Ameriprise Financial

Helping Spokane retirees with over $1 million in a 401(k) create a tax-smart retirement plan.

Belle Financial is a locally-owned independent financial services firm assisting individuals, families, and businesses with their investment and insurance needs. We strive to earn your trust through our client centered and transparent process. Our integrated approach to wealth management allows us to address individual goals within the context of a comprehensive plan. Every client is important as our success is measured by our client satisfaction. Our investment philosophy and process is transparent, time-tested, and informed by academic research. We build indexed based portfolios for retirement and non-retirement accounts which are globally diversified and strategically allocated with a modest bias towards the U.S. and other factors.

Fellowship Financial Planning, located in Spokane, WA, specializes in designing, integrating, and implementing financial plans tailored for professionals, district employees, teachers, and families. Their approach focuses on minimizing taxation, preserving resources, and maximizing performance while incorporating a comprehensive view of each client's life story, goals, and values. Distinct from traditional financial services, Fellowship Financial Planning emphasizes independence and personalized service by offering client-centered, unbiased financial planning and wealth management. Their Certified Kingdom Advisors integrate biblical wisdom into financial strategies, providing clients with a unique perspective on managing their finances amidst the current landscape. Generated from the website