Our Story
At NorthWest Financial Services, we have been dedicated to providing comprehensive, objective financial advice to our clients for over 30 years. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals, while also navigating the complexities of the financial industry.
Services
At NorthWest Financial Services, our team of experienced professionals offers a wide range of financial services, including:
Financial Planning
We work closely with our clients to develop a personalized financial plan that meets their unique goals and objectives. This includes investment advice, retirement planning, insurance analysis, education funding, charitable giving strategies, and estate planning considerations.
Investment Management
Our team of experienced investment professionals is dedicated to helping our clients achieve their long-term financial goals. We offer a range of investment options, including individual stocks, bonds, ETFs, and mutual funds. We also provide ongoing portfolio rebalancing and performance monitoring to ensure our clients' investments remain aligned with their goals.
Tax Planning
We understand that taxes play a critical role in our clients' financial lives. That's why we offer a range of tax planning strategies, including tax preparation, year-round planning, and even estate tax planning.
Estate Planning
At NorthWest Financial Services, we believe that estate planning is an essential part of a comprehensive financial plan. We work with our clients to develop customized estate plans that ensure their wishes are carried out and their loved ones are protected.
Our Team
Our greatest asset is our people. Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. Our team includes:
- Matt Yeiter, CFP, President/Financial Planner
- Thomas Gross, CFP, Chief Technology Officer/Financial Planner
- Aaron Pettersen, CFP, Chief Investment Officer
- Sarah Austin, CFP, Enrolled Agent, Financial Planner
What Sets Us Apart
At NorthWest Financial Services, we believe that our client-first mentality, combined with our extensive experience and expertise, sets us apart from other financial services firms. We take the time to understand our clients' unique goals and objectives, and we take a comprehensive approach to financial planning. We don't just provide investment advice - we provide a personalized financial plan that takes into account all aspects of our clients' financial lives.
General Impression
The reviews on NWFS (Nature Wildlife Film & Sound) overall share a positive tone, highlighting the company's exceptional service and professionalism.
Reliability and Honesty
NWFS is consistently praised for being honest and reliable. They are described as doing a "wonderful job" and are commended for their integrity.
Service Quality
The company's service quality is also emphasized, with reviewers commending NWFS for their exceptional work. They are seen as a dependable and trustworthy partner for various projects.
