Waddell & Reed

From the website:Audit, tax, consulting, outsourced accounting, and wealth advisory services in the Yakima, Washington, area from CLA, a top professional service and CPA firm.

Royal Alliance Associates, now operating under the name Osaic, offers comprehensive financial services, including brokerage and investment advisory through its subsidiary Osaic Wealth Inc., and various other affiliated firms. The organization is a registered member of FINRA and SIPC, ensuring a commitment to regulatory compliance and client protection. Osaic provides a diverse range of financial products and services, working with multiple independent entities for advisory and brokerage solutions. Their offerings include advisory programs sponsored by affiliated registered investment advisers, allowing for tailored financial strategies to meet individual client needs. Generated from the website

Integrity Wealth Advisors, located in Yakima, WA, specializes in comprehensive wealth management services, including retirement planning, investment management, and estate planning. The firm operates under the guidance of Financial Advocates Investment Management, a registered investment advisor, and emphasizes a client-focused approach to financial solutions. Dedicated to providing accurate and tailored financial advice, Integrity Wealth Advisors ensures compliance with industry regulations while offering a range of resources such as educational tools and risk management strategies. Their team of professionals is committed to helping clients navigate their individual financial situations with integrity and expertise. Generated from the website