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BEST RATED SPOKANE, WA FINANCIAL SERVICES

3 Best Financial Services in Spokane, WA

Expert-recommended Top 3 Financial Services in Spokane, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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Best Financial Services in Spokane WA - Quantum Financial Planning video
10+ YEARS IN TBR
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QUANTUM FINANCIAL PLANNING

(4.9 Score)
720 West Boone Avenue, Suite 100,
Spokane, WA 99201 Directions

Since 1979

Specialty:

✓ Cash Flow Analysis ✓ Investment Services ✓ Retirement Planning ✓ Wealth Management ✓ Risk Management ✓ Estate Planning ✓ Specialized Planning ✓ Stock Options ✓ Real Estate Investment ✓ Asset Management and Allocation ✓ Mutual Funds ✓ Life Insurance ✓ Disability Insurance

“Quantum Financial Planning is a locally owned team of comprehensive financial planning professionals that has been providing clarity to clients for over 42 years. They partner with their clients for the long run and take a comprehensive approach to planning so they can fulfill all their clients' various financial needs. Their service is backed by their dedicated and capable Quantum team members, each of whom deeply cares about customer service and satisfaction. Most of Quantum's financial planners are CERTIFIED FINANCIAL PLANNER® professionals, which means they have passed strict educational and ethical requirements. Their planners regularly attend industry conferences and receive continuing education. Planners are responsible for acting as fiduciaries for their clients so that the clients' interests are ahead of their own.”

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License CRD #115877

Price:

Financial Planning Services Hourly Rate $350

Contact:

(509) 328-6653

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Fellowship Financial Planning - Spokane, WA Financial Services - Professional Team Image
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Best Financial Services in Spokane WA - Fellowship Financial Planning video
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FELLOWSHIP FINANCIAL PLANNING

(4.9 Score)
502 West Riverside Avenue, Suite 201,
Spokane, WA 99201 Directions

Since 2014

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Wealth Planning ✓ Estate Planning ✓ Business Planning ✓ Insurance Planning

“2026 Update: Fellowship Financial Planning is dedicated to professionally supporting, educating, and providing informed direction to each and every client. Their goal is to continually gain knowledge about the economy, the markets, and your situation, and to implement what they have learned for your best interest. Their team strives to help you be a good steward with what has been given to you. Their financial planning process will help you clarify your financial goals, educate you on your options and strategies, analyze your current position, design a customized blueprint of your future, implement effective strategies, and review to adjust to life changes.”

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License CRD #330347

Price:

Standalone Financial Planning Services Per Hour $500
Standalone Financial Planning Services Per Plan Upto $1,500
Financial Consulting Per Hour $500
Financial Consulting Per Year $10,000

Contact:

(509) 473-9483

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Stewardship Concepts Financial Services, LLC - Spokane, WA Financial Services - Portrait
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STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC

(4.8 Score)
7307 North Division Street, Suite 205,
Spokane, WA 99208 Directions

Since 1998

Specialty:

✓ Retirement Planning ✓ Investment Management ✓ 401(k) ✓ Retirement Income Planning ✓ Roth Conversion Planning ✓ Tax-aware Withdrawal Strategy ✓ Social Security ✓ Medicare Planning ✓ Cash Management and Budgeting ✓ College Savings

"Stewardship Concepts Financial Services, LLC has the industry's gold standard CERTIFIED FINANCIAL PLANNERS™ designation and a fiduciary duty. Edwin Hill is the founder of Stewardship Concepts Financial Services, LLC. He uses faith-based financial planning to help people achieve their goals. Stewardship Concepts Financial Services' financial advisors exceed the requirements as financial advisors and achieve the industry's gold standard designation of CFP. Their cutting-edge financial planning software empowers them to collaborate seamlessly on a broad spectrum of financial planning topics, securely share your private documents, and unify all your personal financial accounts onto a single, secure platform.

2026 Update: Stewardship Concepts Financial Services, LLC role is to help you move forward with more clarity, more confidence, and a plan that fits your life."

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License CRD #116679

Price:

Fixed Financial Planning $3,000
Hourly Rate For Financial Planning Services $300
Investment Management Fee Of Each Billing Period $750
Annual Fees For The Management Of Client Assets
Annual Fee 1.0% For Assets Upto $2,000,000
Annual Fee 0.8% For Assets
From $2,000,001
Upto $4,000,000
Annual Fee 0.6% For Assets
From $4,000,001
Upto $6,000,000
Annual Fee 0.5% For Assets
Over $6,000,000

Contact:

(509) 443-0845

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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QUANTUM FINANCIAL PLANNING REVIEWS

Quantum has been working with my husband and me for over 30 years, through 2 generations of financial planners now. They have helped manage our assets over the years to achieve our desired goals in retirement. Along the way they have helped us navigate investment, tax preparation and retirement issues. They are amazing and we couldn't have done it without them. We have utmost confidence in this organization and the hardworking, knowledgeable people that are always available for our calls and questions.

Jordan, Maddie and the entire Quantum team have been incredibly valuable to our family's unique financial planning requirements. From home purchases to college and retirement planning, the team is incredibly responsive, always accessible, and treats us like an extension of a broader Quantum family. I don't worry about our investments and fully trust their guidance and approach to dynamic risk management. I'd wholeheartedly recommend Quantum to anyone considering their services.

I have trusted Quantum first with my 401K and then when I retired the Quantum team set up my IRA account. Everyone who is employed with this company are very respectful and trustworthy.

These reviews are provided for information purposes and to help you make informed decisions.

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FELLOWSHIP FINANCIAL PLANNING REVIEWS

Ryan Heacock and his staff continue to provide outstanding service and financial guidance to our family. Ryan and his team strategically allocated our funds to maximize our return while making adjustments to our funds' mix depending upon our needs. I'm retired and my wife has just retired, so the allocation of our individual assets match how aggressive or cautious we need to be for individual stage in life. Ryan and his team are responsive to our needs. Ryan walked us through Social Security, Medicare, and PEBB insurance applications.

Marshall Williams has been a guardian angel to us. He has taken the time to explain everything very clearly with much patience, making sure we are very comfortable with our investments. He is extremely knowledgeable and has our best interest at heart. Anyone looking for someone with honesty, integrity, and caring we would highly recommend Marshall. With much appreciation to Marshall and his team Cindy Shannon.

Ryan is great! Had a review and he walked us through our account. I would recommend him for financial support and planning.

STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC REVIEWS

Noah Schwab at Stewardship Concepts is fantastic! He took the time to really understand my financial goals and gave me clear, practical advice that made sense for my situation. I never felt rushed or overwhelmed—Noah has a great way of explaining things so they’re easy to understand. He’s super knowledgeable, approachable, and genuinely cares about helping his clients succeed. I feel much more confident about my financial future after working with him. Highly recommend reaching out to Noah if you’re looking for solid financial guidance.

I met with Noah Schwab and he was extremely helpful in answering the many questions that I brought to our consultation. We discussed budgeting, savings options, and positioning my family well to buy our first home. Knowledgeable and professional, I would highly recommend.

Noah is great! Cares about you as a person and gets to know you intentionally to give you the best support! He works hard and goes the extra mile to make sure you are taken care of.

TBR® Inspection Score Report

QUANTUM FINANCIAL PLANNING Total Inspection Points: 118/120
Acknowledgments: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FELLOWSHIP FINANCIAL PLANNING Total Inspection Points: 117/120
Experience: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC Total Inspection Points: 116/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10