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Demars Financial Group
Vertrauenswürdige, umfassende Finanzberatung in Spokane Valley.
5
Business
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Vertrauenswürdige, umfassende Finanzberatung in Spokane Valley.
Demars Financial Group, gelegen an der Adresse 420 N Evergreen Rd Building B, Suite 300 in Spokane Valley, WA, bietet umfassende Finanzplanung an. Kundenbewertungen erwähnen eine sachkundige, professionelle und zugewandte Beratung von Taylor Demars und David Demars, mit individueller Planung, strukturierten Prozessen und Unterstützung in den Bereichen Ruhestand, Steuern, Testamente und Nachlassplanung.
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Personalisierte Strategien, um Ihre finanzielle Zukunft abzusichern und Ihre Ziele im Ruhestand zu erreichen.
Umfassende Dienstleistungen, einschließlich Testamenten und Nachlassverwaltung, um Ihr Vermächtnis zu schützen.
Fachkundige Beratung zu Steuerstrategien, Änderungen und Optimierung, um die Steuerlast zu minimieren.
Maßgeschneiderte Anlageberatung und Portfoliomanagement, um Ihr Vermögen effektiv zu vermehren.
Einzelsitzungen, um finanzielle Herausforderungen anzugehen und umsetzbare Pläne zu entwickeln.
Gesamtbewertung
Brent Gill
David and the whole team at Demars Financial have been very in tune with our financial planning. We highly recommend their personalized approach and advice.
Joan Wilmotte
August 2035 -Met again with David Demar for financial planning session. Amazing insight into overall financial picture and has a nice worksheet that really provides nice visual. Great advice and helps to select top priorities to focus on. Highly recommend his financial planning services. February 2025 - Met with David Demars for financial planning. He was organized, insightful, quick to identify short term changes, has an organized approach to capturing all pertinent financial information, truthful, and is an experienced financial planner. Very encouraged with meeting and looking forward to his specific recommendations.
Jeff Baltzell
Demars Financial is fantastic! I have been using their financial advisor services for many years now and have year in/year out left their office after an advising session feeling like they really cared about me and my financial situation and future. Demars is a full service advisor, not only do they guide you on your retirement planning but they help with wills, taxes, and estate planning. I have no hesitation, and frankly enthusiastically, would recommend Demars Financial to anyone seeking full service financial advising, they are awesome!
Lorrie Burnworth
I've been working with Taylor Demars from Demars Financial for a while now, and I can’t recommend him enough. He’s incredibly knowledgeable, always professional, and makes financial planning approachable and straightforward. On top of that, he’s genuinely kind and friendly and always takes time to explain and answer all my questions. If you’re looking for trustworthy financial guidance, he’s your guy.
Michelle Holdaway
We love this group! We have had David counsel us on our financial plans for over 20 years. Recently, we were in extenuating circumstances. David was so kind, capable, thorough and conscientious. We needed help with amending previous tax returns, and dealing with a compromised financial situation and future. David was willing to give us the attention we needed right away, even fielding information over the weekend. We are so grateful for the expertise and efficiency with which he and his staff helped us at a difficult time. Would highly recommend for all financial planning needs, big or small.
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