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Best Financial Advisors in Yakima

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Yakima, WAYakima, WA

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.

Yakima, WAYakima, WA

Website

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: --

1104 North 35th Avenue, Yakima, WA 98902
Yakima, WA 98902
  • Finance Planning
  • Financial Planning

Capital Advisors Wealth Management is an independent financial planning firm serving Yakima. It assists individuals and families in achieving their financial goals. Its financial advisors employ risk versus reward analytics and a proactive approach to managing wealth under challenging times. The firm formed partnerships with Black Diamond, Envestnet Money Guide, and Redtail. It offers securities through Charles Schwab & Co., Inc. Edward C. Reinhart established the firm in 2003. He is a Certified Investment Management Analyst.

1104 North 35th Avenue, Yakima, WA 98902
Yakima, WA 98902

Website(509) 469-5030

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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:

1 (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+

115 N 50th Ave, Yakima, WA 98908
Yakima, WA 98908
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Financial Management, Inc. is a Yakima-based wealth management firm that helps clients in and around the metro navigate through their financial journey with security and confidence. Its team of financial advisors provides a comprehensive range of services, including portfolio management, sustainable impact investing, retirement planning, education planning, and business planning & succession. Founder Clark Permann and managing partner Erik Pielstick have nearly five decades of collective experience. They also hold Certified Financial Planner and Chartered Financial Consultant designations.

115 N 50th Ave, Yakima, WA 98908
Yakima, WA 98908

Website(509) 965-5654

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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: --

3908 Creekside Loop, Yakima, WA 98902
Yakima, WA 98902
  • Certified Financial Planner (CFP)

Leonard Rickey Investment Advisors P.L.L.C. offers financial guidance to the locals of Yakima and the surrounding areas. The firm creates wealth management portfolios that reflect the client's personal goals, time horizon, and risk tolerance. To help meet the clients' fiduciary responsibility, the firm provides cash flow management, investment committee meetings, reporting on performance, customized investment policy statements, investment management, monitoring and trading, and a tech or client portal. This family-owned and operated independent investment firm was established in 1997.

3908 Creekside Loop, Yakima, WA 98902
Yakima, WA 98902

Website(509) 972-3686

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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:

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+

230 S. 2nd Street Suite 201, Yakima, WA 98901
Yakima, WA 98901
  • Finance Planning

Waymaker Wealth Advisors is a financial services provider that caters to individuals and businesses based in Yakima. It handles financial, retirement, estate, and tax planning, as well as investment management. It also offers a second opinion service, which helps clients assess the current trajectory of their investment approach and financial game plan. Other services include cash-flow-based planning, Social Security analysis, risk management, and business valuation. Founding partners Drew Shaeffer and Jared Jones have been working in the wealth management industry since 2009.

230 S. 2nd Street Suite 201, Yakima, WA 98901
Yakima, WA 98901

Website(509) 902-3374

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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+

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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