GSI Financial Planning and Investment GSI Financial Planning and Investment Search | Advanced Search | New Members | Coupons and Discounts | All Categories Related Categories Financial ServicesAgriculture-Related ServicesBanks and Financial InstitutionsCredit UnionsFinancial Planning and InvestmentFinancial Transactions ProcessingFinancing - Business & CommercialInsuranceInsurance Agencies and BrokeragesMilitaryMortgage Loan Brokers or Bankers Sort alphabetically by... Name City Numerica Credit Union _ PO Box 4000Spokane Valley, WA 99037 Amanda Swan (509) 535-7613 Member Since: 1999 Learn More | Visit Site | View on Google Maps Gesa Credit Union _ 618 W Riverside Ave #101Spokane, WA 99201 Victoria Nash (509) 446-3456 Member Since: 2016 Learn More | Visit Site | View on Google Maps D.A. Davidson & Co. _ 601 W Riverside Ave, Ste 800Spokane, WA 99201 Michael Jackson (509) 456-8323 Member Since: 1992 Learn More | Visit Site | View on Google Maps Merrill Lynch _ 601 W Riverside, Ste 300Spokane, WA 99201 Tanner Wilburn 509-458-4310 Member Since: 1940 Merrill Lynch provides timely stats and strategies to help you pursue your financial goals. Learn More | Visit Site | View on Google Maps Ferguson Wellman Capital Management _ 888 SW Fifth Ave, Ste 1200Portland, OR 97204 Jim Coats (503) 226-1444 Member Since: 2015 Learn More | Visit Site | View on Google Maps Thrivent Nathan Migliazzo _ 534 E. Spokane Falls Blvd.Spokane, WA 99202 Nathan Migliazzo 5094728278 5038410774 Member Since: 2025 Learn More | Visit Site | View on Google Maps Forster Financial _ 221 W. Main Ave.Spokane, WA 99201 Tristan Piper (509) 464-4475 Member Since: 2023 Learn More | Visit Site | View on Google Maps LifeWorks Private Wealth _ 102 W Crawford St. PO. BOX 1927Deer Park, WA 99006 Jael Stebbins (509) 276-2340 Member Since: 2024 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. https://brokercheck.finra.org/ Learn More | Visit Site | View on Google Maps Richards Merrill Wealth Management _ 612 W Main AveSpokane, WA 99201 John Larson (509) 624-3174 Member Since: 1952 Learn More | Visit Site | View on Google Maps Washington 529 College & Education Savings Plans _ PO Box 43430Olympia, WA 98504 Jacquelyne Ferrado (360) 485-1198 Member Since: 2023 Learn More | Visit Site | View on Google Maps First Command Financial Services _ 400 S. Jefferson StreetSpokane, WA 99204 Christine Acres (509) 590-0676 Member Since: 2019 WE SERVE THOSE WHO SERVE OUR COUNTRY Learn More | Visit Site | View on Google Maps A4Ventures _ 1365 N Riverbluff LaneSpokane, WA 99208 Marcelo Morales (509) 315-6625 Member Since: 2014 To be a preferred partner for early to mid stage organizations seeking to grow through innovative product solutions and market penetration. To partner with management teams to build strong companies and enhance established corporations. Learn More | Visit Site | View on Google Maps Quantum Financial Planning Services _ 720 W Boone Ave., Suite 100Spokane, WA 99201 Eric Christiansen (509) 328-6653 Member Since: 1990 Learn More | Visit Site | View on Google Maps Long Bridge Capital Management, LLC _ 23505 East Appleway AvenueLiberty Lake, WA 99019 William Lang (509) 991-0024 Member Since: 2023 Learn More | Visit Site | View on Google Maps Foley Financial Group _ 5727 N Division St, Suite LL08Spokane, WA 99208 Sarah Foley (704) 607-0703 Member Since: 2024 Financial Advisor for Eagle Strategies LLC. Eagle Strategies LLC is a New York Life Company. Foley Financial Group is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates Learn More | Visit Site | View on Google Maps Transamerica Financial Advisors / Kimberly Carlson _ 3363 E. Presidential DrMeridian, ID 83642 Kimberly Carlson 2087413193 Member Since: 2025 We see a world where everyone is financially literate and has access to the tools and support they need to create a better life for themselves and their families. Learn More | Visit Site | View on Google Maps Retirement Nationwide, Inc. _ 13104 E Copper River LaneSpokane, WA 99206 Jim Lusk (509) 850-1150 Member Since: 2019 Learn More | Visit Site | View on Google Maps If your business isn't here, contact us today to get listed!