Demars Financial Group - Spokane Valley, Washington

Leonard S.

Just realized- we've worked with David Demars for years and are consistently amazed by his dedication and loyalty. We also note his great track record. Now, we're working with Taylor Demars as well, and he is true to the family tradition. We find his periodic updates via zoom are very thorough and helpful too. Congratulations on your many successes, and thanks!

Rajendra P.

Taylor is very knowledgeable and offered great insight in our financial and retirement planning. He answered all of our questions and has been outstanding over many years working with him. Thank you Taylor and everyone with Team Demars.

Lisa K.

I’ve been working with Taylor for a year now and am grateful that I found the Demars Team to help me realize my retirement plans. Taylor is easy to talk to, excited about helping, and is great at explaining different aspects of investing. If you have questions about investing or retirement planning I would highly recommend taking time to talk to the Demars Financial Group, you won’t be disappointed.

Dillon R.

We enjoyed our first meeting there. Won’t be our last. They went above and beyond our expectations. David spent more than our scheduled time reviewing our financials and providing excellent feedback and guidance. We weren’t rushed. He was thorough. It was obvious he really cared about our financial health. He helped us tune some short term and long term goals.

Becky R.

My husband and I have relied on Demars Financial Group to handle the majority of our retirement savings since 2018. We have been very happy with the services provided and the investment growth we have seen, even amid the market crashes that occurred due to Covid and other factors.
The service I appreciate most is our annual meeting (more frequent if needed) with David Demars, where he walks us through our investment performance, forecasts what our portfolio values, social security income, and financial needs are likely to be in future years, describes tax implications inherent with withdrawal of funds, and helps strategize how best to support our children now and later in terms of gifts versus future inheritance. This gives us a clear strategy of how best to use our retirement funds and maximize our benefits.

Michelle H.

We love this group! We have had David counsel us on our financial plans for over 20 years. Recently, we were in extenuating circumstances. David was so kind, capable, thorough and conscientious. We needed help with amending previous tax returns, and dealing with a compromised financial situation and future. David was willing to give us the attention we needed right away, even fielding information over the weekend. We are so grateful for the expertise and efficiency with which he and his staff helped us at a difficult time. Would highly recommend for all financial planning needs, big or small.

Brooke L.

We had to make tough decisions in order to help our elderly parents. Taylor was honest and realistic about our situation. He was able to connect us with incredible resources and companies who were able to help us find the best living situation, prepare and sell a home in a very short time and even help with an estate sale and cleaning. Taylor and his resources were always available to answer questions and always were willing to go above and beyond to guide us. I highly recommend Demars Financial.

McKay D.

Professional, personable, and experienced! Demars Financial Group’s decades of experience reflect their ongoing commitment to customer experience and customized financial planning. David and Taylor have helped us navigate everything from financial planning to tax strategy while keeping us on track and informed with personal check ins and economic weekly newsletters. Whether just starting a nest egg or getting ready to use it, Demars Financial Group wants to help clients do it all.

Couldn’t be happier with how we’ve been taken care of! HIGHLY recommended!!