Find the Best 18 Finance services in Spokane, WA (Part 2)

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Daimen Boni Great company with your best interests in hand. Very transparent and deliver outstanding customer service. We highly recommend. Stan Webb is the best!

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

Jonna Kelley Im so glad we’re working with Starry Financial. The team provides fantastic support and has helped our investments grow steadily over time. Their personalized approach and attention to detail make a big difference. On top of that, we love how much they do to give back and support the local community. Highly recommend!

Kaitlin Ramirez Mark is a great financial advisor - he always answers all of my questions quickly with a thorough response. I feel that I am ahead of the game financially due to mark’s efforts. I highly recommend working with mark for financial planning and advising.

Clark Lane I have enjoyed working with Dave and Jonathon. They have made me money and I feel my money is secure in their hands. My wife had a issue with her Dads account (outside or The Altmeyer Group) and Jonathon was will to help resolve the issue for her at NO charge. Thank you Jonathon.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

BEVERLY MARTIN Regardless of my financial needs, the entire staff has been there. We began with Ron, and now Landy is also terrific.

Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.

Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!

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.

Melanie Meng Xue Talking with Nick helped clarify my finances. He shared a lot of useful information. While it turned out now wasn’t quite the right time for me to hire his services, it was a good experience and I recommend him. No pressure, which I appreciated. May come back in the future.

Diane Saggau Although I have not experienced Thrivent Financial personally, I know Jessica professionally and know her passion for helping people is real and exceptional. I would definitely recommend Thrivent Financial.

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.

Jim LaBenne I’ve had a great experience working with Quantum. They’re easy to talk to, always take the time to explain my options, and make sure I feel comfortable with every decision. I really appreciate how responsive and genuine they are—it feels like they truly care about my financial future. I feel confident knowing I’m in good hands and would definitely recommend them to anyone looking for solid financial guidance.