Financial Planning

Equitable Advisors, LLC, Leanne Plancic. At Equitable Advisors, Leanne Plancic helps people reach their retirement goals, protect and grow their wealth, and invest in the best savings vehicles for college.

FS Financial Strategies, LLC, Robin Gruber. FS Financial Strategies is a full-service financial plan consulting firm dedicated to helping you not only manage your money, but to understand it. The firm focuses on divorce financial planning, investment planning, retirement planning and helping women become comfortable with their financial lives.

John G. Roeller, CFP® is an independent, fee-based financial advisor who helps families, individuals, and small businesses invest and plan for their financial future.

Merrill Lynch, Jennifer Sik. “Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.”

Northwest Financial Choices, Stephanie Doran. Northwest Financial Choices provides services to assist with the financial management of your family, business or not-for-profit/professional organization.

Pacific Resource Capital Group, Zach Meissner. Pacific Capital Resource Group, Inc. serves the needs of individuals, business owners, professionals, and their families. Full-service financial services firm.

Quantified Financial Partners, Alex Collins and Ryan Burklo. “We use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well-being.”