Keywords: establishment,finance,point_of_interest

Pacific Northwest Wealth Management - Vancouver (WA)

Address: 🏡 4400 NE 77th Ave #275, Vancouver, WA 98662
Phone : +1 (360) 342-2029

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJp1wRy5avlVQR81CkC8XZR0w

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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.
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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.
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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.
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Tred Smith: Upon my arrival at this location, I was greeted by a woman with long black hair, but her demeanor was not amicable. She was not only rude, but she also made it appear as though she was asking customers for assistance, rather than being courteous. I would advocate for management, but not at this stores level, as I suspect that the supervisor is complicit in this fraudulent enterprise.
Navigate Wealth Strategies - Vancouver
jim price: Your missing out if dont have these guys and gals handling your retirement portfolio. Exceptional group of people that really care about your future plans financially. Totally trust this group and to be honest Rick has made my portfolio for retirement grow and he knows when to be safe with your investments
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Cam Kay: This business is located in the Elks Building which was built in 1911 and added to the National Register of Historic Places in 1983. This is a beautiful historic building and a must see.
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Rachel Goodwin: I have used 4 or so different advisors in the Portland area and Ben is by far the best. I feel like Ben genuinely wants to make me money. Super low fees for the work he puts in.
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