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      Details

      CPA and fee only Certified Financial Planner (CFP)

      General Info

      The services we specialize in are income tax preparation, retirement planning, trust & estate planning, tax planning, portfolio analysis, asset allocation and investment management. We are a locally owned firm with offices in Cheney (1951 1st. Street) and downtown Spokane (601 W. Riverside, Suite 1970).

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 509-747-0614

      Address:
      601 W Riverside Ave Ste 1970 Spokane, WA 99201
      Email:

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      Categories
      Financial Planning Consultants, Tax Return Preparation, Taxes-Consultants & Representatives
      Services / Products
      Accounting Services for Professionals & Small Business, Personal & Business Financial Planning, Tax Preparation & Planning, Tax Forms, Investments
      Payment Options
      cash, check
      Brands
      Estate
      Neighborhood
      Riverside
      Accreditation

      Certified

      Other Information

      Specialties: Retirement Planning, Small Business Consulting

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.