UpFront Financial Planning, LLC - Spokane (WA)

nick Freeman David and his father took good care of my dad and when he died. My sisters and I sat down with him. I was very impressed with him, his ethical and moral business practices and just who he was as a man. I have been with him for almost 20 years and he has taken very good care of my investments and become a very good friend and brother. Nick

Adriana We have been with country financial for many years and Ana has been absolutely amazing, she has helped both my mom and me with our insurance needs, and every time, she goes above and beyond. She’s professional, knowledgeable, and always makes the entire process smooth and stress-free.

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!

Drew Olson The women that helped me were very helpful and knowledgable about my specific situation which made the experience that much easier and better. Most of all they werent all judgemental about my reason to be talking to them. I would recommend the staff that I dialed with to anyone who has fallen on hard times and just needs some knowledgeable advice or great assistance with a rough patch in life. Thank you again to the entire staff. Keep up the good work!

Deb VERY impressed with ALL help and ASSISTANCE from Jared! Maybe we need to change the saying of--"Johnny-on-the-spot" to "Jareds GOT THIS!"..WHAT EVER this happens to be!" Absolutely, you, as a company/corporation would be wise to do whatever it takes to keep a team-member such as, Jared, gainfully and happily employed. His customer service is OFF the CHART! "How can I make your day," isnt spoken, but executed, expertly! And MOST IMPORTANTLY I have never sensed his ASSISTANCE has been for any personal gain or accolade. I had to seek out a way to warn you, if you do not already know, that you have employed an incredible asset to your company, who will need to be challenged and rewarded appropriately. Wow! If I had a company that was worthy of Jareds expertise, and the funding to match, I WOULD be concerned with someone else, or another company, stealing him from me. Finally, he was humbled when I asked about another branch being opened in the Portland Metro area, and then suggesting that his name be significantly a large part of that facility--like the head-guy. Really sense he could handle it, and would be a leader his fellow team members could and would respect and enjoy working beside. My credentials to make such claims? Teacher in the United States of America school systems, primarily in Oregon; 4 years in Idaho, as well as abroad for a season, for the last 25+ years. Thank you for your time. Sincerely, Debra A. Laws

Roy Knox I have been with this Financial Institute since the early 1990s and after being at this office for less than 2 years the relationship was terminated and the accounts were transfer to another institution.

Cameron Brewer I just recently opened up an account and they have been great. Everyone there is super helpful and friendly. Great experience so far.