Star Financial - A Wealth Management Company - Spokane (WA)

Rick McCollum RBC mishandled my retirement savings causing me to lose thousands. Even now an account held by them is frozen with no explaination or prediction of when it will become available.

Mike Meyer In planning for our future I was looking for a Financial Advisor I could trust to look out for our best interest and include me in the decision making. We found that in Joshua Moore at Mainsail Financial Group. Josh has been very knowledgeable and attentive to our wants and needs. He has also been very transparent in all our dealings and investments. I highly recommend Joshua Moore and Mainsail Financial Group for you financial needs and investments!

miss informed This place is heaven sent. The ladies there truly put their heart in helping everyone that walks through their doors. They offer so many services, and the play groups awesome.

Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!

Liz Murphy This Edward Jones team has been more than helpful over the years. I believe they truly have worked in my best interest. I highly recommend this professional, but very caring office.

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!

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

Adam Cogswell They are always on point. Good bank overall.