OUR SERVICES

Investment Planning

Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. As life and goals change, your investment strategy may need to change. We will continually review your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

We research, design, build, and manage an investment portfolio with your personal risk tolerance in mind that’s focused on the long game of your financial goals versus quick wins.

Our Advisors

Bradi Dahmen

Financial Advisor, Director of CNC Financial Group

Jason Underwood, CFP®

Financial Advisor

Jeff Ostenson

North 40 Productions

Someone once said “trust is the only currency of any value” and running my own business for 10+ years has certainly proven this point over and over again. For the entire time I’ve had my business, I’ve used the accountants at Cordell, Neher, and Company, PLLC for one simple reason. I trust them. Implicitly.

Jake and Lalani Purdom

For the Love of It

Cordell, Neher, & Company has always been there when we needed sound advice, accurate and timely tax returns, and help with the complicated worlds of payroll, taxes, and accounting. Every staff member we work with is friendly, knowledgeable, and helpful and we couldn't have been happier. Plain and simple, we greatly appreciate our relationship with Cordell, Neher & Company.

Dale Foreman

Foreman Fruit Company

Prompt, thorough and most importantly, accurate in advice and filings.

"We have trusted Cordell, Neher as our accountants for over 25 years. Our orchard operations are complex and the issues we face often require specialized knowledge. Recently we have had tax issues involving foreign citizens and investors from around the US. Our accountants have always been prompt, thorough and most importantly, accurate in advice and filings. I am happy to give them the highest recommendation."

Linette Gahringer

North Central Region EMS & TC Council

Met our every accounting need and exceeded our expectations.

"The QuickBooks® expertise Cordell Neher has provided our agency has been invaluable. The level of QuickBooks® knowledge and the accessibility to receive personal attention from their team has met our every accounting need and exceeded our expectations. We look forward to continuing our professional relationship with Cordell, Neher and their team of experts for years to come."

Mary Ann & Bill Bullock

Bullock Orchard, Inc.

Professional and courteous service.

"Cordell, Neher & Company’s payroll division has been doing our orchard payroll and quarterly payroll reports for the past 8 years. We are very pleased with the professional and courteous service that is always provided to us. Our payroll is processed in a very timely manner, it is always accurate and we only write the checks! We would never go back to processing our own payroll again! Thank you Cordell, Neher & Company."

Chandra Villano, ND, LMP

Vibrant Heath Services

Cordell, Neher, & Company is invaluable and superior.

"As a newer small business owner, the service that I receive from the Payroll – Quickbooks department at Cordell, Neher, & Company is invaluable and superior. My payroll accounting is timely, always correct, and if I’m not up to par with something, I’m set on track. I’ve had numerous one-on-one Quickbooks sessions and I was patiently taught to understand what to do for my business tracking in the future, for myself. I experienced above and beyond assistance with my online payroll when a confusing situation arose from my previous bank being taken over by a new bank. I am more in control of my business accounting, and I sleep better at night knowing that this knowledgeable staff is there to support the health of my business."

Barbara & Dick Yarger

Accuracy and punctuality.

"As small business owners we rely on the accuracy and punctuality of the bookkeeping services at Cordell, Neher and Company. This allows us to put our time and energy into other aspects of the business. We highly recommend their services."

Roger Bumps

Davis Furniture & Bumps Properties LLC

Cordell, Neher and Company has become a valued asset to me and my family.

"Cordell, Neher and Company has become a valued asset to me and my family. We have received much advice on both a business and personal level. They have been able to put together a team of talented professionals. I can give this firm a strong recommendation."

Dave Spies

Columbia Breaks Fire Interpretive Center Board President

Cordell, Neher & Company, PLLC generously dedicated their time and enthusiasm to support Columbia Breaks. This wonderful, positive group not only completed a significant number of tasks but did so with incredible pride and thoroughness. What they achieved in one day would normally take our staff many weeks. It was evident that everyone enjoyed being part of the team. Simply put, they are just good people. Their commitment and dedication have truly inspired us to continue our mission. The NCW community is fortunate to have such a dedicated partner supporting local non-profits.

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(509) 663-1661 - Wenatchee
(800) 767-7725 - Toll Free

(509) 662-5678
Fax Number

175 E Penny Rd #1
Wenatchee, WA 98801

P.O. Box 3068
Wenatchee, WA 98807-3068

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Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services^SM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services.^SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth Management.^SM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management^SM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Avantax Investment Services^SM and Avantax Advisory Services^SM are not affiliated with CNC Financial Group, LLC.