Cancel

    Open app

    Search

    Momentum Wealth Advisors

    5.0 (1 review)
    Closed 8:00 am - 5:00 pm

    Request information

    You can now request a consultation from this business directly from Yelp

    Services - Momentum Wealth Advisors

    Estate planning

    Inheritance planning

    Insurance planning

    4 More Services

    Investment management

    Retirement planning

    Tax planning

    Trust planning

    Momentum Wealth Advisors Photos

    You might also consider

    Recommended Reviews - Momentum Wealth Advisors

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    1 year ago

    Helpful 1
    Thanks 1
    Love this 1
    Oh no 0

    Ask the Community - Momentum Wealth Advisors

    You might also consider

    Charles Schwab

    Charles Schwab

    (2 reviews)

    Well if you have a million or more probably a great place to invest. But if your under a million…read moredon't expect much to happen if you want service. Small fish aren't worth their time. Rethinking my investment after this one and only time I needed service from them.

    I just rolled over my 401k worth six figures to another investment firm. Charles Schwab sent my…read moreentire retirement check in the USPS mail and it took more than 14 days. They used my money (Over six figures) for this time and paid me no interest. They said it was policy. They did not even send the check in certified mail, that would cost too much and they did not have the staff. They made no effort to contact me or notify me that my check would be delayed this long. I had to contact them. Imagine if I had "Their six figure $)" for 14 days, they would be demanding interest for sure. This is the most unprofessional and greedy organization I have worked with in my over 30 year career. I would not recommend them to my worst enemy. They do not look your for your best interest, they are cold hearted predators. ___________________________________________________________________________________ 04/24/17 - After posting my first review, I was contacted by the local Spokane Charles Schwab Manager who intervened on my behalf with Charles Schawb Nationally. She was able to arrange compensation for my lost 14 days of interest. I just received the check today and am changing my rating. They have renewed my faith that the corporate bureaucracy can be pierced and they listen and act on justified customer issues.

    Eide Bailly

    Eide Bailly

    (2 reviews)

    I had Eide Bailly do my personal and business tax return since they took over McDirmid and…read moreassociates. McDirmid and associates had done my family's tax returns and business accounting for many years. This year I received a "your business is not worth our time" letter from them. I asked the CPA who I had worked with for 4 or 5 years if he could reccomend a different accountant for me. He apologized, and told me that the suits there had not told him which of his clients they were telling to buzz off. My point is, if they are so disrespectful to their own important employees, they must be truly contemptuous of their customers. s

    Absolutely do not use this firm unless you want to pay through the roof for your accounting…read moreservices. We ended up paying close to $50,000 - you read that correctly - for one year of accounting (yes this included bookkeeping and 5 tax returns) alone. We thought there had been an error or had been double charged. But apparently what happens is someone lower down the chain of command does the accounting, and then someone higher up double checks for errors - so you basically end up being charged twice. It was our fault for not noticing earlier - but also they are not transparent about what they're billing for in terms of hours. Our previous accountants billed us to the minute. Eide Beilly~ We would just get bills for thousands of dollars and sometimes tens of thousands. Needless to say once we actually started doing the math and were told no it wasn't an error, we very quickly left the firm. We liked one of our accountants Lindsey Myron but the firm itself is astronomically pricey. Run for the hills.

    Momentum Wealth Advisors - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...