Financial Advising near Spokane Valley, WA
3 locations found near Spokane Valley
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Financial Advising
Financial Advising
“Larry Lee has provided financial planning and tax services for my mom for many years. His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances. Upon my mother's death, Larry was helpful in guiding and advising us as we closed her accounts. He and his wife, Jenni, were sympathetic and supportive as we walked this journey. Thank you to Larry and Jenni at Lee Financial Services!”
Financial Advising
“Cashed out an IRA. They were great, very helpful and friendly. It's worth noting the process takes around 3-4 weeks and the only payment option is check, so definitely not quick cash.”
“I have been with Inland Northwest Ins for 10 years now. Bill has been professional and knowledgeable for all my insurance needs. It's a pleasure to do business with a company that truly cares about their clients and offers alternatives when requested.”