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Our History

Northwest Planning & Investments is a locally owned firm with a mission of helping our clients achieve their financial goals. Many of our clients have been with us for over 40 years and for generations.  During that time we have had affiliations with Interpacific Investors, Columbia Pacific Securities, Ragen MacKenzie Investment Services, First Allied Securities, and now Cetera Advisors.  But all during this time we have remained locally owned and operated.  Our advisors are well known in the local community. We are conveniently located in downtown Centralia, at the corner of Main Street and Washington Avenue. Our advisors and staff together provide a wealth of knowledge and experience to assist you and your investment needs. We realize in addition to our financial management experience, investment resources, and skilled advice, the foundation to building trust is achieved in personalized service and responsiveness.

Working with Northwest Planning & Investments not only means teaming up with an experienced advisor, but working with an advisor who is dedicated to helping you navigate a complicated and ever-changing investment landscape.