Here’s The Deal: Quantum Financial Planning, Inc., is a fee-only Financial planner in Spokane, Washington. Eric Christiansen is 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. They have $498,203,048 in Assets Under Management and Advisement.
3 Best Financial Services in Spokane, WA
Expert recommended Top 3 Financial Services in Spokane, Washington. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 QUANTUM FINANCIAL PLANNING, INC. REVIEWS
My family has been invested with Quantum for at least two decades. They are a pleasure to work with and provide great, personal service and a very comprehensive take on financial planning. Their philosophy is fairly conservative in terms of risk, and we have had great financial results. I never worry when the market goes down. Our finances are now in order, thanks to Quantum, and it's a big mental relief to have them driving the process forward and staying on top of the tasks.
We love our team at Quantum Financial Planning. They are always very helpful with keeping us informed on our options for investing and managing our assets.We feel very confident that we will be able to meet our goals. Even though we are not their only clients, they make us feel like we are. We would definitely recommend them to our friends and family.
Quantum financial planning has been helping me manage my investments, and financial planning now for over 30 yrs. Eric and his friendly, knowledgeable and professional staff have been superb to work with and I highly recommend their services without reservation. Quantum financial planning offers a superior service for a very competitive fee.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Demars Financial Group is an independent financial planner in Spokane Valley, Washington. David Demars is 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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Sat & Sun: Closed
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TOP 3 DEMARS FINANCIAL GROUP REVIEWS
These advisors are genuine people who absolutely put their clients first. Having worked with what is now three generations of the Demars family at Demars Financial Group, I have so much peace as we maneuver together through my father's financial estate planning. For over 20 years, Demars Financial Group has held us in their hands and gently guided us through the process of planning for the future, with the complex variables of our own family dynamic. With the trust, care and capability of Taylor Demars, my father has a solid foundation that will benefit our family for many generations to come.
I highly recommend Demars Financial Group (and specifically Melinda) to do your taxes. Melinda had both our business and personal taxes done quickly and better than we have ever had someone prepare them. She took the time to get to know our needs and had the background and knowledge to save us a great deal in taxes. Melinda was wonderful to communicate with. She responded to any question we had in a very short time period. You won't find anyone better than Melinda to help you with your tax preparation.
Met with Taylor Demars today. Taylor and his father, David, and grandfather, Ted, have been my financial advisors for over 20 years. I had a 2 hour review of my accounts. Excellent feedback to my questions. I feel comfortable following his advice. He will follow up our conversation with a personal email for my files. In turn I do appreciate the accountability he holds me to in returning answers to his advice he gave me today.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Stewardship Concepts Financial Services, LLC Spokane Financial Services Stewardship Concepts Financial Services, LLC Spokane Financial Services](https://threebestrated.com/images/StewardshipConceptsFinancialServicesLLC-Spokane-WA.jpeg)
Here’s The Deal: Stewardship Concepts Financial Services, LLC, is one of the best financial advising firms in Spokane, Washington. The team offers unbiased financial planning without any commission or products. Their mission is to help you be good stewards of what you've been given. Using a team approach, they build long-lasting relationships and help accomplish financial goals. 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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Hourly services: $175/Hr
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$0 - $250k: 0.95%
$250k - $500k: 0.80%
$500k - $1.5M: 0.65%
$1.5M - $2.5M: 0.55%
$2.5M - $4M: 0.45%
$4M+: 0.25%
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Sat & Sun: Closed
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TOP 3 STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC REVIEWS
As someone with little financial experience or background trying to create a financially stable future, I’ve been really grateful for the expertise of Stewardship Concepts. They have been patient with me, helping me understand my finances and the best decisions to make with them. I completely trust their team and would recommend them to anyone interested in financial wellness.
Absolutely love the team at Stewardship Concepts! Whether it was helping us come up with a financial plan custom fit to our circumstance or answering everyday financial questions the team is always there for us and is always incredibly helpful. If you are in search of honest financial help then look no further.
I have confidently put my trust in Stewardship Concepts to not only manage my personal investments but those of our organization's employees in multiple states. The team at Stewardships Concepts are wise, accurate, intentional and operate out of a sense of gratitude and grace. Highly recommend.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.