Riley is the man! He knows the ins and outs of pretty much any tax deferred investment and will…read moretake great care to help you figure out how to best optimize your savings to help you reach your long-term financial goals. He's also easy going, personable and professional and very easy to work with. Highly recommended.

From the owner: Every investor deserves a full-time wealth advisor that is experienced and put’s their best…read moreinterests ahead of their own. Our commitment to clients is that we will not take on any new business unless all our existing relationships are completely satisfied with the service and advice they are receiving. If we extend an offer to begin a working relationship it is because we have the resources, bandwidth, and time to be your full-time wealth advisor. Click to request a consultation today.

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.

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.

Love their approach - focus on teaching about finances/investments. I'm small fry in the monetary…read moreworld, and yet I always walk away feeling that they truly care about me and my financial goals. No high pressure. Great advice.

From the owner: Investment Advisor Financial Consultant…read moreFinancial Representative

Inland Capital is absolutely the best private money lender there is! I have been working with them…read moresince 2018 on several multi-family properties in the Pacific Northwest. Everyone who works there is so gracious, sweet and accommodating, especially Landon and Becky. Inland Capital's loan programs are transparent, ethical and fair - a perfect fit for my 12-month fix 'n hold projects. Inland Capital is a stand out for excellence in this industry!

A pleasure to work with and a breathe of fresh air in the industry. Not your typical private money…read morelender that hides the fine print and surprises you at closing with different terms and numbers. Thorough, diligent and ethical sums up this lender nicely. I would recommend Inland Capital to any individual who wants a great experience and even better results.

We have been working with Ben Bunfill for almost 15 years now and have been very happy with the…read moreprocess and results. The things that impress me the most are the focus on developing and executing on a plan, the consistent and steady approach, and the personal attention that Ben and his team pay to changes in our lives and the impact they may have on the plan. Working with Ben, we've met and exceeded the goals we set 15 years ago.

From the owner: Fee-based financial planning Wealth Management…read moreRetirement Planning Investment Solutions Estate Planning Business Planning