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

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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