Premier Partners Wealth Management - Spokane (WA)

Caren Roberts Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

Natalie Fink Super friendly staff! Marissa was very nice and helped us set up our account quickly in the branch. Every time I have called they have been very friendly and helpful on the phone.

Jacqualyn Gronemyer The people at this branch are awesome! I have my car loans through them and whenever I have questions or concerns they get me in fast and are extremely helpful. Ive had multiple gals help me and all of them are really kind, treat me like a real person and so helpful to my needs. The feel when you walk in is a great one too.

Claire Beszhak I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!

Jeff Baltzell Demars Financial is fantastic! I have been using their financial advisor services for many years now and have year in/year out left their office after an advising session feeling like they really cared about me and my financial situation and future. Demars is a full service advisor, not only do they guide you on your retirement planning but they help with wills, taxes, and estate planning. I have no hesitation, and frankly enthusiastically, would recommend Demars Financial to anyone seeking full service financial advising, they are awesome!