Reviews for Five Pine Wealth Management

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  • September 2025

    Great folks to work with. Very knowledgeable and very personable. They tackle any problem or unforeseen issue until it
    is resolved. They offer great advice and financial planning.
    Sorry we did not start working with them years ago but are certainly glad we are with them right now.
    We recommend them very highly.
    They are the absolute best !!!

  • September 2025

    Ben and Jeremy are honest, approachable and very professional. They take great pride in getting to know clients and listening to each individual’s goals for investing and retirement. Honestly, they are the best fiduciaries I have ever worked with - by far. I wouldn’t have anyone else handle my investments and I refer all my friends and family to them as well. Thanks guys for all you do!

  • October 2024

    I am very pleased with Five Pine Wealth Management. One thing I really appreciate is their initiating the call to get together to review my investments each year. Also if I have any questions, they are always good about getting back to me in timely manner.
    They also just real nice folks to deal with.

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    Five Pine Wealth Management

    250 Northwest Blvd Suite 111, Coeur d'Alene

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