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 2000
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 2018
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 1973
10 First St #122, Wenatchee, WA
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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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Riverfront Wealth Management Group

Riverfront Wealth Management Group

Client Newsletters, Calculators, Articles
“Welcome! Thanks for taking the time to visit our website and learn a little about how we do business. There are many ways to participate in the financial markets. We believe that exposure to many different kinds of investments is crucial to successfu...”
In Business Since 1939
151 S Worthen St #201, Wenatchee, WA
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Waypoint Wealth Management

Waypoint Wealth Management

Planning Process, Investment Strategies, Disciplinediq Investment Process
“Our professionals have years of experience in working with investors with financial situations similar to yours. We can assist you in developing a personalized investment strategy seeking to provide steady growth while reducing downside risks, thus a...”
In Business Since 2005
227 Ohme Garden Rd, Wenatchee, WA
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Equilus Capital Partners

Equilus Capital Partners

“Joel Frank, Marc Bannos, and Mike Musco may only transact business in a particular state after licensure or satisfying the qualification requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Fol...”
In Business Since 2018
385 E Penny Rd ste 101, Wenatchee, WA 98801
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CNC Financial Group

CNC Financial Group

175 Penny Rd #1, Wenatchee, WA
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Family Financial Services

Family Financial Services

Ronald M. Ivanick, Lutcf, Tell A Friend
“I am Ronald M. Ivanick and the President/C.E.O. of Family Financial Services. As an Independent Financial Advisor, Registered Investment Advisor and General Securities Principal I am dedicated to providing fiduciary advice and the highest level of pe...”
In Business Since 2015
1513 Apollo Pl, Wenatchee, WA
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Telos Wealth Management

Telos Wealth Management

Financial Planning, Investment Management, Wealth Management
“Through our affiliation with Commonwealth Financial Network®, our broker-dealer and RIA, we provide client centered guidance, helping you build a financial blueprint that is consistent with your hopes, dreams, and deepest desires.”
In Business Since 2009
656 N Miller St, 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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Faith Foundation Northwest

Faith Foundation Northwest

“December is one of the busiest seasons for church leaders, so it's easy to put fundraising on the back burner. But the truth is, if you're not making a year-end-appeal, you're leaving money on the table.”
In Business Since 2021
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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Wood-Richardson & Co CPA

Wood-Richardson & Co CPA

(1)
Business Services, Tax Services, Services For Quickbooks
“Highly recommend them for business tax needs and general accounting.”
In Business Since 2006
Transparent Fees & Pricing
Serving Wenatchee Area
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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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