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Showing 1 - 9 of 9 results
DEMARS FIANANCIAL GROUP, LLC
DEMARS FIANANCIAL GROUP, LLC
Spokane, Washington
1-24 employees
Demars Financial Group is a Wealth Advisory firm specializing in Investments, Retirement, Estate Planning, Tax Planning, and Insurance in Spokane, Washington. Our Financial Team consists of experienced professionals with a comprehensive, "hands on" approach to financial guidance. We specialize in independent personal wealth management helping our clients comfortably manage employee benefits, insurance, IRA and 401K accounts. We do everything within our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to achieving their goals. Professionals associated with Demars Financial Group, LLC may be either (1) registered representatives with, and securities offered through LPL Financial, Member SIPC. sipc.org, and offer investment advice through Demars Financial Group, LLC, a registered investment advisor; or (2) solely tax professionals of Fidelity Financial Services, and not affiliated with LPL Financial. Tax related services offered through Fidelity Financial Services DBA Demars Financial Group, LLC. Fidelity Financial Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​
Retirement Benefits Rank
Top Benefits
QUANTUM FINANCIAL PLANNING SERVICES, INC.
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Spokane, Washington
1-24 employees
At Quantum Financial Planning, we proudly point to our clients’ successes as our legacy. As a fee-only, fiduciary Registered Investment Advisor (RIA), we are free to put your needs first and provide unbiased advice. We partner with you for the long run, taking a comprehensive approach to your personal finances so that we help fulfill your needs and goals. Based in Spokane and Kirkland, Washington, we serve clients locally and nationwide. Some of the people we serve are: • Couples and individuals preparing for retirement or already retired • People experiencing significant life transitions • Top-producing real estate professionals Our team has acquired the education and experience so that we can provide objective, informed direction at any critical decision-making juncture. Our team members’ credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst® (CFA), Chartered Retirement Planning Counselor (CRPC®), and Financial Paraplanner Qualified Professional (FPQP®) certifications. In addition to our expertise, we developed our proprietary Quantum Process to provide financial planning that is dynamic and able to adapt to your life’s changes. The Quantum Process is: • Strategic: Your custom financial plan is built around your personal circumstances. • All-encompassing: Our advice goes far beyond your investment portfolio and addresses all areas of your finances. • Ongoing: We systematically review your progress and help verify that you are on track to reach your goals. With this ongoing process, we help you get organized, achieve clarity, and make confident and informed financial decisions. Our goal is to replace financial worry with peace of mind so that you can get back to enjoying your life.
Retirement Benefits Rank
Top Benefits
FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL LLC
Spokane, Washington
1-24 employees
Fortitude Financial is a full-service financial firm committed to helping individuals and families identify and pursue their financial goals. The financial professionals at Fortitude Financial focus on providing personalized wealth management and highly customized financial planning strategies with the goal of providing clients with confidence as they work towards financial independence. Fortitude Financial offers services in financial planning, investments, retirement strategies, estate planning, and risk management. Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through Fortitude Financial, a Registered Investment Advisor and separate entity from LPL financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.fortitudefinancial.com.
Retirement Benefits Rank
Market Competitive
SELKIRK WEALTH ADVISORS, LLC
SELKIRK WEALTH ADVISORS, LLC
Spokane, Washington
1-24 employees
Washington fee-only fiduciaries, specializing in accumulating, growing and preserving wealth.
Retirement Benefits Rank
Market Competitive
FINANCIAL FORUM, INC.
FINANCIAL FORUM, INC.
Spokane, Washington
1-24 employees
- Marketing and Event Planner- Website design, content creation, newsletter publicist- Client Relations Assistant and Receptionist- Life Insurance Assistant- Client Portfolio Planner
Retirement Benefits Rank
Top Benefits
ATCHLEY FINANCIAL GROUP, INC.
ATCHLEY FINANCIAL GROUP, INC.
Coeur D Alene, Idaho
1-24 employees
We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to reach their goals, realize their dreams, and achieve financial independence. We are Atchley Financial Group, an independent wealth management firm. Although we manage portfolios from coast to coast, we treat each of our clients as if they are our only client. In fact, we are known for our detailed and personal attention as much as for our professional experience. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to help them reach their goals, realize their dreams, and achieve financial independence. Les Atchley, Aimee Tanneberger and Michael Tanneberger are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IL, IN, IA, LA, MA, MI, NV, NM, NY, NC, OH, OK, SC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. Les Atchley and Aimee Tanneberger also offer advisory services through Osaic Wealth, Inc. Insurance services offered through Atchley Financial Group, Inc., which is not affiliated with Osaic Wealth.
Retirement Benefits Rank
Market Laggard
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VORPAHL WING SECURITIES
VORPAHL WING SECURITIES
Spokane, Washington
1-24 employees
We are a full service Northwest broker dealer and offer investment advice for every generation, making your money work for your future. Twitter: twitter.com/VorpahlWing Facebook: facebook.com/vorpahlwing
Retirement Benefits Rank
Market Laggard
ALTMEYER FINANCIAL STRATEGIES LLC
ALTMEYER FINANCIAL STRATEGIES LLC
Spokane, Washington
1-24 employees
We are a group of financial advisors that can help you not only build wealth, but also sustain it for the long term. Process places a strong emphasis on income planning — starting with understanding the intricacies of your unique financial situation. 1 — Discovery Our team gets to know you, and you get to know us during this mutual discovery meeting. We learn where you stand financially. You learn how we function. 2 — Analysis We perform retirement income analysis, net worth statement and Social Security maximization reports. Based on our findings, we propose investment plan options that will best suit your needs. 3 — Action Plan Together, we fine-tune your plan to create an income-generating retirement strategy that fits your lifestyle. 4 — Review During regular reviews, we evaluate your progress and make necessary adjustments as your needs evolve to keep you on the path to retirement success. *Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Altmeyer Financial Group. Altmeyer Financial Investments, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Altmeyer Financial Group are not subject to Investment Advisor requirements. AEWM and Altmeyer Financial Group are not affiliated companies.
Retirement Benefits Rank
Market Leading
FIVE PINE WEALTH MANAGEMENT
FIVE PINE WEALTH MANAGEMENT
Coeur D Alene, Idaho
1-24 employees
Visit: www.fivepinewealth.com Financial Planning | Retirement Planning | Estate Planning | Tax PlanningInvestment Management (401k, IRAs, Roths, Individual/Joint Accounts, Trusts, and Small Business Accounts)Five Pine Wealth focuses on using low-cost investment options as "fee-conscious" financial planners. We believe in transparency, strong communication, and acting in the best interest of our clients.Five Pine Wealth Management (“Five Pine Wealth”) is a registered investment advisor offering advisory services in the States of ID, CA, WA, MT and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Five Pine Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Retirement Benefits Rank
Market Competitive