LEE FINANCIAL SERVICES
3918 South Rebecca Lane, Spokane, WA 99223 DIRECTIONS
Since 1986
Here’s The Deal:
Lee Financial Services is one of the best financial services located in Spokane. Larry Lee is the founder of this firm. Larry Lee has over 30 years of experience in the financial services business. He understands the complexities of Taxation, Social Security, Investments, and Retirement. His clients value attention to detail, integrity, and tested expertise. His team's mission is to help people with their financial decisions. Their many loyal clients appreciate integrity and relationship built on trust. They look forward to working with their clients.
SPECIALTY:
Retirement, Investment, Comprehensive Planning, Retirement Planning, Insurance Planning, 401(k) Plans, 403(b) Plans, Stocks, Bonds, Interval Funds, Alternative Investments & IRAs
TBR® Inspection Report:
QUANTUM FINANCIAL PLANNING, INC.
1212 North Washington Street, Suite 220, Spokane, WA 99201 DIRECTIONS
Since 1979
Here’s The Deal:
Quantum Financial Planning, Inc. is a locally owned team of comprehensive financial planning professionals providing clarity to clients for over 42 years. They partner with their clients for the long run and take a comprehensive approach to plan so they can fulfil all their client's various financial needs. Their mission is to have a positive, long-lasting impact on their community. They care genuinely about helping their clients to reach their goals. They build relationships with their clients that allow them to serve better and empower them to achieve their life ambitions. They provide no-cost insight meetings.
SPECIALTY:
Financial Planning, Trust Planning, Long Term Care Planning, Asset Allocation, Social Security, Divorce Planning, Charitable Giving, Estate Planning, Retirement Planning, Educational Planning, 401K Planning, Social Security, Income Planning, Wealth Management, Long-Term Care, Life Insurance, Disability Insurance & Investment Management
TBR® Inspection Report:
FULCRUM FINANCIAL GROUP, LLC
1216 South Grand Boulevard, Spokane, WA 99202 DIRECTIONS
Since 1997
Here’s The Deal:
Fulcrum Financial Group is one of the best financial services located in Spokane. Their mission is to develop strategies that increase wealth for their clients through long term effective investment management. They build client relationships based on trust, comprehensive professional advice, continual communication, and prompt personal service. They aim to help you build a strong financial foundation while enhancing your overall well-being. They combine research-based strategies with experience and empathy to help you pursue your financial goals. Contact them to schedule an appointment.
SPECIALTY:
Wealth Management, Financial Planning, College Savings, Insurance Strategies, Retirement and Estate Planning, & Women's Financial Guidance