Laureate Wealth Management - UBS Financial Services Inc. - Spokane (WA)

Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.

Ryann Prieser We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.

joe jonart extremely informative and helpful. Great website, and the ability to contact folks on the phone if necessary. Thanks.