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Instant Tax Solutions
Instant Tax Solutions was started in 2008 in beautiful Post Falls, ID to be a… read more
McCarthy Law PLC
McCarthy Law is more than a traditional debt settlement company. We are a law firm… read more
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9 years ago
Very friendly staff! They are very good financial advisors! I recommend them if you are in need of these kinds of services!
111 N Post St
Ste 201
Spokane, WA 99201
(509) 924-4700
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http://www.spokane.wrfa.com
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Momentum Wealth Advisors
(1 review)
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.
Charles Schwab
(3 reviews)
I just called the local Charles Swabb firm in Spokane asking for a letter verifying our account…read moreownership and balance. The rep was less than helpful and gave me an 800 number to call. This experience reminded me of dealing with any "customer service" for the cell phone industry.
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.
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.
Financial Forum
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 LLC
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.
Thirty30 Wealth Advisors
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
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I have been a client for many years now. Bill and his colleagues have provided invaluable service…read moreto me in helping navigate wealth building towards retirement. Over the years I have referred family members as well as friends to take advantage of the services provided by Bill and his team at Caribou Wealth Advisors.
I highly recommend Noelle, she was very easy to talk with accommodating with time and very…read moreknowledgeable and explaining all her services and consultants that are available for all financial needs.
I worked with Lynn Hergenreder and she was a pleasure to work with. She responds quickly to…read morequestions, is very on top of every step of the loan process, and we closed in under 20 days on our mortgage. Plus she was a better price than our other mortgage options. Will definitely work with her in the future!
I am a Real Estate Agent and I know the value of a good lender and Academy Mortgage and Lynn are…read morejust what you need! They are very responsive and their rates are great! They work as a team with the Buyer, Realtor and the Closing Agent to foster and smooth transaction!
Incredibly unprofessional and unethical financial planner. Bill Smith is all smiles and patience…read moreas he is selling you an annuity that nets him serious fees. After you sign on the bottom line, he won't agree to meet with you again, is reluctant to set up phone meetings, doesn't keep his meeting appointments after he finally commits to them (decides at last minute he doesn't want to work on a Friday) , and then tells you "I don't have the time to answer your questions!" Yes, that's a direct quote from Bill just before I told him I would solve his apparent issues by taking my business elsewhere, which I did. My advice, go eat Bill Smith's free meal and then run away as fast as you can.
I have known Bill for over 30 years and I have nothing but the upmost respect for Bill and his…read morecompany. He is honest and caring about all his clients and I highly recommend The Apex Group and Bill Smith for all your financial retirement and investment needs.
A long time ago, Chris had knocked on my front door and we shared the most delightful conversation…read moreabout investing and what he could potentially offer me. Selecting a financial advisor is a crucial decision that one should not take lightly. And, it's a decision that shouldn't be made spontaneously. I wasn't actively looking for a financial advisor in that moment, but I knew I needed some assistance with selecting bond funds. I trusted my gut instinct and took a rare leap of faith (this is the antithesis of my usual mode of operation.) I began investing with Chris in February of 2018. Selecting Chris as my advisor was one of the best decisions of my life. Chris is kind, honest, a fiduciary (some advisors are not fiduciaries, so be careful out there), intelligent, thoughtful, has an easy-going personality and takes the time to LISTEN to my concerns and to educate me. I never feel rushed when we are having a conversation. I am happy with the guidance he has provided. He discusses fees and commissions with utter transparency. He knows who I am and what is important to me (without having to reference his notes). And, I know him as well. I would trust him to manage my account even if I were to lose the capacity to oversee his management. (We just discussed this today, even though I am still perfectly fine.) I trust him that much. If you are looking for a perfect financial advisor, look no further!
Friendly professional staff no matter what your situation! Guided to website to get more…read moreinformation about finances!
The staff makes you feel welcome as soon as you enter and make sure you are directed to the right…read moreplace. We explained we were new in the area. Wil was extra helpful as we deposited some checks. And then proceeded to set up each of our accounts with our new temporary address. He then assisting with finding the best was to reorder new credit card to go to new address. He gave me a link that would be helpful with you the process.
Nice bank. Great…read moreproducts to offer with fabulous service. The whole staff is absolutely wonderful to work with. Many convenient locations throughout Spokane makes for easy access. If you are looking for a new place to bank, check Banner out today!
I've been banking at Banner since I moved to Spokane. A neighbor recommended it when I said was fed…read moreup with a large national bank. The staff is helpful, and remember me when I walk in, one teller even remembers that my vision isn't good and prints out statements I request in large print. Definitely a customer for life.
Excellent person and company to work with. They process of buying a house through them was easy and…read morestress free. Highly recommend.
I love this office! The women are gracious and efficient. They were able to fit me in right away…read more Have done my taxes myself in the past, but felt overwhelmed this year. Alexis did a great job relieving my fears. I had to pay a bit more than I was quoted, but it was due to my circumstances and paperwork I added to the job. Highly recommend!
Victoria was super helpful on the phone today. After calling multiple H&R Block locations, she not…read moreonly answered right away but communicated well, had wonderful customer service skills and got the info emailed to me that I needed from a previous tax file. Thank you so much, Victoria! Your service was very refreshing today!