Keywords: establishment,finance,point_of_interest

Richter Financial Partners - Vancouver (WA)

Address: 🏡 703 Broadway St UNIT 605, Vancouver, WA 98660
Phone : +1 (360) 397-4392

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJD2ffrrGolVQRvjDzuC6gRe8

Others Near Vancouver,WA

De La Torre Wealth Strategies - Vancouver
Jeremy Friedland: I have been working with Gaston for almost two years now, and am very impressed with how up to date he is with my financial portfolio. The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, Im pretty sure he keeps his calendar full with lots of other clients. I would recommend sitting down with Gaston and let him show you how to be smart with your money.
Anchor Financial ~ A Five Rings Financial Agency - Vancouver
Darina Neyret: The great thing about Nicole and her business is that she is truly building community and she finds such joy in that. Its sincere and its full of integrity. The women who gather in her Wine, Women & Wealth evenings are all uplifted, supported and educated about their relationship to money (and their autonomy). Thats why I love sponsoring these meetings once in a while. I believe in what shes doing and love meeting the people that she brings together! Yay Nicole, never stop
Jett Hoskins - Raymond James - Vancouver
Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC - Vancouver
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Lendmark Financial Services LLC - Vancouver
Rachel Frankel: As an Independent dealer, we have many choices for helping our customers access easy and affordable financing options. Joe and Shannen are wonderful people both as business people and on a human level. The company allows for a few past mistakes, while also allowing customers an opportunity to rebuild their credit and move past their past. At Lendmark, you can expect a personal approach and a level of care and consideration on an intimate level. Your business is appreciated and service is their super power. Thank you for always being a part of our Lending team. ❤️
Maxem Wealth Advisors - Vancouver
Jessica Sublette: Impossible as a beneficiary. They make the process impossible to navigate, at a time when a little compassion would go a long way. If you ever want your loved ones to obtain access to their inheritance, steer clear.
Clive Financial Services Inc - Vancouver
Grace Easter: I would recommend looking for another tax professional. The process of completing the taxes went great, but Clive never filed my OR State tax return. I was expecting a sizeable return that was going to help pay for a new roof and some structural issues in my new home. After two months and no return I sent a secure message through the company portal which I had used during the initial filing, the responses then were very quick. After a week with no reply, I called 3 times & left a voicemail. Another week passed and still no call back or message. Then my husband called and Clive answered right away. I was given the phone since I knew all of the details. Clive tried to blame me for the taxes not being filed and said "we mailed the paperwork to you so you could file" and my response was "no, I vividly remember you were going to electronically file which I did not know was possible with those specific tax forms, I went back and told my mom there is a way to e-file because shes been mailing in for 30+ years." He then proceeded with "okay well Ill file it right now while youre on the phone." Which he did. I then asked if there would be a penalty for my taxes being 2 months late and he assured me there wouldnt be anything to worry about. That was over 2.5 months ago and I still have not received my refund and the OR State Tax website is saying there is a 10-30% penalty for late taxes. Im very upset that Clive was unresponsive and then tried to blame the situation on me when it was not in any way my fault. He also misinformed me about any penalties incurred with late filing. I even tried to contact him again to see if he could check on the status and no one answered.
Columbia Associates Wealth Management Group - Vancouver
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