Laurels

Best Financial Advisors in Spokane
2021

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.

Reviewed Curated Top Picks 61 42 15

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.

Read more about our selection process

Financial Trex

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.

Spokane, WA 99203

Website

Janice K Penar, CPA/PFS, CFP

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.

Spokane, WA 99201

Website

Premier Partners Wealth Management

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.

Spokane, WA 99201

Website

Rennaker Financial LLC

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.

Spokane Valley, WA 99206

Website

WealthMap Financial Advisors

Founded in 1997, WealthMap Financial Advisors is a financial planning firm located in Spokane. WealthMap Financial Advisors strive to bring a positive economic impact on their clients' lives through personally designed plans. It educates clients and provides recommendations on matters such as financial planning, retirement income planning, investment management, and tax and accounting services. WealthMap Financial Advisors CPA Debbie Maine has over 25 years of experience and has worked with a wide range of clients, such as individuals, partnerships, limited liability companies, and corporations.

Spokane, WA 99204

Website

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