Selkirk Wealth Advisors

Name: Selkirk Wealth Advisors
Address: 203 North Washington Street, Spokane, WA, 99201, US
Telephone: (509) 270-2886
Price range: $$$
Rating: 5

Selkirk Wealth Advisors: Guiding Spokane's finances with care.

5(3 reviews)

financial-advising

$$$

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About

Selkirk Wealth Advisors, located at 203 N Washington St Suite 203, Spokane, WA 99201, is a finance and consulting firm helping clients understand their financial situation and plan for a secure future. Clients praise the team for friendly, knowledgeable guidance; Sarah asks thoughtful questions, Eric provides clear retirement planning answers, and Todd shows genuine care. The practice aims to deliver peace of mind and thorough, personalized service.

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Location

203 N Washington St Suite 203, Spokane, WA 99201, USA

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Information

203 North Washington Street

Spokane, WA, 99201

(509) 270-2886 selkirkwealth.com/

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Services

Wealth Management

Personalized strategies to optimize your overall financial health and growth.

Retirement Planning

Comprehensive plans to secure your future and ensure a comfortable retirement.

Financial Consultation

One-on-one sessions to answer questions and provide clarity on your financial goals.

Document Preparation

Assistance with essential financial documents for a secure and organized future.

Family Financial Planning

Tailored advice focused on the well-being and security of your family.

5.00 · 3 reviews

Overall rating

Michael Martin

via Google

· 2 years ago

Sarah and the team at Selkirk helped us better understand our overall financial situation. The office and staff were wonderful throughout the whole process! Sarah asked great questions and provided us with a peace of mind that we would not be able to get on our own. She diligently worked to ensure all our questions were answered and that we have the documents needed for a safe and secure financial future. I would highly recommend Sarah and the rest of the team at Selkirk!

Culzean Fairley

via Google

· 5 years ago

I was feeling overwhelmed with choosing a retirement plan and planning for my future. When I reached out to Selkirk Wealth Advisors, Sarah was very friendly and quickly set me up with a consultation. I sent over my plan information in advance and then had a phone consultation with Eric. He was extremely knowledgeable, answered all of my questions, and helped me feel like I was on track! I would highly recommend them!

Austin Damon

via Google

· 7 years ago

Todd is the absolute man. Yes he knows his stuff as any financial advisor should, but he is a stand out because he genuinely cares about the well being of people and their families and it’s apparent just after five minutes of meeting with him. He has gone the extra mile for me in every way and I couldn’t be more grateful! Thanks again guys!

Liberty Tax, located at 2309 N Division St, Spokane, WA 99207, USA, offers finance and tax consultation services. Client reviews highlight friendly, down-to-earth staff and helpful, professional service. Debbie and Jordanna are frequently praised, with one reviewer noting a problem was solved and many returning year after year for a positive experience.

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