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Best Financial Advisors in Kennewick

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

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.

5401 Ridgeline Drive Suite 120, Kennewick, WA 99338
Kennewick, WA 99338

Website(509) 396-0031

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1334 Jadwin Avenue, Richland, WA 99354
Richland, WA 99354

Website(509) 943-1040

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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.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

32 (Best)

Score Consistency:

Consistent (Best)

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

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.

8905 W Gage Blvd, Suite 110, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 396-0588

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

7401 W. Hood Place, Suite 140, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 591-9160

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7025 W Grandridge Blvd Suite B, Kennewick, WA 99336
Kennewick, WA 99336
  • Certified Financial Planner (CFP)

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.

7025 W Grandridge Blvd Suite B, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 735-7526

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

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

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.

1009 N Center Parkway, Suite 200, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 222-2701

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

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.

7117 West Hood Place, Suite 120, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 628-2291

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

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

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

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.

295 Bradley Blvd. Suite 201, Richland, WA 99352
Richland, WA 99352

Website(509) 946-0200

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

420 Wellington Ave, Suite 101, Walla Walla, WA 99362
Walla Walla, WA 99362

Website(509) 526-4521

Show Number
8503 W. Clearwater Avenue, Suite D, Kennewick, WA 99336
Kennewick, WA 99336
Instagram
  • Financial Planning

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.

8503 W. Clearwater Avenue, Suite D, Kennewick, WA 99336
Kennewick, WA 99336

InstagramWebsite(509) 628-1358

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

1333 Columbia Park Trail Suite 210, Richland, WA 99352
Richland, WA 99352

Website(509) 735-1300

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Variable (Good)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

5 West Alder Street, Suite 317, Walla Walla, WA 99362
Walla Walla, WA 99362

Website(509) 735-0484

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

602 N. Colorado St. STE #130, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 946-3332

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1030 North Center Parkway, Suite 313, Kennewick, WA 99336
Kennewick, WA 99336

Website(509) 581-0249

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1030 N Center Parkway, Kennewick, WA 99336
Kennewick, WA 99336
  • Certified Financial Planner (CFP)

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.

1030 N Center Parkway, Kennewick, WA 99336
Kennewick, WA 99336

Website(360) 687-0244

Show Number

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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