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Financial Advisors in Wenatchee, WA

How to choose a financial advisor in Wenatchee

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Lee Trevino

Financial Advisor

Valic Financial Advisors, Inc.

Wenatchee, WA

ProfileNo contact yet

Heidi Zutter

Financial Advisor

Allstate Financial Services, Llc

Wenatchee, WA

ProfileNo contact yet

Sean Patton

Financial Advisor

Cetera Investment Advisers Llc

Wenatchee, WA

ProfileNo contact yet

Emma Dahmen

Financial Advisor

Cetera Investment Advisers Llc

Wenatchee, WA

ProfileNo contact yet

Richard Viall

Financial Advisor

Raymond James Financial Services Advisors, Inc

Wenatchee, WA

ProfileNo contact yet
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