Thirty30 Wealth Advisors - Spokane Valley, Washington

Address: 12939 E Pinecroft Way Suite 200, Spokane Valley, WA 99216, United States.
Phone: 5094599150.
Website: thirty30wealth.com
Specialties: Financial planner, Business management consultant, Financial consultant, Insurance agency, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Thirty30 Wealth Advisors

Thirty30 Wealth Advisors 12939 E Pinecroft Way Suite 200, Spokane Valley, WA 99216, United States

☎️5094599150

⏰ Open Hours of Thirty30 Wealth Advisors

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–5 pm
Saturday: Closed
Sunday: Closed

Thirty30 Wealth Advisors: A Comprehensive Overview

Thirty30 Wealth Advisors is a distinguished financial services firm dedicated to providing comprehensive and personalized solutions to individuals and businesses seeking to achieve their financial goals. Located at 12939 E Pinecroft Way Suite 200, Spokane Valley, WA 99216, United States, Thirty30 operates with a commitment to building long-term relationships based on trust, transparency, and expertise. Clients can readily contact the firm at Phone: 5094599150 or visit their website at Website: thirty30wealth.com to learn more and schedule an appointment.

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Core Services and Specializations

Thirty30 Wealth Advisors distinguishes itself through a broad range of specialized services designed to address diverse financial needs. Their core competencies encompass:

Financial Planning: They offer meticulous financial planning services, meticulously analyzing individual circumstances and developing tailored strategies for retirement planning, investment management, education funding, and estate planning.

Business Management Consulting: Recognizing the crucial link between business success and personal wealth, Thirty30 provides business management consulting services, assisting entrepreneurs and business owners with strategic planning, operational efficiency, and financial management.

Financial Consulting: Beyond planning, the firm offers ongoing financial consulting, providing expert advice on a wide array of financial matters, including tax optimization and insurance needs.

Insurance Agency: Thirty30 acts as an insurance agency, helping clients secure appropriate insurance coverage to protect their assets and mitigate potential risks.

Investment Services: They manage investment portfolios, leveraging a deep understanding of financial markets and risk tolerance to construct and implement investment strategies aligned with client objectives.

The firmâs approach is holistic, integrating these services to create a cohesive and effective financial roadmap for each client. They prioritize understanding each clientâs unique situation and goals before recommending any course of action.

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Accessibility and Client Experience

Thirty30 Wealth Advisors is committed to providing a seamless and accessible experience for its clients. The office location is equipped with wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring inclusivity for all visitors. Furthermore, the facility includes a wheelchair-accessible toilet and a convenient toilet. Appointments are required, and are strongly recommended to allow for dedicated time and personalized attention. A free parking lot is available for client convenience.

Recognizing the demands of modern life, Thirty30 offers both online appointments and on-site services, catering to individual preferences and schedules. The firm operates on a schedule that prioritizes client availability, and encourages appointments required and appointments recommended for the most effective service.

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Client Feedback and Reputation

Thirty30 Wealth Advisors has consistently garnered positive feedback from its clientele. Currently, the company boasts 18 reviews on Google My Business, with an impressive average opinion of 5/5. This exceptional rating reflects the firmâs dedication to client satisfaction and the quality of its services. Clients consistently praise the team's knowledge, proactive approach, and ease of collaboration. Many describe the experience as exceptionally positive, highlighting the firmâs ability to deliver outstanding results. The teamâs commitment to proactive communication and personalized service clearly contributes to the overwhelmingly favorable client experience.

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About Thirty30 Wealth Advisors

Thirty30 Wealth Advisors is more than just a financial firm; itâs a trusted partner dedicated to helping individuals and businesses achieve their financial aspirations. The firmâs team comprises seasoned professionals with extensive experience in financial planning, investment management, and business consulting. They are passionate about providing tailored solutions and guiding clients through the complexities of financial life. Their commitment to ongoing learning and staying abreast of industry trends ensures that clients receive the most informed and effective advice.

The firmâs philosophy centers around building long-term relationships based on mutual trust and respect. They believe that financial planning is not a one-time event but an ongoing process that requires regular review and adjustment. They strive to be a proactive resource for their clients, offering guidance and support throughout their financial journey. The combination of expertise, personalized service, and a client-centric approach makes Thirty30 Wealth Advisors a compelling choice for those seeking comprehensive financial solutions.

Key Features:

Experienced Professionals: A team of qualified and experienced financial advisors.

Personalized Service: Tailored financial plans designed to meet individual needs.

Comprehensive Solutions: A wide range of services, including financial planning, business consulting, and investment management.

Client-Focused Approach: A commitment to building long-term relationships based on trust.

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👍 Reviews of Thirty30 Wealth Advisors

Thirty30 Wealth Advisors - Spokane Valley, Washington

Alex T.

5/5

The Thirty 30 team is phenomenal. They are very knowledgeable, proactive, and very easy to work with. We have been more than happy with their services and results have been outstanding. Could not recommend a better group for financial services!

Doug W.

5/5

As a school district administrator for over 35 years, I’ve had the privilege of working with many professionals across different industries, but few have impressed me as much as Ben Bunfill. Having known Ben for over 15 years, I can confidently say he stands out as a leader in financial planning and investment strategies.

What sets Ben and the entire Thirty30 team apart is their ability to truly customize investment strategies based on individual needs and goals. Ben took the time to understand my unique financial situation and long-term aspirations, offering advice that not only aligned with my objectives but also brought clarity and peace of mind. Ben is a master at simplifying complex financial concepts, which has been invaluable as I’ve navigated major life decisions.

What I value most is his unwavering commitment to building genuine, lasting relationships. Over the years, Ben has been more than just an advisor— he has been a trusted partner who consistently puts my interests first. Whether it’s a phone call to discuss new opportunities or a check-in to ensure I’m on track, the Thirty30 team demonstrates care, integrity, and professionalism at every turn.

Thanks to Ben, I’ve seen significant growth in my investments, but more importantly, I feel confident in my financial future. If you’re looking for someone who combines expertise, authenticity, and a genuine passion for helping others succeed, look no further. I couldn’t recommend anyone more highly!

Lori W.

5/5

We have been working with Thirty30 Wealth Management for over 15 years, and we cannot recommend them highly enough. Their team is incredibly knowledgeable, professional, and trustworthy. They have consistently provided us with sound advice tailored to our needs and have guided us through various financial milestones with expertise and care.

Their attention to detail and commitment to our financial well-being have been invaluable. Knowing we have a team we can rely on gives us peace of mind. If you’re looking for top-notch wealth management services, I highly recommend this team!

Carolyn J.

5/5

Kyle Scott is my financial advisor at Thirty30. Not being from the business or financial world, myself, he is great at helping me understand my financial plan and what needs tweaking or leaving alone. I am grateful for have the peace of mind that they are working in my best interest.

Robin F.

5/5

At a time when my whole world was turning upside down during the loss of my husband to Cancer, Kyle Scott and the entire Thirty30 Wealth Advisors team was there guiding us, working with my husband and I to set up a plan that took the financial burden off me while I navigated through my, what’s next, phase.

I wasn’t prepared for life without my husband. I didn’t have a clue where to even start. But they listened to my financial goals and dreams, making sure they could be reached with as little disruption as possible.

Whenever things got overwhelming, I knew Thirty30 Wealth Advisors had my back, answering my questions, explaining answers in a manner I could understand, returning calls promptly, and keeping me updated whenever needed. I now have a solid financial plan and will be able to retire comfortably with a little extra for travels.

I highly recommend them to everyone. Having the kind of peace of mind they provided has been invaluable. I feel like a part of their family, not just a client. They really care.

Roy W.

5/5

Ben has been my advisor since 2011 and I've known him personally since 2005. Since forming Thirty30 I have observed an even higher level of engagement with clients individually and as a client group. They are prompt and thorough when responding to a question or concern and have earned the highest level of trust that they are not just doing the right thing for my financial future, but are doing it with a high degree of competence. In the immortal words of Tina Turner: simply the best!

Dylan B.

5/5

Never would I have thought saving money could be so fun!!! I trust my financial advisory team at Thirty30 explicitly, and look forward to every engagement and meeting we have. So happy with their services and how my family’s future looks under their wing.

Rick G.

5/5

I have seen great growth in my account, with a great outline and easy to follow graphs, and most important the one on one reviews, so I know where I stand in the future for my retirement. The people are tremendous, whenever I have a question or a concern I always get an immediate response. The people are GREAT.