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.

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.

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

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

Very friendly staff! They are very good financial advisors! I recommend them if you are in need of…read morethese kinds of services!

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!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.