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Best Financial Advisors in Kennewick

2023

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Website
Kennewick, WA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.4
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

848-BookPro
Kennewick, WA

Why choose this provider?

Need help contacting a Financial Advisor in Kennewick? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
8905 W Gage Blvd, Suite 110, Kennewick, WA 99336
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Cornerstone Wealth Strategies is an independent financial planning and investment management firm in Kennewick that serves individuals, families, and businesses in the local area. The firm uses a three-step planning process to assist its clients in determining their needs, applying their strategies, and monitoring them to ensure they are on track. The process includes evaluating finances, preparing plans, and implementing and monitoring strategies. Matthew Riesenweber, the president of the firm, has been serving as a financial advisor since 2003.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
7117 West Hood Place, Suite 120, Kennewick, WA 99336
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Latitude Wealth Management offers financial coaching to individuals and businesses in Kennewick. It helps clients evaluate their current financial situation by analyzing assets, income, and expenditures. Its advisors then create customized cash-flow-based financial plans that address clients' specific goals. The firm also conducts regular reviews and modifications to stay up to date. Additionally, it offers retirement, estate, and tax planning and investment management services. Latitude Wealth Management has been featured on Forbes and Barron's Hall of Fame.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
7025 W Grandridge Blvd Suite B, Kennewick, WA 99336
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Management, Inc. helps clients in the Kennewick area create plans and strategies for their future goals. Its financial advisors evaluate the current financial situation of its clients and designs plans that are custom-fit to their financial goals. The firm also assists with sustainable impact investing for long-term, environmental, and responsible investing solutions. In addition, it offers coaching and planning services for retirement, estates, and taxes. Financial Management was founded in 1997 by Clark Permann, a Certified Financial Planner with 28 years of industry expertise.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
1030 N Center Parkway, Kennewick, WA 99336
  • Certified Financial Planner (CFP)

Why choose this provider?

Timepiece Financial Planning, Inc. assists young professionals, pre-retirees, and retirees in Kennewick and nearby areas. It helps individuals in planning, organizing, and managing their financial futures through ongoing financial planning services. The firm conducts budgeting and cash flow assessments before creating a lifestyle plan that coincides with the clients' retirement, tax, and estate plans. In addition, it handles investment portfolio designs and financial behavioral coaching. Timepiece Financial Planning was founded by Tim Massie, a Certified Financial Planner who has been in the industry since 2004.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1333 Columbia Park Trail Suite 210, Richland, WA 99352
  • Tax Planning

Why choose this provider?

Northwest CPA Group PLLC provides financial advising programs to clients in Kennewick and the surrounding communities. The company helps clients prepare their finances by offering various accounting services, including monthly, annually, and quarterly booking services. Its services also include payroll reports, business property return preparation, and accounting system setup. One of its team members, Kristi Nelson, brings 29 years of public accounting experience. Nelson focuses on assisting individuals and businesses in the healthcare, nonprofit, and manufacturing industries.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Facebook
5.0 / 5 (6)
Google
5.0 / 5 (1)
Yelp
2.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1009 N Center Parkway, Suite 200, Kennewick, WA 99336
  • Estate Planning

Why choose this provider?

Henker Financial Partners, LLC, offers wealth management guidance to Kennewick residents. It guides its clients regarding their current and future financial goals, providing advice on asset accumulation, asset and risk management, and the transfer of assets to heirs. The firm's advisors also educate them about retirement income sources and investment programs. They handle insurance products, create estate plans with minimized taxes, and help protect assets from liabilities. Founding partner John K. Henker holds the Life Underwriter Training Council Fellow designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5401 Ridgeline Drive Suite 120, Kennewick, WA 99338
  • Certified Financial Planner (CFP)

Why choose this provider?

2:24 Wealth Group is a financial advisory firm serving the area of Kennewick. It addresses a client's financial planning needs by assisting them with developing investment strategies, managing investments, and evaluating risk management plans. It also helps create tax-efficient charitable giving strategies that can be part of an estate plan. Among its team is John C. McDonald, a Certified Financial Planner who has been in the financial service industry for more than 14 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1334 Jadwin Avenue, Richland, WA 99354
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • Finance Planning
  • Financial Planning

Why choose this provider?

For more than three decades, Christensen King PC CPAs & Financial Advisors has been providing investment and financial advising, tax and accounting consulting, and business consulting and valuation services. It serves individuals and businesses in the Kennewick metro and the surrounding areas. Its financial advisors, who have over 100 years of combined experience, guide clients in making informed investment decisions that allow them to achieve their financial goals. In addition, the firm's shareholders are Professional Financial Specialists.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.7 / 5 (25)
Facebook
5.0 / 5 (5)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5 West Alder Street, Suite 317, Walla Walla, WA 99362
  • Financial Planning

Why choose this provider?

Petersen Hastings is a financial planning firm that serves clients throughout the Kennewick community. It assists individuals and families in making financial decisions for matters involving retirement savings, investments, college education funds, and big purchases such as a new car or home. This independent firm created the Trusted Financial Path, which is a systematic process designed for committed investors with complex financial situations. It has been consistently recognized as among the nation's top advisors by various publications, including Bloomberg Wealth Manager and Financial Advisor Magazine.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
420 Wellington Ave, Suite 101, Walla Walla, WA 99362
  • Certified Financial Planner (CFP)

Why choose this provider?

LifeFocus Financial Advisors, LLC serves the Kennewick metro by helping clients plan and manage their investments. Its process starts by identifying a client's financial goals followed by defining the plans through an investment policy statement. It also helps them maintain their focus amidst many market challenges. Bob Deal, a representative of this firm, is a personal financial specialist who served as LeMaster & Daniels' president for financial services. He is also a member of the Washington Society of Certified Public Accountants.

Website
7401 W. Hood Place, Suite 140, Kennewick, WA 99336
  • Estate Planning
  • Retirement Planning

Why choose this provider?

F. Joel Financial helps families and individuals in the Kennewick metro achieve their desired retirement plan. They help clients prepare for retirement by providing IRA and 401k rollovers, annuity strategies, and retirement income plans. They also offer other services like asset protection strategies, tax planning, and life insurance products. F. Joel is a member of Certified Senior Advisors, has Certification for Long-Term Care (CLTC) credentials, and has been in the banking and finance industry since 1986.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1030 North Center Parkway, Suite 313, Kennewick, WA 99336
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

The Retirement Solution Inc. is an independent retirement planning firm that provides financial advice to clients in Kennewick and the surrounding areas. The firm was formed by Jim Black in 2003 to help people grow their assets and protect and manage their money when they retire. It addresses clients' financial concerns by creating clear and written plans. Some of its advisors offer consolidated RMD strategy, survivor assistance, income distribution management, and portfolio design and management.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Yelp
3.5 / 5 (6)
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
295 Bradley Blvd. Suite 201, Richland, WA 99352
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Leonard Rickey Investment Advisors, PLLC, is a family-owned and operated business that assists individuals and families in Kennewick with their financial planning matters. It offers various services, including planning for retirement, education, home, and large purchases. The company’s team of certified investment planners and financial advisors creates portfolios for clients based on their personal goals, risk tolerance, and time horizon. They help clients with cash flow management, selecting, monitoring, and trading investments.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
602 N. Colorado St. STE #130, Kennewick, WA 99336
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

The Compton Group is a family-owned and operated financial planning firm serving individuals in the Kennewick area. It offers comprehensive strategies for different financial services, including wealth accumulation, asset allocation, long-term care, and brokerage management. The company assists with financial, retirement, college, tax, and investment planning. It helps clients set up mutual funds and fixed and variable annuities. The Compton Group is composed of three generations of financial advisors who have over 50 years of experience in the industry.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8503 W. Clearwater Avenue, Suite D, Kennewick, WA 99336
  • Financial Planning

Why choose this provider?

Monson Wealth Management Inc. is a financial advisory firm providing services in Kennewick. Established in 2000, it handles retirement planning and financial management for clients. The company creates financial plans for individuals that include custom investment programs. Its team also covers portfolio management, cash-flow planning, Social Security maximization, asset allocation, and retirement income planning. Monson Wealth Management is a member of the Financial Planning Association. Owner Eldon Monson is a Certified Financial Planner and Retirement Income Certified Professional responsible for leading the team.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do the services offered by a Kennewick financial advisor differ from those of a financial planner?

    The phrase "financial advisor" encompasses a variety of professionals offering advice on various financial management aspects, including financial planning. In essence, a financial consultant and a financial advisor are synonymous. In contrast, a financial planner is dedicated to assisting Kennewick clients in formulating strategies to achieve enduring financial objectives, like saving for a house or retirement.

  • What important factors Kennewick residents must take into account when planning to start a financial plan?

    When embarking on a financial plan, Kennewick residents must assess various factors, with their life stage being a significant consideration. Equally important is their level of financial knowledge, as those who feel adept at handling their finances and making wise investment choices might find a formal financial plan unnecessary. There is no definite answer to this question, as individual situations and requirements differ.

  • Why do financial advisors in Kennewick talk about insurance and investment products?

    Financial advisors in Kennewick discuss insurance and investment products because they recognize the integral connection between protection and planning. Through insurance products, they offer valuable safeguards to protect clients and their assets both in the present and the future. Additionally, financial advisors offer investment products and services to aid clients in achieving their specific financial objectives.

  • What criteria should Kennewick residents consider when selecting the most suitable financial advisor?

    Kennewick residents should prioritize finding someone with a strong understanding of the local economy and financial environment. Given the city's diverse array of agriculture and technology industries, a competent financial advisor must be well-informed about these sectors and their interplay within the broader economy. Furthermore, the ideal advisor should demonstrate a profound grasp of investment strategies and effective financial planning techniques.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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