Oakstreet Financial

Investing
Hours: Oakstreet Financial is a fee-only fiduciary that helps faith-driven Americans manage their wealth with wisdom and confidence. They provide values-based financial planning and faith-driven investment management rooted in clarity, discipline, and a long-term perspective. Clients appreciate the personal attention they receive, which they have not had with other counselors. Reviews describe the service as intelligent, faithful, experienced, trustworthy, and highly recommended. Clients feel comfortable that the advisor is working on their best behalf and wants the best for their future. The advisor provides sound financial guidance with much knowledge, focusing on the client's best interest as the priority. He spends time explaining investment reasons and helps develop plans to reach goals through a simple, purposeful investment strategy. Clients have relied heavily on his wisdom and advice to navigate options and achieve goals, even through challenging personal circumstances. He is noted for being a remarkable and incredible person whose skills are equalled by his kindness, desire to help others, and being fun to talk with. Oakstreet Financial meets locally in the Spokane and Coeur d’Alene area and serves clients across the Pacific Northwest and nationwide.

• 1.48 miles

  

  Alliant Securities Investment Service
• 9.13 miles

  

  Wells Fargo Advisors Investment Service, Banks & Credit Unions

1. Liberty Lake, Washington