3 Best Financial Services in Spokane, WA

“Quantum Financial Planning, Inc. is led by Eric Christiansen, the firm's owner and managing partner. At Quantum Financial Planning, the team proudly points to their clients' successes as their legacy. As a fee-only, fiduciary registered investment advisor (RIA), they are free to put your needs first and provide unbiased advice. They partner with you for the long run, taking a comprehensive approach to your finances so that they help fulfill your needs and goals. Their team has acquired the education and experience to provide objective, informed direction at any critical decision-making juncture. Their mission is to have a positive, long-lasting impact on their community. They care genuinely about helping their clients 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.”

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“Demars Financial Group is led by David Demars, the owner and managing partner of the firm. He graduated with an MBA specializing in finance and holds several professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He earned a bachelor's degree in finance from Brigham Young University and an MBA from Gonzaga University. David Demars is security licensed with Series 7, 24, 65, and 63. The financial team comprises experienced professionals who take a comprehensive, hands-on approach to financial guidance. They do everything within their power to keep their clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to achieving their goals. They believe each person deserves access to sound, informed financial guidance. They record your goals to help you determine your timeline and personal budget. They can develop a road map that starts with your desired future and ends with your dream retirement.”

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“Stewardship Concepts Financial Services, LLC is dedicated to helping clients be good stewards of their resources. With a team-based approach, they focus on building long-lasting relationships while working to accomplish their clients' financial goals. The team offers unbiased financial planning without any commission or products. Their cutting-edge financial planning software empowers them to collaborate seamlessly on various financial planning topics, securely share your private documents, and unify all your financial accounts onto a single, secure platform. At Stewardship Concepts Financial Services, LLC, they recognize the intricacies of their client's financial requirements, whether the goal is to attain financial independence sooner or retire as planned. They eagerly look forward to collaborating with their clients. Contact them for a no-cost discovery call.”

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