Spokane, WA Investments

Outstanding care and excellent returns. I have been with Travis for almost 20 years and have never been disappointed. His assistant, Shelley is the best.

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 demeano ... more

I have the good fortune to have Chris Bernardi as my financial advisor. It is clear that Chris is very passionate and thoughtful about ascertaining the individual needs o ... more

Kennith is great! As a feduciary you have to legally give the best financial advice you have available to your clients. If you're looking for someone who you need to trus ... more

A faith based, technically guided investment management company. Allied with LPL Financial Services. LPL Financial Holdings is the second largest independent broker-deale ... more

Positive: Professionalism, Quality, Responsiveness

I had amassed about $50k in savings, which was sitting with another investment firm for three years where it did not grow at all. Gave it to Dave Bingham to invest in 20 ... more

Kevin Lakes and his office staff pay very close attention to detail and have never steered me wrong.

From the day I met Kyle Scott until now, I've received nothing but superior service and attention to detail with my finances. The communication and professionalism I've e ... more

Great people. Always willing to help. Never had anything but a great experience.

We love Joel! Down to earth and really listens to our goals

It's okay,

I have been with Chris for over five years. He and his staff have always been very helpful and nice

Professional, intuitive and knowledgeable. The many opportunities were explained well. You will be hard pressed to find better financial planners. In today's times knowle ... more

Matt is great help and financial advisor!

Positive: Professionalism, Quality, Responsiveness, Value

Awesome people

I have been a client of Longbow Financial Services for over a year now and I trust them to make the best decisions with my investments. The staff communicates great with ... more

Humble and Honest with all his financial practices.

Great company to work with. Definently having them back to do more work.

Mark is a great financial advisor - he always answers all of my questions quickly with a thorough response. I feel that I am ahead of the game financially due to marks ef ... more

Outstanding care and excellent returns. I have been with Travis for almost 20 years and have never been disappointed. His assistant, Shelley is the best.

Jim, a Door Specialties technician, arrived the same day I placed my service request to replace a broken torsion spring. As well as being professional, I could tell from ... more

Catherine Dixon and her team members are incredible! They went above and beyond for my family when I lost a family member who used her services and I never felt pressure ... more

Outstanding care and excellent returns. I have been with Travis for almost 20 years and have never been disappointed. His assistant, Shelley is the best.

The drive thru teller shut the curtain and walked away from three customers waiting in the drive thru. Yes it was 12:00 however I arrived before 12:00 to complete my tran ... more

Outstanding Financial Advisor - Highly Recommend! Hugh is a truly exceptional financial advisor who has positively transformed my financial journey. His expertise, person ... more

Julian is insightful and provides professional guidance. He is honest and will help identify multiple options that may be helpful for opportunities that may present them ... more

Very friendly.

Jay has the utmost integrity. He's knowledgeable and has helped my husband and I for several years now with our investments. I highly recommend Jay and Twenty Twenty Inve ... more