My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

Overzealous sales calls - they appear to rotate phone numbers to defeat call-blocking.read more

They consistently underperform the market while charging a 1.5% fee. Also they put you in their own…read morefisher funds to collect annual and maintenance fees. They claim they are a fiduciary but clearly they are not. I closed my account after 10 years, they did me no benefit.

I had a brief conversation with David seeking advice on some inherited property. He was very clear…read morein his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.

I called David out of the blue to discuss a better approach to managing long term debt vis-a-vis…read moreretirement saving. While my needs aren't quite in line with David's central specialties (I'm also outside of his typical client age range), he was more than willing to have an honest and engaging conversation with me to help point me in the right direction. I could easily tell that David is a measured, articulate advisor even after only speaking with him briefly. I felt comfortable sharing information about my financial situation as well as my aspirations, and received the assurance I was looking for to make decisions I'd been struggling to make on my own. If you find yourself even unsure about whether or not you should reach out, hesitate no longer. You have nothing to lose and I'd wager a great deal to gain.

Matt and his team are exceptional. Expert advice, responsive, approachable, informative, and…read morehelpful are just a few words I'd use to describe them. If you're looking for a new advisor, I highly recommend Matt and Fort Vancouver Investment Management. Financial planning can be overwhelming, but with this group you feel empowered and educated, not intimidated.

From the owner: At Fort Vancouver Investment Management, we help individuals and families thoughtfully plan for and…read morenavigate through retirement. Our specialties include portfolio management, generating retirement income, and offering financial planning with a strong emphasis on minimizing taxes and investment costs.

After years of neglect, my retirement plan was in tough shape. After conferring with co-workers…read morethey highly recommended I speak with Pia Meyer. At our first meeting Pia put me at ease with her knowledge and common sense investment advice. We have continued to grow my portfolio and I couldn't be happier with its direction. Pia has always been available to answer my questions regarding existing trends or emerging markets in investing. She exemplifies outstanding professionalism within her field while guiding me throughout my investment/retirement plan. I'm thankful to have Pia Meyer as my investment partner and advisor.

Pia helps me with a retirement account for myself and my employees. Pia is very knowledgeable and…read moretouches base often with updates, information and just to check in. Both my team and I appreciate Pia and we also appreciate the fact that our investments are earning an above average return. I would be happy to recommend Pia and her team (Bethany) to anyone.

Atlas financial servi've been stealing from my bank for almost 2 years. And I just found it out…read moretoday when I get a message and they send me a ledger of everything they have charged my bank and when I told them that I had canceled the subscription, not even 20 4:00 after I started the 7 day free trial. And even though I haven't been in that account since that day, in 2 years, they're not only refusing to give me my money, but they're taunting me online and Daring me to do whatever it is, I have to do to get my money back. And they're not even denying that they stole it from me and that they illegally obtained it fraudulently, they didn't even deny it. And then they tell me that I better have proof even after I just told them that there's customer services was slow enough to not pay attention to what they were doing, and they sent me all. The ledgers that I needed To not just press criminal charges, but to file a laws. Uit and they're still refusing to just rightfully return every penny. They took they think it's funny. They think there's nothing that can happen to them when they steal from people when they don't shut down the account when they've been told to buy the customer and then left it open to bleed the customer drive. And then they think it's funny. I need all the help I can get. And I've got every bit of evidence and I've got the 2 years worth of proof even they, at times had said in their Gmail there, shut my account down over the past 2 years and never did they just kept opening it. The second that money would hit my bank. They would my account would go from closed to open again without me doing it. So there's any lawyers out there I need you. Because I already sent all the information to the f b I uptown , des moines here where I live and over to the police department , but i'm not gonna stop until I get every dime in they get prosecuted

Tes it's easy to get started. Then they screw you. I opted to close my account to not deal with…read moretheir scam. They were polite at first after that request was made, even told me I would be refunded the $23.99 that was deducted from my bank account. I graciously agreed. Once I confirmed my account was indeed closed I was told no refund, SORRY. DON'T do it!!!

Clear View, organized our finances. They helped us save money and reveal things we could improve on…read morealong with helping set up for the future. We will recommend them to everyone! Especially after watching older members struggle in this area.

They did a great presentation to our group. Check them out. Don't wait till it's to late,setup your…read moreaffairs now. Fees are reasonable, especially compared to what lawyers charge.

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

Have had a fund with them for over 6 years, and now moving it to another company…read more They do not return phone calls and cancel appoints with no reason given. Echoing other reviews, as they have made over 1% over the last 6 years and have done nothing to earn it. Years ago they where a Fiduciary financial advisor, but I no longer see that statement on their web-site.

I have to echo the other review. Northwest Financial and in particular, Jason Lambert, have done…read morenothing to earn their 1.5% fee for the past couple of years. I have one investment that has lost about 80% of its value and I've not heard one word from them. We emailed them twice, asking for a meeting and never heard back. Finally called and scheduled a meeting but we are done. Going to try out an investment advisor that wants to work with us and for us. Very disappointed in Jeff and his crew. They talk the talk, but fail to deliver.