LEE FINANCIAL SERVICES
3918 South Rebecca Lane, Spokane, WA 99223 DIRECTIONS
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:
FINANCIAL FORUM, INC.
501 North Riverpoint Boulevard, Suite 104, Spokane, WA 99202 DIRECTIONS
Since 1997
Here’s The Deal:
'Financial Forum, Inc.' was established in 1997. Their team and valued partners work together to incorporate these services to manage your unique situation. They focus on your financial position, expectations, habits, and goals to collaboratively produce results. They are expertise in wealth management. The firm offers regular seminars and events for individuals and families of all ages. As a Registered Investment Advisory (RIA) firm, they can access an enormous amount of investment solutions and research. They are planning specialists who curate technology tools, actionable economic information, and best practices to enable investors to achieve their life and retirement goals. They help to craft actionable plans and measurable approaches that address your financial objectives. They are 100% focused on providing the best client experience possible.
SPECIALTY:
Wealth Services, Risk, Portfolio and Asset Management, Estate conservation issues, Investment Advice, Life Insurance, Retirement investing and distribution strategies, Corporate Retirement Plans, college saving & Education Planning
TBR® Inspection Report:
DEMARS FINANCIAL GROUP
104 South Freya, Suite 218, Spokane, WA 99202 DIRECTIONS
Since 1997
Here’s The Deal:
Demars Financial Group is a Spokane-based financial services firm. Their dedicated professionals can assist in creating the financial and insurance strategy you require. The firm affords a complete evaluation of an investor's current and future financial state by utilizing currently known variables to predict future asset values and withdrawal plans. They believe each person deserves access to sound, informed financial guidance. They record your specific goals to help their clients to determine your timeline and personal budget. Their specialty is designed for individuals who are retired or are within five years of beginning retirement. They can develop a road map that starts with the future you want and ends with your dream retirement.
SPECIALTY:
Wealth Management, Tax Liabilities, Cash Flow Analysis, Asset Allocation, Estate and Financial Planning, Wealth Transfer Plans, Renters, Life and Disability Insurance, Asset Management, Insurance, Stocks, Bonds, 401k, IRA, Philanthropy, Accounting & Tax