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Draggoo Financial Group
- 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.”
Best Financial Advisors in Wenatchee, WA
21 firms listed · 6 in Wenatchee · 1 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 17, 2026
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Sage Hills Financial
- Meeting
“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!”
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Augustedge
“Very professional, they have been doing my corporate and personal taxes for over 5 years and I am very satisfied with their work.”
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Kim Johnson - KMJ Financial Solutions
“Is a good advocate for her clients.”
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Tailwind Financial Strategies
“He was great to work with when he was under the thumb of Edward Jones and even better now.”
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CNC Financial Group
The 21 firms listed for Wenatchee, WA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Wenatchee, WA
Of the 21 firms we list here, 6 are in Wenatchee itself and 15 come from towns including Yakima (9, 59 mi), Ellensburg (2, 32 mi) and Morton (1, 2 mi). 15 of the firms on this page have a rating, from 4.3 to 5.0 across 70 reviews; 14 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (3), estate planning (2), financial planning (2) and tax planning (2). 2 show a license on their websites and 1 lists staff certifications (CFA and CFP). 14 have ten or more years of experience, the longest 86 years. 1 is family- or locally-owned. We have a website on file for 18 of the firms on this page; 15 publish a contact page; 9 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Wenatchee take financial planning bookings online?
4 of the 21 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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The Solution People
- 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!!!!”
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Fit Financial Consulting
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Fevergeon Financial
“David and his team are great to work with!”
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Scenic Financial
“They have great advise and will help you get where you need to be with your finances and saving for retirement.”
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Talley Financial
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Isaac Sullivan Financial
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Capital Advisors Wealth Management
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Surience Private Wealth
- Team
- Happy
- Market
“In 2019, my husband and I connected with Armand as I had just completed 30 years in my career and we were ready to roll our retirement savings into a plan that was going to meet our needs in the years to come.”
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Leonard Rickey Investment Advisors
“Nice office space with friendly staff”
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Todd F. Homer, Cmfc
“He advised us in a manner that's allowed me to retire comfortably.”
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Financial Management
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Northwestern Mutual
“If you are looking for someone to help you at any point in the Investment or insurance process I would highly recommend Steven.”
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Terry D. Goddard, CPA
“Picking an accountant is a tough choice but they make everything so easy!”
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Rogers Financial Group
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Tieton Capital Management
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
Why these companies made our list
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