Broker Check

Wong Financial Services - Spokane Valley, WA

 
  • 16201 E. Indiana Avenue, Suite 5220 | Spokane Valley, WA 99216
    215 Oregon Street | Kellogg, ID 83837
  • 509-892-0070
We Eliminate the Noise We Move You Toward Center We Inspire GMT

Advisor Name

President

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Partner

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Private Wealth Advisor

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Client Service Specialist

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

What We Do

We are an ensemble of specialized financial advisors serving individuals and businesses. Locations in Spokane, WA and Kellogg, ID.

How We Do It

Most people give advice to solve a singular issue (e.g. generate income, create growth). We provide holistic advice because financials are always interconnected.

To The Future And Back

Imagine fast forwarding to 20 years from now. What financial advice would you give yourself today? We help you see how your financial choices today affect your tomorrow.

Helpful Content

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Why You Need an Estate Strategy

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Password Protection Strategies

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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

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Understanding the Alternate Valuation Date

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The Five Basics of Financial Literacy

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Social Security: What’s Changing in 2016?

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Tax Reform: Before and After

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Putting a Price Tag On Your Health

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

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Determine your potential long-term care needs and how long your current assets might last.

How Compound Interest Works

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Long-Term-Care Protection Strategies

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5 Smart Investing Strategies

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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