Best Financial Advisors in Spokane

2021

We scored 61 Financial Advisors in Spokane, WA and Picked the Top 15

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Spokane Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Our Selection Criteria:

1. Availability

Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications

Building customer confidence with licensing, accreditations, and awards.
3. Reputation

A history of delighted customers and outstanding service.
4. Experience

Masters of their craft, based on years of practical experience and education.
5. Professionalism

Providing service with honesty, reliability, and respect.

Reputation: A

More Info

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)

Professionalism: A+

More Info

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+

Price: $250.00/hour

Financial Trex was established in Spokane, Washington by CERTIFIED FINANCIAL PLANNER (TM) and fiduciary Denise Downey. She has more than 15 years of experience and has worked as a financial planner for high wealth individuals. Denise founded her company with a goal to provide top level advice that is usually only accessible to multi-millionaires for clients of all economic levels. Not requiring a minimum, Denise is happy to help anyone from $0 to $10,000,000. Financial Trex provides many services such as comprehensive financial planning, hourly planning, 401K reviews, education planning, small business IRAs, and various educational workshops.

Click to Call

Spokane, WA 99203

Website Facebook

Leave Feedback

(773) 688-8739 Website

Forster Financial is an independent financial advisory service company located in Spokane, Washington that strives to exceed the expectations of every client. They pride themselves on the high level of quality standards that are maintained, as well as their commitment to their client’s financial wellbeing. Forster Financial provides many services to the area such as financial planning, retirement planning, and various life insurance services.

Click to Call

Spokane, WA 99201

Website

Leave Feedback

(509) 464-4475 Website

GMT Wealth Management was established in Spokane Valley, Washington with a commitment to creativity, freedom, and financial independence. Their financial advisers strive to be proactive communicators, remove any conflicts of interest, and build trust. They provide many services including comprehensive financial planning, investment guidance, asset allocations, private wealth management, small business financial coaching, and employer-sponsored retirement plans. GMT Wealth Management features a guided capital portfolio on their website that contains personalized advice, intuitive and intelligent technology, and low priced advanced wealth management.

Click to Call

Spokane Valley, WA 99216

Website Facebook

Leave Feedback

(509) 892-0070 Website

Guidance Financial Planning, Inc. was established in Spokane Valley, Washington by certified financial planner Brent Sears. He has a genuine understanding of the unique circumstances his clients face, and he strives to find comprehensive solutions to his client’s financial goals and needs. His company was created with the belief that trust is the cornerstone of a successful relationship. Guidance Financial Planning, Inc. proudly provides many services such as financial planning, cash flow analysis, debt management, personal and small business planning, investment advice, estate and retirement planning, and business succession planning.

Click to Call

Spokane Valley, WA 99212

Website Facebook

Leave Feedback

(509) 590-6220 Website

Janice K Penar, CPA/PFS, CFP is a skilled financial planning firm located in Spokane, Washington that is comprised of experienced and knowledgeable certified public accountants. They pride themselves on being a full-service company that provides sound financial guidance to individual and commercial clients alike. Janice K Penar, CPA/PFS, CFP provides many services to the community including personal financial planning, estate planning, elder care, small business accounting, QuickBooks services, cash flow management, bank financing, strategic business planning, succession planning, new business formation, and internal controls.

Click to Call

Spokane, WA 99201

Website

Leave Feedback

(509) 747-0614 Website

Loran Graham Co. is a premier investment and financial planning company located in Spokane, Washington that was established by Loran F. Graham. He is a licensed CPA and a certified financial planner with years of experience. His company provides many services such as financial planning, sound financial and investment guidance, and financial status analyzing. Loran Graham Co. features many significant resources on their website that pertains to retirement and estate planning, taxes, money, and insurance.

Click to Call

Spokane, WA 99201

Website Facebook

Leave Feedback

(509) 279-0970 Website

Premier Partners Wealth Management is a skilled and experienced financial planning service provider located in Spokane, Washington that was established with a mission to provide the community with financial independence and sound guidance. Their financial planners are dedicated to providing superior professionalism, honesty, and integrity. Premier Partners Wealth Management proudly offers a variety of services such as financial planning, tax plans, detailed retirement plans, college and estate planning, long-term care insurance, life insurance, and investment services.

Click to Call

Spokane, WA 99201

Website Facebook

Leave Feedback

(509) 455-4305 Website

Rennaker Financial LLC is a financial planning service company located in Spokane Valley, Washington that understands the unique matters their clients bring to them. The financial planners have an extensive amount of experience, and they strive to provide their clients with superior guidance and advice. Rennaker Financial LLC proudly provides many services such as financial planning, educational, traditional, Roth, SEP, and simple IRA’s, college plans, estate plans, and various insurance services. Owner Michael Rennaker strives to implement diligently designed programs that are designed to balance investment strategies and preserve principle.

Click to Call

Spokane Valley, WA 99206

Website Facebook

Leave Feedback

(509) 340-2420 Website

Selkirk Wealth Advisors LLC was established in Spokane, Washington with a specialization to accumulating, growing, and preserving their client’s wealth. They were founded with a dedication to maximizing their client’s wealth by providing them with comprehensive guidance, knowledgeable advice, and personalized plans. Selkirk Wealth Advisors LLC proudly provides many services such as financial planning and investment management.

Click to Call

Spokane, WA 99201

Website

Leave Feedback

(509) 270-2886 Website

Starry Financial Group is an independent financial planning service provider located in Spokane, Washington that was established by Michelle K. Starry. She has more than 20 years of industry experience and strives to design plans and goals for her clients that are assured of exceeding all expectations. Her company provides a variety of financial planning services that include asset allocation, asset management, estate planning, personal financial planning, mutual funds, retirement planning, stock guidance, college planning, bonds, 401K, insurance and annuities, freedom accounts, and goal planning.

Click to Call

Spokane, WA 99201

Website

Leave Feedback

(509) 315-8072 Website