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Best Financial Advisors in Yakima

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Yakima, WA
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Yakima, WA

Why choose this provider?

Need help contacting a Financial Advisor in Yakima? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
3908 Creekside Loop, Yakima, WA 98902
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How to check the credibility of financial advisors in Yakima?

    Individuals in Yakima planning to hire a financial advisor should check their credibility by searching their names on the Investor Adviser Public Disclosure (IAPD) website. In the IAPD system, people can find their financial advisor's registration status, background, and license. They can learn their criminal history, including judgments, court actions, or administrative proceedings, from the U.S. Securities and Exchange Commission system. They can also visit BrokerCheck to investigate an individual broker or brokerage firm in Yakima.

  • What are the three advantages of hiring a financial advisor who is also a Certified Public Accountant in Yakima?

    First, hiring a financial advisor who is also a Certified Public Accountant (CPA) in Yakima can create a financial and retirement plan while ensuring it complies with tax laws, minimizing tax liabilities, and identifying deductions. Second, financial advisors with CPA designation can identify potential savings, review tax returns, and address tax-related issues during inflation or recession. Third, individuals in Yakima with multiple needs and complex financial situations can reduce their overall costs by hiring these professionals.

  • How much does a financial advisor cost in Yakima?

    There are no set fees for hiring a financial advisor in Yakima, as it depends on the selected investment options, securities products, and investment advice level. Financial advisors are paid through a flat fee, hourly, subscription, or commission, which still varies on the needed advice, including for executive benefits and compensation strategies, or the purchased investment products, like insurance policies and annuities. On the other hand, the average salary of financial advisors in Yakima ranges from $63,000 to $160,000.

  • Why do high-net-worth families in Yakima seek assistance from financial advisors to protect their generational wealth?

    In Yakima, financial advisors can help high-net-worth families protect their generational wealth by creating estate plans, dividing assets to heirs, and organizing necessary documents, like Social Security statements, life and health insurance policies, tax returns, and loan documents. They build portfolios, manage investments, and develop asset allocation. Financial advisors in Yakima can also assist high-net-worth families in updating their wills, crafting an inventory of accounts, and tracking their income and savings.

  • What skills a financial advisor in Yakima should possess?

    Communication skills, the ability to adapt to changes, and can handle unexpected situations are some of the skills that financial advisors in Yakima must possess to establish trust and long-term relationships with clients. They must be able to provide strategic insight that targets their customer's needs and have a strong desire for performance-driven compensation. Financial advisors in Yakima must also possess an open mind, resilient, and confident personality.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.