Altmeyer Financial Group - Spokane (WA)

5 /5 Clark Lane: I have enjoyed working with Dave and Jonathon. They have made me money and I feel my money is secure in their hands. My wife had a issue with her Dads account (outside or The Altmeyer Group) and Jonathon was will to help resolve the issue for her at NO charge. Thank you Jonathon.

5 /5 Mary Binder: David and Jonathon at ALTMEYER FINANCIAL GROUP help manage our finances with our needs in mind! They are so knowledgeable and have taken care of us since we joined. They provided us with valuable insights and suggestions. They make themselves easily available. They communicate up and coming opportunities. They also do so much in the community in Spokane and CDA. We trust them with our finances! We highly recommend their services. Frank and Mary

5 /5 Lisa Carr: My Working with Dave and Jonathan. They helped my mom before she passed away, she felt very at ease with them handling her money. And that was a big deal for her! They’ve also helped both of our kids, and have given us wonderful compliments on our adult children. And then, after my mom passed away, they have been a tremendous help for me, so caring and helping me understand everything. We have referred many people we know to them as well over the years! Lisa

5 /5 Keith King: My wife and I turned to Altmeyer Financial for help with our investments, and we couldn’t be happier with the experience. Dave and Jonathan offered a personal touch that made us feel valued, not just another account. They took the time to understand our goals then crafted a clear tailored strategy that balanced growth with security. Their advice was straightforward, never pushy, and they patiently explained options in a way we could grasp. Regular check-ins keep us on track. For anyone seeking a dedicated team to guide their financial future, Altmeyer Financial is a gem.

5 /5 Tammy Lallier: We are so pleased that we chose Altmeyer Financial to help us and guide us through the retirement journey. My husband was very hesitant and a little leery of handing over our investments to just anybody. David and Johnathan have been great at helping us understand the process and walking us through all the steps of retirement. They have earned our trust and we have such a great relationship with them and know they always have our best interest at heart! If you’re on the fence, give them a call you’ll be glad you did.