FINANCIAL SERVICES

Our Process

  • Discovery

    We’ll get to know each other, and you’ll meet our team. We’ll discuss your goals and current financial situation, including debt, cash flow, insurance, estate planning, investments, and more. We’ll gather all the information necessary to build your financial plan.

  • Implementation

    Once we’ve gathered the necessary data and consulted with experts like our in-house CPAs and insurance advisors, we’ll present our recommendations and review our proposed financial strategies. We’ll discuss a plan to retire, review your investment strategy, and more.

  • Review & Follow Up

    We’ll review progress toward your goals and schedule follow-up meetings, when necessary. We’re always available for a custom consult and will provide regular check-ins through each quarter and season. Our team is always available to you for a regular check-in, to listen to your questions, and put your mind at ease.

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

(509) 662-5678
Fax Number

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.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Home offices at 175 E Penny Rd #1 Wenatchee, WA 98801; phone (509) 663-1661.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Business Continuity | Important Disclosures and Form CRS

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