Shepherd Financial - Spokane (WA)

crystal amell Great place but lots of stairs

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.

M Guerrero Easy on and off the highway location. The staff was already inside before 9 AM which is when they open. ♿️ Handicap parking in front of the door which was very convenient for me. ATM outside the double doors and inside the double doors. Next to Subway in front of Safeway. Looked very clean.

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.

Mandy Mosley Very nice an very helpful w little wait time

Susan Corliss She has been wonderful both personally and as a advisor. I have appreciated her handling my finances.

Joel Chavez Todd and the team at Trask Insurance work their hardest to get the best coverage for you and your loved ones. They have been a reliable, dependable, trustworthy company for me since I first became a customer many years ago. I recommend them to anyone searching for an insurance agency that will do their best work for you every time.