham Co.

(2)
LPL By the Numbers, Faith Based Investing
“They show that they actually care about you, and what you want!”
CFP Certified
In Business Since 2011
621 W Mallon Ave STE 505, Spokane, WA
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Intermountain Leasing

Intermountain Leasing

(1)
“Nice good place to do Business”
Family Business
In Business Since 2001
11404 E Sprague Ave, Spokane Valley, WA
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Drynan Strategic Financial Sol

Drynan Strategic Financial Sol

(1)
Advanced Planning Resources, Products
“Tom and his staff have been taking care of my family for generations.”
Licensed
Accepts All Major Credit Cards
In Business Since 2008
7307 N Division St # 315, Spokane, WA
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Pedey Investment Management Group

Pedey Investment Management Group

Services, Process
“Pedey Investment Management Group does more than simply manage portfolios — our comprehensive approach includes savings, budgeting, insurance, and tax awareness, as well as retirement, investment, and education planning services. We also collaborate ...”
In Business Since 2019
601 W Riverside Ave Ste 800, Spokane, WA
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Grady Financial Network

Grady Financial Network

Money Management, Enjoy Life, Investments
“There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. Af...”
In Business Since 2012
609 N Argonne Rd # A, Spokane Valley, WA
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Altmeyer Financial Group

Altmeyer Financial Group

(3)
“Altmeyer Financial Group is a helpful environment with a warm and friendly staff.”
In Business Since 2017
The Davenport Tower, 111 S Post St Suite 2240, Spokane, WA
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Riverview Wealth Strategies

Riverview Wealth Strategies

(2)
“Amazing team of well educated investors who are willing to go above and beyond to help you!”
In Business Since 2019
201 W North River Dr STE 500, Spokane, WA
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Northwestern Mutual - Mark Lupton

Northwestern Mutual - Mark Lupton

(2)
“My family and my former business used his father for years for our financial planning and now since his father retired we have been most happy with Mark's advice.”
CFP Certified
In Business Since 1996
12939 E Pinecroft Way #200, Spokane Valley, WA
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Corey Ross

Corey Ross

(2)
“We are so grateful for the time he took to help us understand what he does, what we can and need to do and, best of all, made it so we feel confident in the financial choices we are making.”
In Business Since 1995
920 N Argonne Rd Suite 204, Spokane Valley, WA
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Lee Financial Services

Lee Financial Services

(12)
Investments, Financial Planning
“His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances.”
3918 S Rebecca Ln, Spokane, WA
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Pat Clevenger, Clu, Chfc

Pat Clevenger, Clu, Chfc

(1)
“Pat is not only knowledgeable, but considerate in his approach to investment strategies.”
In Business Since 1996
12939 E Pinecroft Way # 200, Spokane Valley, WA
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Retirement Planning and Investment Management Services in Spokane Valley, WA Cost Estimates

Minimum cost
$1164
Maximum cost
$9894
National Average
$3492
Avg Per Hour Rates
$350
$2328
$6402
Average price range is based on 464 cost profiles
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Average Cost $3492
Minimum cost $1164
Maximum cost $9894
Avg Per Hour Rates $350

Average range $2328 to $6402 is based on 464 cost profiles.

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