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    Inbundance Wealth Management

    4.4 (14 reviews)
    Open 9:00 am - 6:00 pm

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    Services - Inbundance Wealth Management

    Car and truck insurance

    Life insurance

    Homeowner or property

    1 More Service

    Vehicle

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    Recommended Reviews - Inbundance Wealth Management

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    7 years ago

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    16 years ago

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    Corey K.

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    13 years ago

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    12 years ago

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    Corey K.

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    11 years ago

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    16 years ago

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    Corey K.

    Thanks for the great feedback! We are glad to help!

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    9 years ago

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    11 years ago

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    9 years ago

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    11 years ago

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    Corey K.

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    10 years ago

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    15 years ago

    Thanks Corey for getting me the insurance I needed, and for saving me a few dollars as well.

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    16 years ago

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    15 years ago

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    Review Highlights - Inbundance Wealth Management

    Corey and his team put forth the time and effort to make sure there clients are prepared for the unforeseen.

    Mentioned in 11 reviews

    Read more highlights

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    Jared Dean - State Farm Insurance Agent - New home in Portland? Our State Farm team is here to help before move-in day. Call our office today to discuss home insurance...

    Jared Dean - State Farm Insurance Agent

    (75 reviews)

    Downtown, Southwest Portland

    Worked with a great account manager and customer service persons there. My wife and I have had a…read morelot of issues with our past State Farm offices in Florida and Rhode Island. But, when We got our policies transferred here at the beginning of August things have been great. They even reached out to me to let me know my credit card had expired. Jared and his staff had me come into and complete a state transfer meeting to review my coverage and explained why my previous coverage was inadequate compared to my last policy. The best part of that is my homeowners insurance is so cheap compared to FL and RI here in Oregon. I am looking forward to working with them moving forward and have no worries about anything in regards to my insurance. I did ask the staff about recent changes in staff and they did let me know there was a transition period before I moved to Oregon but the man I spoke to, I think his name is John; has been nothing but extraordinary. He took extra time with me and throughly reviewed all aspects of my life to make my wife and I really feel covered. Office location is great right in the downtown area near my work and the Hawthorne bridge. And a bonus was they were able to meet with us on a Sunday. That's unheard of where I come from. Top marks all around and I am not sure why or how these other people can say they have been unprofessional. Best experience in my years with dealing with insurance agents. I am going to recommend them to everyone I hear complaining about their insurance.

    They never answer the phone and never return calls (for me anyway) I have been a customer for many…read moreyears - I guess they just dont care anymore....

    Joshua Merrion - State Farm Insurance Agent - State Farm Logo

    Joshua Merrion - State Farm Insurance Agent

    (2 reviews)

    Alphabet District, Northwest

    Not transparent about pricing and billing, they try to force sell you every policy under the sun…read moreeven when you tell them you don't need it and just want basic insurance then they try to scare you into buying. Would never go back!!!!!

    I have been a State Farm client for over 30 years. Recently, my agent of the past 15 years must…read morehave retired or relocated because when I needed him, he wasn't there. Now this is not the fault of Mr. Merrion. I don't make a habit of checking or even reading most of my mail. Especially correspondence related to insurance. I suspect if I had, I would have known about my new agent. What I thought I needed was a copy of my insurance cards for my auto policy emailed to me so that I could go through DEQ and not get a ticket should I get pulled over for speeding again. Turns out some junkie stole my catalytic converter and made a mess of the undercarriage of my vehicle and the financial damage was over $2,000.00. So naturally, I filed an insurance claim and filed a police report. Thing is, I delivered my vehicle to Everette Street Autoworks at 8:00 am just as I told the insurance adjuster I would and fully expected that adjuster to be there as promised to inspect my vehicle, approve the repairs so I could get the shop moving on the repair. None of that happened that day. I reached out to Joshua to express my frustration and he was able to get the claims process in motion. My vehicle is currently being repaired. We had a phone appointment set up to go over my current coverages yesterday before I was even aware of my loss. Joshua explained my auto and condo coverages to me in easy to understand terms. Made some recommendations for changes that made a lot of sense and I feel more secure now than I did before. State Farm is far more affordable than all other competitors, Joshua provides excellent customer service and is approachable and available. 2021 - Review # 3

    Property Claims Attorneys

    Property Claims Attorneys

    (1 review)

    Northwest, Alphabet District

    Charles Perth Pearson Property Claims attorney…read more Title: Disappointing Experience I worked with attorney Charles Pearson on a homeowner-insurance matter after a fallen tree severely damaged my home during the bomb cyclone. Unfortunately, my experience was extremely disappointing. In my opinion, Mr. Pearson's representation fell below reasonable expectations of professionalism and client advocacy. I frequently felt that he did not fully understand or apply Washington insurance law and had to cite laws over and over. I often had to complete or correct work myself and was ultimately left without representation (because he quit) at a pivotal stage in my case. During the appraisal process, Mr. Pearson did not act in my favor. He did not hire a structural engineer, even though our written agreement stated that his office would retain and manage necessary professionals. The public adjuster he selected, Adam Blagg, performed poorly in my experience and often seemed to act in ways that were unhelpful or even contrary to my interests. I was left to coordinate critical tasks on my own while deadlines were approaching. This left me in financial and personal peril. Mr. Pearson did not help us with our ALE as he promised. IMO, He was weak with the insurance company and did not make the demands needed for our living arrangements. Leaving without the ALE we needed. Communication was inconsistent and fragmented. I sometimes went weeks without updates or responses. Important issues--such as expert coordination, requests for extensions, and protection during appraisal--were, in my view, mishandled. I later learned that disclosure of professional liability insurance, which clients have a right to request, was not provided. When I raised my concerns directly and asked for a resolution, the situation worsened. Mr. Pearson suggested that speaking publicly about my experience could lead to legal and financial consequences. I found this deeply troubling and, in my opinion, intimidating. I have since filed formal complaints with the appropriate state bars to have the matter reviewed through professional channels. (Perhaps this is why there are no other negative reviews about Charles??) This review reflects my personal experience and opinions, supported by correspondence and documentation. I am making complaints with Washington, Oregon, Florida, and Georgia, where he states has an active licenses. I strongly encourage anyone considering this attorney to verify bar status in all states claimed, confirm malpractice coverage in writing, and ensure clear expectations and communication from the outset, knowing he is out for him and NOT you.

    Inbundance Wealth Management - homeinsurance - Updated July 2026

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