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Laurels

Best Financial Advisors in Yakima
2022

We scored 26 Financial Advisors in Yakima, WA and Picked the Top 5

Here are the Picks:

Alegria Company

Capital Advisors Wealth Management

Financial Management, Inc.

Leonard Rickey Investment Advisors P.L.L.C.

Waymaker

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Yakima 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 26 17 5

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

Alegria Company

  • Financial Planning

Alegria Company provides services to clients in Yakima and the surrounding areas. It specializes in creating financial plans to help clients manage their risks, investments, retirement, and estates. It also represents clients to the IRS and assists them in creating powers of attorneys and trusts. One of the company's partners, Barry Warner, brings over three decades of experience in the financial services industry. In addition to being a personal financial specialist, Warner is a certified public accountant and a commercial pilot.

Click to Call

601 N 39th Avenue
Yakima, WA 98902

Website

(509) 575-1065 Website

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:

2 (Better)

Average Review Score:

4.2 / 5 (Better)

Total Reviews:

10 (Better)

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

Capital Advisors Wealth Management

  • Financial Planning
  • Finance 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.

Click to Call

1104 North 35th Avenue
Yakima, WA 98902

Website

(509) 469-5030 Website

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:

1 (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+

Financial Management, Inc.

  • Estate Planning
  • Wealth Management
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

115 N 50th Ave
Yakima, WA 98908

Website

(509) 965-5654 Website

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: --

Detail: --

Leonard Rickey Investment Advisors P.L.L.C.

  • 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.

Click to Call

3908 Creekside Loop
Yakima, WA 98902

Website

(509) 972-3686 Website

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:

1 (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+

Waymaker

  • 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.

Click to Call

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

Website

(509) 902-3374 Website

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+

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