Mike has been my financial adviser for about 8 years now. He was recommended to me by a friend…read morebecause of the way he takes time to personally engage with his clients and walk them through all options for their desired future outcomes - including pros and cons of each one. This was very important to me, as I need to understand the why and the how behind the decisions I make. From the get go, I could tell Mike's heart was coming from the right place, and he truly had my best interests in mind. Krista joined Mike's team very early in my time with Mike, and she has been an amazing partner from the start. They've seen me through two home purchases, a marriage, a career change, and expanding my family. There are a lot of decisions to be made through all those events, and they've never let me down. So when Mike and Krista left their "large company" employer to start their own Wealth Management Company, there wasn't a chance that I wouldn't follow them. Once you find a trusted financial adviser, you stick with them. I would (and have) recommend Mike and Krista to everyone, especially those looking for someone to help guide you through your future, including all the changes that happen along the way.

I called to see if he was taking new clients for filing taxes. His assistant was rude and…read moreunhelpful. I didn't bother to leave a message because I already was turned off from the experience...

I've worked with Gar for a few years. He knows his business, is responsive, detailed, organized and…read moreis easy to work with.

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 was speaking with Charles Carroll at a colleague's dinner party recently and in about 3 minutes…read moreof me talking about my concerns with my financial situation he had given me a debt restructuring suggestion that while simple is now a short time later saving me about $550. every month (and will continue to do so for a few more years). Needless to say, my partner and I are OVER THE MOON about this. I am actually very knowledgeable about investments, debt, financial structures, etc. but somehow I had previously missed the strategy that Charles recommended.. Charles, we can't thank you enough.

I've been coming to Charles for about 5 years now for financial advice. I have a complicated…read moresituation with various streams of income, business ventures, and some unique goals but Charles' advice has always been spot on. Charles spent the time to fully understand my situation and has always been very careful to look out for my best interests. One thing I particularly like about Charles is that although he is cautious, he is also very calm, which is exactly what I need when trying to decide on a course of action for my finances. Before getting advice from Charles, I had a financial advisor from one of the "big" Portland financial firms for a few years but it eventually became clear that my advisor had a conflict of interest in the sense that, if he sold me on a financial product, he would get a commission, regardless of whether the product did well for me (by the way, that same advisor also gave me some erroneous advice on student-loan deductions that turned out to cost me thousands). When my former advisor eventually tried to sell me on a very expensive "investment-grade" life insurance policy I decided to get a second opinion and came to Charles and have never looked back! Charles and his team are professional, friendly, and committed to sustainability. But most of all (for me anyway) I feel like I have always gotten the right advice for my situation, free of any conflicts of interest. I couldn't recommend him more!

I definitely do not recommend CB Solutions. At one point they might have been a great company but…read moremy experience with them was horrible. I first contacted CB Solutions in January of 2019 about basic cleanup of my Quickbooks Online Account. I run a retail business and wanted help with some basic questions about how it was auto-importing. They responded in a few days and we chatted more. They asked for access to my Quickbooks Online so I gave it to them so that they could do a look and give a quote. A few weeks later I had heard nothing from them so I contacted them again. They told me they needed my bank statements then (which seemed odd since it was all auto-imported) but whatever. No word for another few weeks. Contact them again, they finally five me a quote on the March 12th over a month and a half after I first contacted them. Mind you, they've already done some work at this point. They quoted me $2000, and I paid $1000 upfront. I should have never paid them a dime. I ran into constant frustrations of them not responding to me in a timely manner. They never reached out to me unless I contacted them first. They also continually screwed up my books. I kept given them very specific numbers to be added to my Quickbooks or numbers to be corrected, and they CONTINUALLY failed to change them, or would change them to something that I didn't say. Again this was done only after I would log into my Quickbooks and see they had entered the wrong info, then they'd edit it, not tell me they had "fixed" it and I'd go see it a day or two later and see they had done it wrong again. This cycle happened up until April 11th, 4 days before taxes were due. On April 11 (over 3 months since I first contacted them) I sent them an email essentially saying that I was not happy, that my books still weren't done, that a bunch of stuff was still messed up even though I had repeatedly told them to fix the things, and that I was finding someone else to finish my books. They responded almost instantly and told me that they would have everything done by tomorrow. At which point they fixed like the 5 things that were messed up and sent me an email saying they were done within a day. Ugh, why couldn't that have happened back in February! I talked with one of their employees about the email and bill and said I didn't feel like I owed them more due to the fact that they didn't do it in a timely manner, they didn't do it right, and that I had to CONSTANTLY bug them. He said they would talk about the bill and send me a bill and explanation of why they felt I still owed them or didn't. It's now May 1st and I got an email last night that was automated from their billing system saying I owe another $1000 (with a 20% discount due to "delay in service") with no explanation, no apology, nothing. Just a bill and small discount. All this said, I DO NOT RECOMMEND THEM AT ALL! You will be frustrated, annoyed, waste your time, and waste your money. After all that I don't feel more confident in my Quickbooks numbers, I feel LESS confident. I had more of a headache than if I had just spent the time to do this all myself. What a nightmare.

Collaborative Business Solutions, LLC has done the books for my company for about a year now and I…read morecannot recommend them enough. They are always prompt, accurate, and easy to work with. They are very knowledgable and always available to answer my questions or help clarify something. My business is now growing into the State of Washington and they are now helping us navigate through the requirements of paying taxes, etc. in another state. It is a huge relief to know that I have them focusing on these important "back office" issues so I can focus on operating and growing my business.

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.

Mr. Molvi is great. He took the time to listen to my issues and reassured me they weren't as great…read moreas I thought. He had a plan for both by business and personal taxes and saw that not only I got every break, but a number I hadn't even thought of. He set a plan that has made this year even easier and just reviewed my numbers to date and gave me advice on how to maximize my profits. He was thorough, professional and very personable. He is reasonable for his time. I'm glad I found him. I feel his is a part of my business.

I used George's office for my taxes this year. They did it quickly and accurately - got a huge…read morereturn. Would recommend!

Dimov employees are very skilled and quick to respond to my questions. Very, very professional.read more