Wenatchee, WA

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Wenatchee, WA
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Best Financial Advisors in Wenatchee, WA

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Wenatchee area.

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Draggoo Financial Group

Draggoo Financial Group

(13)
  • Team
  • Planning
  • Resources
“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.”
In Business Since 2015
Licensed
Family Business
1301 Walla Walla Ave Ste A, Wenatchee, WA
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Sage Hills Financial

Sage Hills Financial

(7)
Asset Allocation and Investment Management, Insurance Review, Tax Strategies
“I wanted to avoid going to large chain institutions in hopes of getting true personalized advice and attention; After researching my local options, I am beyond happy with my decision to come here!”
In Business Since 2019
23 S Wenatchee Ave #113, Wenatchee, WA
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Goetz, Bailey & Yale P.S.

Goetz, Bailey & Yale P.S.

(3)
Business Services, Services For Individuals, Tax 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.”
In Business Since 2001
Free Initial Consultation
159 S Worthen St STE 100, Wenatchee, WA
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Augustedge

Augustedge

(2)
Overview, Tax Planning, Advisors
“Very professional, they have been doing my corporate and personal taxes for over 5 years and I am very satisfied with their work.”
In Business Since 2017
Accepts All Major Credit Cards
Transparent Fees & Pricing
521 S Chelan Ave, Wenatchee, WA
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Kim Johnson - KMJ Financial Solutions

Kim Johnson - KMJ Financial Solutions

(1)
What to Expect, How we Can Help
“Is a good advocate for her clients.”
In Business Since 1976
10 First St #122, Wenatchee, WA
Featured

Are Emotions Controlling Your Personal Finances? If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate. We’re more aware of our finances and are better at prioritizing our expenditures. We’re also more aware of how important it is to save for the future, while still enjoying the present moment. We make lists, and spreadsheets, and use planning and budgeting apps, all with the aim of better managing our lives.

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Tailwind Financial Strategies

Tailwind Financial Strategies

(1)
“He was great to work with when he was under the thumb of Edward Jones and even better now.”
In Business Since 2022
303 S Mission St, Wenatchee, WA
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Reverse Mortgage Consultant,s1l -Carlos Mata Nmls#70770

Reverse Mortgage Consultant,s1l -Carlos Mata Nmls#70770

(2)
“We first saw that Carlos was giving a presentation on Reverse Mortgage at the Senior Center in Wenatchee.”
In Business Since 2018
710 N Miller St, Wenatchee, WA
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CNC Financial Group

CNC Financial Group

175 Penny Rd #1, Wenatchee, WA
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The Solution People

The Solution People

(16)
  • Retirement
  • Investment
  • Questions
“They met with us at our convenience and LISTENED to what we wanted to do in retirement and when we wanted to make retirement happen and they went to work for us immediately and they have helped us make our dreams of retiring early come true!!!!”
In Business Since 2016
Serving Wenatchee Area
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Fit Financial Consulting

Fit Financial Consulting

“Clients who benefit most from our services are typically looking for a long term partner for their financial planning needs and asset management, and have $300,000.00 or more in investable assets. We listen closely to your needs and goals to develop ...”
In Business Since 2014
CFA, CFA, CFP Certified
Serving Wenatchee Area
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Pernaa Scott E CPA

Pernaa Scott E CPA

(6)
“Professional, diligent and friendly, Scott keeps us on track with both our restaurant and limousine companies.”
In Business Since 2004
Transparent Fees & Pricing
Serving Wenatchee Area
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Artificial Intelligence Business Services & Consulting

Artificial Intelligence Business Services & Consulting

(1)
“I wish they had more than 5 stars to rate this company, I'd fill in a constellation worrh!”
In Business Since 2018
Emergency Services
Wenatchee, WA
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Fevergeon Financial

Fevergeon Financial

(1)
“David and his team are great to work with!”
In Business Since 2005
Serving Wenatchee Area
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Jazmine Johnson-McCoy - Your Mortgage Bud

Jazmine Johnson-McCoy - Your Mortgage Bud

(12)
  • House
  • Communication
“It was clear early on how passionate and knowledgeable she is regarding the homeowner process and her eagerness to spread that passion and knowledge with others is unmatched!”
In Business Since 1997
NMLS# 2017846
Serving Wenatchee Area
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Scenic Financial

Scenic Financial

(1)
“They have great advise and will help you get where you need to be with your finances and saving for retirement.”
In Business Since 2018
Serving Wenatchee Area
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Talley Financial

Talley Financial

“We recognize that our clients lead active and complex lives. Our clients understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provi...”
In Business Since 2000
Serving Wenatchee Area
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Isaac Sullivan Financial

Isaac Sullivan Financial

Financial Planning, Investment Planning, Retirement Planning
“As a long-term investor, you're always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It's not their faul...”
In Business Since 2016
Serving Wenatchee Area
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Creditceo

Creditceo

(34)
  • Company
  • Credit Score
  • Price
“You could see my full review on yelp, but long story short, after a year of his services, he cleared $20k of collections off of my my credit report for all three credit bureaus!”
In Business Since 2015
Licensed, BBB Accredited
Free Initial Consultation
Emergency Services
701 5th Ave Suite 4200, Seattle, WA
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Numbers Don't Lie, CPA

Numbers Don't Lie, CPA

(50)
Employee Retention Credit, Financial Forecast Projections, Excise Taxes
“I had talked to several people before being referred to Charles and it was a breath of fresh air to speak to someone who really knew their stuff - put us at ease with our returns and yielded a great outcome.”
In Business Since 2019
707 S Grady Way Suite 600, Renton, WA
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CEG Life Insurance Services

CEG Life Insurance Services

(50)
  • Questions
  • Policy
  • Information
“Daniel took the time to explain the various insurance options in detail, ensuring I had a clear understanding of each policy's benefits and limitations.”
In Business Since 2009
Transparent Fees & Pricing
611 4th Ave. suite a, Kirkland, WA
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Epic Trust Financial Group

Epic Trust Financial Group

(49)
Individual Services, Business Services
“Given her many years of experience in the industry I could always count on Valerie to educate me and clarify any complex insurance related issues that arose with my financial planning clients.”
In Business Since 2010
1305 Fowler St Suit 2C, Richland, WA
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Neeleman Law Group

Neeleman Law Group

(34)
Services Overview, Chapter 7, Chapter 13
“They will answer any questions you have to help the process run smoother, no one ever plans to go bankrupted (so glad I divorced my ex-husband soon after), but this experience filing Chapter 7 had helped me gain the confidence and experience I need t...”
In Business Since 2011
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
1403 8th St, Marysville, WA
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Sound Planning Group

Sound Planning Group

(50)
  • Retirement
  • Financial Planning
  • Social Security
“We have been working with our personal advisor Loren, he's awesome in explaining everything and happy with his knowledge in helping us achieve our goal.”
In Business Since 2006
11411 NE 124th St #255, Kirkland, WA
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Raymond Lyle CPA

Raymond Lyle CPA

(37)
Services For Individuals, Business Services, Services For Quickbooks
“I am an estate planning and probate attorney and worked with Andrew on a particularly complicated probate - no Will, no designated beneficiaries on retirement plans, related overlapping probates, one domestic partner, many distant relative legal heir...”
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
4701 SW Admiral Wy #128, Seattle, WA
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Retirement Planning and Investment Management Services in Wenatchee, WA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 447 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 447 cost profiles.

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