Purpose Financial Advisors LLC - Spokane (WA)

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

Julian Zuniga I would like to give a huge thanks to Jon! He has help given me an idea and a plan for what I want to do after high school. With help for writing my college essay application and setting everything up, I don’t know what I would do without the help. I have been able to get in contact with someone who currently is in school for my interests and it has truly been amazing for the help that was done. Jon is a great guy and he knows what he is doing, most of my friend would be say the same and recommend him. Thank you Jon!

September Ward Words cant describe how fortunate we feel that we found Greg. He has really helped us out in so many ways with our finances. He is a wonderfully sweet, family man who genuinely cares about his work and his clients.

Jim Adcock Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life weve always wanted due to Ryans advice and work throughout the past 15 or so years. Recommend without reservation!

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart

Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!

Jenifer Edwards Excellent advice for all future retirement needs and bi-yearly financial updates.

Maya McAllister Extremely knowledgeable team who truly cares about the well-being and success of their clients. Would recommend to anyone needing peace of mind managing their finances!