washington Date: 09-25-2025

Top 15 Financial Advisors in Wenatchee, WA

Financial AdvisorAddress
1Tailwind Financial Strategies303 S Mission St, Wenatchee, WA 98801
2Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™1556 N Wenatchee Ave C, Wenatchee, WA 98801
3Zane Bock - COUNTRY Financial Agent224 S Mission St, Wenatchee, WA 98801
4Edward Jones - Financial Advisor: Mina Gomez, CEPA®111 S Mission St, Wenatchee, WA 98801
5OneMain Financial1250 N Wenatchee Ave d, Wenatchee, WA 98801
6Equilus Financial Group Inc385 E Penny Rd Suite 101 B, Wenatchee, WA 98801
7CNC Financial Group, LLC175 Penny Rd #1, Wenatchee, WA 98801
8Edward Jones - Financial Advisor: Darl J Bidleman, ChFC®107 Eastmont Ave, East Wenatchee, WA 98802
9Evergreen Financial Services Inc23 S Wenatchee Ave #116, Wenatchee, WA 98801
10Paramount Financial Advisors616b Valley Mall Pkwy, East Wenatchee, WA 98802
11David Phillips - COUNTRY Financial Agent224 S Mission St, Wenatchee, WA 98801
12The Chamberlin Team Cardinal Financial1835 N Wenatchee Ave Ste A, Wenatchee, WA 98801
13Randy OBanion - COUNTRY Financial Representative868 Eastmont Ave, East Wenatchee, WA 98802
14Kim Johnson - KMJ Financial Solutions10 First St #122, Wenatchee, WA 98801
15Cashmere Valley Wealth Management124 Penny Rd #102, Wenatchee, WA 98801

1.Tailwind Financial Strategies

Address: 303 S Mission St, Wenatchee, WA 98801

(9) user ratings total:

charity keplinger Geoff is great to work with and takes into account our fears and hopes for financial success and stability. He looks out for us first making sure our money works for us at every step of our financial ladder. We love that attention.
5 /5

2.Edward Jones - Financial Advisor: Al Adan, AAMS®|CRPC™

Address: 1556 N Wenatchee Ave C, Wenatchee, WA 98801

(8) user ratings total:

Michelle Smith Al Adan has been our Family Financial Advisor for 11 years. He listens carefully, explains patiently, and offers an honest opinion. Its a scary world out there and its nice to know he is always looking at whats best for us. Thank YOU Al!
5 /5

3.Zane Bock - COUNTRY Financial Agent

Address: 224 S Mission St, Wenatchee, WA 98801

images Zane Bock - COUNTRY Financial Agent

(5) user ratings total:

JP C I met with Zane for the first time this week. He was very informative and knowledgeable. He was able to answer my questions and give advice on coverage and options. He was also very easy to talk to. I would highly recommend him
5 /5

4.Edward Jones - Financial Advisor: Mina Gomez, CEPA®

Address: 111 S Mission St, Wenatchee, WA 98801

(4) user ratings total:

Sandy Wilson 5 star for sure ,ive never had anyone care so much about my goals and my financial concerns .Mina cares about her clients and there well beeing. Iam very pleased with her work.
5 /5

5.OneMain Financial

Address: 1250 N Wenatchee Ave d, Wenatchee, WA 98801

(34) user ratings total:

Carol Sprague I was extremely happy with my experience at the Wenatchee WA location. It took no time at all to go through the paperwork and my money was in my bank account the very next morning. Simona was amazing, very personable, professional and a real pleasure to do business with. Excellent customer service. I would recommend this company and this branch highly.
5 /5

6.Equilus Financial Group Inc

Address: 385 E Penny Rd Suite 101 B, Wenatchee, WA 98801

(3) user ratings total:

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!
5 /5

7.CNC Financial Group, LLC

Address: 175 Penny Rd #1, Wenatchee, WA 98801

8.Edward Jones - Financial Advisor: Darl J Bidleman, ChFC®

Address: 107 Eastmont Ave, East Wenatchee, WA 98802

(3) user ratings total:

Wendy Dalpez Darl was so helpful! He took all the time I needed to explain all my options for retirement savings and helping me come up with a plan that works for us. I am so excited to have a retirement plan, and I fully trust the advice he has given. I highly recommend and trust Darl Bidleman!
5 /5

9.Evergreen Financial Services Inc

Address: 23 S Wenatchee Ave #116, Wenatchee, WA 98801

(3) user ratings total:

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.
1 /5

10.Paramount Financial Advisors

Address: 616b Valley Mall Pkwy, East Wenatchee, WA 98802

11.David Phillips - COUNTRY Financial Agent

Address: 224 S Mission St, Wenatchee, WA 98801

(2) user ratings total:

Lacey C Great customer service. I would highly recommend.
5 /5

12.The Chamberlin Team Cardinal Financial

Address: 1835 N Wenatchee Ave Ste A, Wenatchee, WA 98801

(2) user ratings total:

McClausky Real Estate Broker Michelle (Selling Wenatchee) Christian and his team were able to save our buyers VA home purchase with only 2 weeks before closing after their first lender dropped the ball. They worked fast and were so great to work with. Everyone was grateful. Thank you Chamberlin team!
5 /5

13.Randy OBanion - COUNTRY Financial Representative

Address: 868 Eastmont Ave, East Wenatchee, WA 98802

(2) user ratings total:

Arianna Cozart Both of the OBanion brothers are the best insurance agents Ive ever dealt with! I use them for a variety of different types of insurance and they are always patient, thorough, and very responsive. The price of the insurance is the lowest to the other companies that Ive shopped or ever used previously.
5 /5

14.Kim Johnson - KMJ Financial Solutions

Address: 10 First St #122, Wenatchee, WA 98801

(2) user ratings total:

Darcy Rathka Great financial advisor! Gives good advice and information. Is a good advocate for her clients.
4 /5

15.Cashmere Valley Wealth Management

Address: 124 Penny Rd #102, Wenatchee, WA 98801

(2) user ratings total:

Cantrell Dustin Bad customer service
1 /5