Demars Financial Group - Spokane Valley, Washington

Dillon R.

We enjoyed our first meeting there. Won’t be our last. They went above and beyond our expectations. David spent more than our scheduled time reviewing our financials and providing excellent feedback and guidance. We weren’t rushed. He was thorough. It was obvious he really cared about our financial health. He helped us tune some short term and long term goals.

Michelle H.

We love this group! We have had David counsel us on our financial plans for over 20 years. Recently, we were in extenuating circumstances. David was so kind, capable, thorough and conscientious. We needed help with amending previous tax returns, and dealing with a compromised financial situation and future. David was willing to give us the attention we needed right away, even fielding information over the weekend. We are so grateful for the expertise and efficiency with which he and his staff helped us at a difficult time. Would highly recommend for all financial planning needs, big or small.

Becky R.

My husband and I have relied on Demars Financial Group to handle the majority of our retirement savings since 2018. We have been very happy with the services provided and the investment growth we have seen, even amid the market crashes that occurred due to Covid and other factors.
The service I appreciate most is our annual meeting (more frequent if needed) with David Demars, where he walks us through our investment performance, forecasts what our portfolio values, social security income, and financial needs are likely to be in future years, describes tax implications inherent with withdrawal of funds, and helps strategize how best to support our children now and later in terms of gifts versus future inheritance. This gives us a clear strategy of how best to use our retirement funds and maximize our benefits.

Brooke L.

We had to make tough decisions in order to help our elderly parents. Taylor was honest and realistic about our situation. He was able to connect us with incredible resources and companies who were able to help us find the best living situation, prepare and sell a home in a very short time and even help with an estate sale and cleaning. Taylor and his resources were always available to answer questions and always were willing to go above and beyond to guide us. I highly recommend Demars Financial.

Marc &. D. S.

The beginning of retirement years can be unsettling when one attempts to organize their future. We put our trust with David Demars and his staff to help us with our investments and they have exceeded our expectations. After joining them over ten years ago we have been in frequent conversations, yearly and bi-yearly reviews as needed to guide us in making the proper decisions with our investments. Everything this staff does ensures our trust in them that they will help us make wise choices to ensure we have a comfortable retirement. Thank you to David and all of his staff!

McKay D.

Professional, personable, and experienced! Demars Financial Group’s decades of experience reflect their ongoing commitment to customer experience and customized financial planning. David and Taylor have helped us navigate everything from financial planning to tax strategy while keeping us on track and informed with personal check ins and economic weekly newsletters. Whether just starting a nest egg or getting ready to use it, Demars Financial Group wants to help clients do it all.

Couldn’t be happier with how we’ve been taken care of! HIGHLY recommended!!

Anthony W.

I couldn't be happier with the exceptional service I've received from Demars Financial Group. From the very beginning, their team has demonstrated a deep understanding of my financial goals and a genuine commitment to helping me and my family achieve them.

What sets Demars apart is their personalized approach. They took the time to get to know me and my families unique circumstances, tailoring their advice to fit our specific needs. Their expertise and guidance have been invaluable in navigating the complexities of financial planning and retirement preparation.

I've gained increasing confidence in their recommendations and have been impressed by their professionalism and transparency. I am grateful of the time and effort I have saved, as well as, the peace of mind knowing my financial future is being managed by truley caring and skilled people. They've consistently exceeded my expectations and have become a trusted partner in my financial journey.

If you're looking for financial services and want a team that truly cares about your well-being, I highly recommend Demars Financial Group. Their dedication, knowledge, and personalized service make them an invaluable asset.

Stacey K.

My husband and I have been working with this amazing group for over 10 years. We couldn’t be happier with David Demars and his team of advisors. They are beyond knowledgeable, ethical, responsive and hardworking. We never worry about our investments because they take care of everything and have our best interest at heart.