Assisting clients in achieving their financial goals through comprehensive, objective advice for over 30 years. Please see our Client Relationship Summary (Form ADV Part 3) for important additional information about our firm. We believe our client-first mentality and other core values make for a different kind of client experience. Answering life's big financial questions regarding saving and retirement may seem daunting in light of increasing complexity. Our process aims to simplify.
Services
Matt Yeiter is NorthWest Financial's President and a Financial Planner. In his role as President, he oversees the management of the firm and leads a team of service-oriented, knowledgeable, and professional colleagues. As a Financial Planner he works with clients to develop a financial plan that meets their goals.
NorthWest Financial Services exists for a very simple reason: to help our clients achieve their goals. Perhaps never before has trust been so important in financial relationships and yet never has it been so frequently broken. We understand the high degree to which our clients depend on us to do what is right for them, and we believe that we are legally and morally bound to keep their needs first.
We conduct an initial complimentary meeting with a potential client to gather data, identify goals and determine how we can be of service. The individual or couple can then decide if they would like us to build a comprehensive plan, which we would present at a follow-up meeting. At that point, the prospective client may choose to engage us in an ongoing financial planning relationship.
We serve individuals and families from all over the United States (as well as some internationally). Our client base includes a wide variety of profiles: young professionals to retirees, small-business owners to corporate executives. We like to say that we provide advice on anything that has a dollar sign.
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