Keywords: establishment,finance,insurance_agency,point_of_interest

City Fiduciary Group - Vancouver (WA)

Address: 🏡 1111 Main St #700, Vancouver, WA 98660
Phone : +1 (360) 694-0159

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJM5d6mC-vlVQRuOVeR2FCYTE

Others Near Vancouver,WA

First Pacific Financial - Vancouver
Stephie Borgford: I gave First Pacific in Vancouver, WA a fair go—and it turned into one of the most stressful, uncomfortable experiences I’ve ever had with any professional service. When my longtime financial advisor left the firm, I initially made the decision to follow him. But before I could act on it, I was contacted by Julianne, who had just taken over my account. She pressured me heavily to stay with First Pacific and, after several emotionally charged conversations, convinced me to remain. I later came to regret that decision. Julianne spent much of our time making inappropriate, personal remarks about the advisor who had left. She told me—repeatedly—that he didn’t have my best interests in mind. This, despite the fact that I had worked with him for five years with excellent results. Meanwhile, she had known me for less than three days. That kind of statement wasn’t just presumptuous—it was wildly unprofessional and out of line. The entire situation felt like being dragged into a workplace breakup. She took petty shots, fixated on irrelevant details, and stirred up drama that had nothing to do with me. I wasn’t there to pick sides—I was there for financial guidance. Instead, I was manipulated and made to feel that leaving would be a major financial risk. The emotional toll was significant. I lost sleep, and a special trip I took to New Zealand was overshadowed by anxiety and stress. All of this because I was pressured into doubting a trusted advisor and pulled into office politics I never asked to be part of. Operationally, the firm wasn’t impressive either. They shut down completely on Fridays during the summer, leaving only four days a week for client service. Communication was slow and the overall environment felt disorganized and reactive. Eventually, I left—and followed my advisor to his new firm. That decision brought immediate peace of mind and turned out to be one of the best choices I’ve made. First Pacific may work for others, but they showed me a level of unprofessionalism I won’t forget.
Harlow Wealth Management - Vancouver
kolobogs69: As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!
Pacific Northwest Wealth Management - Vancouver
Mark Kirby: Absolutely awesome!
Morgan Stanley Financial Advisors - Vancouver
Tiffanie Misclevitz: I would definitely recommend Michael Julian at Morgan Stanley for all your financial investment needs. He is extremely knowledgeable, informative, and honest.
Johnson Bixby - Vancouver
Elizabeth Cruz: Johnson Bixby, and especially our financial advisor Kim Baker CFP, have profitably managed our financial portfolio for over 10 years. While it’s been a successful professional relationship, it’s also become a valued personal relationship. Kim has come alongside the stages of our family from elementary school to college to semi-retirement. Together we’ve weathered job changes and moves. From the start Kim listened to us and respected the risk level that was acceptable to us. Her financial advice was always backed up with sound judgment that she explained well. Truly, Kim was a pleasure to work with. We wish Kim and her family all the best as she enters well-deserved retirement! Thank you Kim for your years of service to our family.
JAG Financial - Vancouver
Deborah Wakefield: We’ve worked with Joe Gaudio for more than a decade. He’s made the complicated, sometimes stressful process of planning for retirement a lot easier. And he’s extremely generous with his time, spending however long it takes to thoroughly explain our investment options, as well as the benefits and risks. We appreciate that Joe understands our goals and takes every opportunity to ensure that we successfully achieve them.
Blanchard Wealth Solutions - Vancouver
Forge Online Fitness & Nutrition Coaching: The Blanchards are a family of impeccable integrity and they are always clear with their advice. Jason Blanchard helped us review our pro-forma and financial projections and gave insightful and relevant feedback. He understands assets and how to maximize them!
Momentous Wealth Management - Vancouver
Raj P: We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.
Laurus Financial Group, LLC - Vancouver
Susan Pedersen: This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.
Vertical Wealth - Vancouver
B.Team: admin@beautihost.com