Best Financial Advisors in Wenatchee, WA

The highest-rated Financial Planning & Wealth Management companies out of 159 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 2002
Free Initial Consultation
159 S Worthen St #100, 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 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
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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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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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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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Equilus Capital Partners

Equilus Capital Partners

“Joel Frank, Jake Carpenter, and Marc Bannos may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Fo...”
In Business Since 2018
636 Valley Mall Pkwy #200, East Wenatchee, WA 98802
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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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Fit Financial Consulting

Fit Financial Consulting

“Sean attained his MBA with a focus in finance from the University of Colorado and his BSBA with a major in finance from the University of Denver. Sean is a holder of the Chartered Financial Analyst® designation, or CFA®, Certified Financial Planner™ ...”
In Business Since 2014
CFA, CFA, CFP Certified
1537 N Anne Ave, East Wenatchee, WA 98802
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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

“After a remarkable career, Bishop Elaine Stanovsky is retiring at the start of 2023. She has asked that any retirement gifts benefit the Circle of Indigenous Ministries, which is part of an ongoing effort to heal historic trauma and dismantle racism.”
Serving Wenatchee Area
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Pernaa Scott E CPA

Pernaa Scott E CPA

(5)
“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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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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Isaac Sullivan Financial

Isaac Sullivan Financial

Financial Planning, Investment Planning, Retirement Planning
“For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, a...”
In Business Since 2016
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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Neeleman Law Group

Neeleman Law Group

(24)
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 2008
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
1403 8th St, Marysville, WA
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Creditceo

Creditceo

(28)
  • Company
  • Credit Score
  • House
“So much so that other people I had contacted just blew me off all together, because my fix is fairly quick and fairly easy, which means not a lot of profit for them.”
In Business Since 2015
Licensed, BBB Accredited
Free Initial Consultation
Emergency Services
701 5th Ave #4200, Seattle, WA
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Raymond Lyle CPA

Raymond Lyle CPA

(24)
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
Offers Financing Options
4622 SW Myrtle St, Seattle, WA
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Francis & Company

Francis & Company

(9)
Elder Care, Payroll Tax Problems, IRS Audit Representation
“I highly recommend Francis and Company for any market research and financial advising needs as well as accounting services.”
In Business Since 1984
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
200 W Mercer St Ste 208, Seattle, WA
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Elevated Financial Management

Elevated Financial Management

(25)
  • Questions
  • Retirement Planning
  • Social Security
“I've been with Mark for 3 years now and I appreciate his attention to detail, his ongoing Commnication going through this process and he has made very smart choices on how and where my funds are invested.”
In Business Since 2020
CRD #175083
33507 Celebration Park Rd bldg h ste 2, Federal Way, WA
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Life Point Law

Life Point Law

(30)
Elder Law, Estate Planning, Probate / Estate Administration
“Rajiv and his staff help you with much more then their legal advice, they also offer advice on dealing with preparing for aging, long term care and family dynamics.”
In Business Since 2017
31919 6th Ave S a100, Federal Way, 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.

Why these companies made our list

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