Fiduciary advisors in Coeur d'Alene, ID

Coeur d'Alene, Idaho

Christine M. Schader, CFP®, ChFC®, and owner of The Financial Wealth & Wellness Center in Coeur d'Alene, offers financial planning services with particular expertise in retirement planning and investment management. Drawing on over 30 years in financial services, Schader employs a comprehensive approach that encompasses investments, insurance, estate planning, retirement income strategy, and cash flow analysis, working with individuals, families, and businesses. Her firm follows a three-step planning process: gathering detailed information about the client's situation and goals, prioritizing objectives into measurable milestones, and identifying specific insurance and financial products to address those objectives. The firm is supported by office manager Holly Chick and financial service professional Kayla Krasselt.

Coeur d'Alene, Idaho

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Coeur d'Alene, Idaho. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Coeur d'Alene, Idaho

Mountain Financial is a financial planning firm in Coeur d'Alene, Idaho, led by Director of Financial Planning Josh Heikkila, who holds a Life Insurance license and is pursuing his ChFC designation. The firm works with individuals, families, and business owners on financial planning, income protection, life insurance, estate organization, and college planning, emphasizing education and transparency in client relationships. The team includes a Junior Financial Advisor with sales and insurance background, along with operations and administrative staff. Mountain Financial has received 5-star ratings across 60 Google reviews.

Coeur d'Alene, Idaho

Insurance-Based

Northwestern Mutual - Coeur D Alene is an insurance-based firm in Coeur d'Alene, Idaho. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Coeur d'Alene, Idaho

Tenacity Wealth Management is a fee-based advisory firm in Coeur d'Alene, Idaho serving business owners, professionals, and pre-retirees through investment management and wealth planning. The firm specializes in business succession planning, exit strategy roadmaps, retirement income distribution, tax-efficient wealth structuring, and risk management, with advisory services provided through affiliated Registered Investment Adviser CreativeOne Wealth, LLC. The firm also offers insurance and annuity products and operates under a fiduciary duty for advisory services and a best interest standard for insurance recommendations.