Aspen Financial Management
29yrs
Top advisor by experience in Cheney
Financial advisors in Cheney, WA
Looking for a financial advisor in Cheney, WA? We list 5 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
5Advisors with offices here
6Median years of experience
80%Fiduciary advisors?
5Firms represented
Largest firms here: Spencer Financial Planning, LLC (1), ACT Securities, LLC (1), Edward Jones (1).
Nearby: Airway Heights, Medical Lake, Spokane, Valleyford.
Edward Jones
18yrs
More experience than 73% of advisors at Edward Jones
Spencer Financial Planning
6yrs
6 years in the industry
Thrivent Investment Management
4yrs
4 years in the industry
ACT Securities
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.