Keywords: establishment,finance,point_of_interest

Ambassador Wealth Management, LLC - Vancouver (WA)

Address: 🏡 7720 NE Vancouver Mall Dr #100, Vancouver, WA 98662
Phone : +1 (360) 314-6323

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJf-LC6yKllVQRQpBPeraOzLU

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Matt Pacione: Tyler was helpful, smart and got me the approval I needed. I called on a Thursday, money was in my account on a Friday morning. Easy paperwork and payment 45 days later.
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John Meerscheidt: Beatrice helped us understand the financial aid process from proper allocation of assets, to evaluation of the expected costs of various educational institutions, and preparation of the aid application package. Because of Beatrices assistance, our two children will get through college with a reasonable amount of debt. It has also been a pleasure to work with Beatrice and Judy.
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Mary Murray: Wow. My husband, who died 5 years ago, just got a letter from this "company". Obviously they do not know him at all. And there is no way to let them know to NOT contact him again, because their website triggered all of my virus protectors, and there isnt an email address
Shawn Weidmann - Raymond James - Vancouver
bfinegood: Shawn is wonderful. Knows finances so well and appreciates his clients.
First Command - Vancouver
Emily: Financial advisor Samantha Darnell at this location *allegedly* recommended my husband take out a whole-life insurance policy from Liberty National, which is an incredibly poorly rated and often fraudulent company. Whole-life insurance in general is basically a scam (except in very specific instances), and there is NO REASON whatsoever that a young, healthy, single (at the time) person should have been encouraged to take out a 200k whole-life policy ON TOP OF his military death benefit and his SGLI supplemental term life insurance. Additionally, this plan was represented as having a disability pay out benefit, when in fact the contract shows that it does not have this benefit. So my husband has been paying $112 a month for an unnecessary policy. Edit: some additional thoughts now that first command has responded - OF COURSE over 1/2 of service members have whole life insurance, when its being pushed by first command. That makes sense. I actually spoke to a former employee of first command, who stated she was told by management to "make the math work" to show that people need whole life insurance. So those "gaps" theyre talking about - it kind of sounds to me like they create them. Additionally, I never said that whole life insurance is *always* a scam. Do your own research. But most people dont need it. And if first command tells you that you do, you honestly probably dont. Id recommend seeking out an independent financial advisor who isnt incentivized for selling. Lastly, Ive done some more research into the company the insurance was from (Liberty National) and it is widely regarded to be a pyramid scheme, as well as to be predatory and sell people on insurance they dont need. It may have a blah blah blah whatever score with the BBB, but it also has TONS of user complaints.
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Chrissy Fletcher Cook: Tyler Robin is the best! Trustworthy and personable!! He cares about his clients.
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Scott Harbick: Wendy & team are very responsive and professional! Cant recommend them enough. Weve been in business for years and Financial Connections is our go-to for any payroll or bookkeeping related activities. They keep our books organized. Dont fall victim to being a do-it-yourself-er -- hiring a professional pays dividends!
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