Find the Best 15 Finance services in Spokane, WA

John Paul Meier Travis is truly the most humble, trustworthy, and genuinely kind person I’ve had the privilege to work with. He doesn’t just provide financial advice—he becomes a partner in your success, someone who deeply cares about your goals and helps you achieve them with integrity and thoughtfulness. In an industry that often feels intimidating, Travis is a refreshing change. From the moment you meet him, you’ll see his commitment to doing what’s best for his clients. He’s transparent, ethical, and ensures that you always feel secure and informed about your financial decisions. But it’s not just about trust—it’s also about expertise. Travis is, without a doubt, one of the smartest and most effective professionals I’ve ever encountered. His ability to explain complex financial topics in ways that make sense is remarkable. Whether you’re planning for retirement, investing, or navigating the uncertainties of the market, his strategic foresight and sharp analytical skills ensure you’re in the best hands. He takes the time to truly understand your situation, tailoring personalized financial plans that fit your needs, not some cookie-cutter approach. And no matter what questions or concerns arise, Travis is always available with prompt, thoughtful answers. His warmth and accessibility make what could be a stressful process feel comfortable and empowering. On a personal level, I admire Travis’s humility and character. Despite his impressive success and deep knowledge, he remains grounded and approachable. He truly values his clients and takes pride in helping them secure financial peace of mind. I can say, without hesitation, that Travis is the kind of person you can trust completely—not just with your finances, but as someone who genuinely cares about your future. If you want someone who’s not only highly skilled and incredibly effective but also operates with integrity and heart, Travis Messinger is the advisor for you. I can’t recommend him enough—he’s an absolute gem in Spokane and beyond.

Travis Forcier Refused to disclose the location of the vehicle to retrieve personal items. Which is illegal btw. Have called multiple times, Tammy is very rude an unpleasant to speak with. This is a P.S.A do not do business with them they should face criminal charges for there tactics to fraud there consumers. I believe ever negative review I just read about them after personally experiencing 90% of it for myself. IT DONT MATTER IF YOU MAKE YOUR PAYMENTS ON TIME THEY FIND AWAY TO TAKE THE CAR FROM YOU WHEN YOU ONLY HAVE A FEW PAYMENTS LEFT.

Paul Secrest Fantastic organization committed to helping small business owners, first-time homebuyers, and people facing the threat of foreclosure.

Earl Lewis (Earl) Very knowledgeable and approachable about investing. Great group of people!

Krystle Shoop I’ve been loaning through one main for some time now and I’ve always received the quickest and greatest service! I really appreciate all you guys have done over the years!

Brett Toney Had a wonderful visit to the Washington Trust Bank Financial Center / Corporate Headquarters. Just look for the tallest building downtown!

Marie Need to learn customer service skills....

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart

Maya McAllister Extremely knowledgeable team who truly cares about the well-being and success of their clients. Would recommend to anyone needing peace of mind managing their finances!

Rashelle Spring The best financial institution! The girls at this branch are super friendly and helpful! The best small town credit union around! Go check it out! I highly recommend this credit union!

Sean Ricciardo We were very lucky to have Curran as our mortgage broker (coming from someone who has generally avoided brokers in the past). He is a great communicator and genuine, and he got us a fantastic mortgage and made it happen with a very quick closing timeline that I didn’t think would be possible. Highly recommended.

Julian Zuniga I would like to give a huge thanks to Jon! He has help given me an idea and a plan for what I want to do after high school. With help for writing my college essay application and setting everything up, I don’t know what I would do without the help. I have been able to get in contact with someone who currently is in school for my interests and it has truly been amazing for the help that was done. Jon is a great guy and he knows what he is doing, most of my friend would be say the same and recommend him. Thank you Jon!

Elyce Gamble I had a fantastic experience working with Noah at Stewardship Concepts and would highly recommend him. I appreciate that he is extremely knowledgeable, but also patient with meeting me where I am at and answering my questions. I feel like I can trust him to give me sound advice and set me up for success in the future. So glad that I met with him and plan to keep doing so in the future.

Jim Adcock Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life weve always wanted due to Ryans advice and work throughout the past 15 or so years. Recommend without reservation!

Jenifer Edwards Excellent advice for all future retirement needs and bi-yearly financial updates.