Financial Forum

Financial Forum, Inc. is a well-established wealth management firm with over three decades of experience. Specializing in financial planning, we provide investors with curated technology tools and actionable economic insights to help them achieve their life and retirement goals.

Our approach involves a personalized focus on your financial situation, expectations, habits, and objectives to deliver collaborative results. We offer a welcoming office environment that serves as a community meeting space, where you can drop by for a cup of coffee or tea and engage with us. Whether in-person or remotely, we ensure convenient options for all your appointments.

Conveniently located in the University District on the eastern edge of downtown Spokane, our office offers a range of services including Investment Management, Risk Management/Insurance, Financial Planning, and Retirement Plans. With phone and video conference options available, we aim to provide seamless connectivity for all clients.

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