Best Financial Advisors in Wenatchee, WA

The highest-rated Financial Planning & Wealth Management firms out of 267 vetted & reviewed in the Wenatchee area.

Draggoo Financial Group

Draggoo Financial Group

(10)
  • Team
  • Interest
  • Decision
“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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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 #100, Wenatchee, WA
i
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
i
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 1974
10 First St Suite 122, Wenatchee, WA
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Sage Hills Financial

Sage Hills Financial

(1)
Comprehensive Financial Planning, Asset Allocation and Investment Management, Legacy Planning
“He will take as much time as needed to make sure you are comfortable with all your investment strategies!!!”
In Business Since 2019
23 S Wenatchee Ave Ste. 113, Wenatchee, WA
i
Tailwind Financial Strategies

Tailwind Financial Strategies

(2)
“He helped me after my father passed and left me some investments that I didn't know how to manage.”
In Business Since 2022
227 Ohme Garden Rd, Wenatchee, WA
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Reverse Mortgage Consultant,s1l -Carlos Mata Nmls#70770

Reverse Mortgage Consultant,s1l -Carlos Mata Nmls#70770

(1)
“Working with Carlos Mata was a very pleasant experience for my father who is not very computer literate.”
In Business Since 2018
710 N Miller St, Wenatchee, 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

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

Why these companies made our list

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