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Financial & Investment Services

WSS Wealth Management
     708 Superior Street, Sandpoint, Idaho 83864
Helping clients create personalized strategies to meet financial goals, enhance and protect their wealth, and plan for the future. Contact us for a free initial consultation.
 Phone: (208) 265-5959
Website: https://www.wsswealthmanagement.com/
Email: Click to send email
Map: Click for Google Map


Bea Speakman Farm Bureau Insurance Agent
     920 Kootenai Cut Off Rd, Ponderay, Idaho 83852
Insuring the North Idaho Way of Life and Ensuring your Lifestyle. Farm, country, commercial, toys, auto insurance all in one policy. Local one stop insurance designed for Idaho.
 Contact Name: Bea Speakman
Phone: 208-263-3161/208-627-7799 cell
Website: https://www.idfbins.com/insurance-agents/ponderay/bea-speakman
Email: Click to send email
Map: Click for Google Map


Gateway Financial Group
     515 Pine Street, Suite D, Sandpoint, Idaho 83864
Since 1994, we have strived to be the lead financial advisor through honesty, integrity, and deep professional knowledge. We get to know you on a personal level and explain things clearly.
 Contact Name: Ron Denova or Trudy Leen
Phone: 208-946-5002
Website: https://mygfpartner.com/sandpoint-idaho-office/?doing_wp_cron=1571760230.2840330600738525390625
Email: Click to send email
Map: Click for Google Map


State Farm Insurance/Erin LeVan, Agent
     509 N. 5th Ave ste C , Sandpoint, Idaho 83864
Licensed in Idaho and Washington. Auto, Home, Property, Business, Life, Health, Banking Products and Annuities.
 Contact Name: Erin LeVan
Phone: 208-263-7273
Website: https://www.erinlevan.com/?cmpid=EU07_BLM_0001
Email: Click to send email
Map: Click for Google Map


Capital Financial Consultants Group, Inc.
     123 S. Third Ave. Ste 8, Sandpoint, Idaho 83864
Financial planning, wealth management, retirement plans. The complete experience in one stop.
 Phone: 208-255-2766
Fax: 877-349-0174

D. A. Davidson & Co.
     805 Pine Street, Sandpoint, Idaho 83864
 Phone: 208-263-2010

Edward Jones
     303 Pine Street, Sandpoint, Idaho 83864
Serving individual investors since 1871. Stocks, bonds, CDs, Mutual Funds, IRAs, Government Securities, Tax-Free Bonds and much more.
 Phone: 208-263-0515

Edward Jones - Financial Advisor: Alyse Ruggles, CFP
     1305 Highway 2 West Suite B, Sandpoint, Idaho 83864
Providing personalized service and strategic planning that helps our clients find financial independence.
 Phone: 208-263-0346

Expat Tax Services
     708 Superior Street, Sandpoint, Idaho 83864
A specialization of WSS CPAs in Sandpoint, we provide tax services, tax filing and preparation for the American expatriate community. Living abroad? Headed there? Contact us!
 Contact Name: Williams Schiller & Styer CPAs
Phone: 208-265-5959
Website: http://expattax.services
Email: Click to send email
Map: Click for Google Map


Merrell, Mike CPA/Realtor
     303 N. Third Avenue, Sandpoint, Idaho 83864
 Phone: 208-610-4188
Fax: 208-255-4544

Spokane Teachers Credit Union
     Hwy. 95 and Kootenai Cutoff Rd., Ponderay, Idaho 83864
Offering e-statements, direct deposit, and online bill-pay. At STCU Credit Union, you're not just a member, but an owner as well.
 Phone: 800-858-3750

Summit Insurance
     301 Cedar St, Suite 203, Sandpoint, Idaho 83864
Providing quick, reliable service and friendly, knowledgeable insurance agents. We offer health, home, life, auto, business and liability insurance and look forward to finding you the best insurance package to fit your needs exactly.
 Phone: 208-265-9690

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