Keywords: establishment,finance,point_of_interest

Westface College Planning - Vancouver (WA)

Address: 🏡 720 SE 160th Ave Ste 103 #512, Vancouver, WA 98684

Phone : +1 (360) 818-7728

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJm-D5rRaij4AR6p02sy2bjgA

Where is Westface College Planning 🏡?
720 SE 160th Ave Ste 103 #512, Vancouver, WA 98684
What is the phone number Westface College Planning 📱?
(360) 818-7728
What Clients Are Saying about Westface College Planning (on GG)

5 /5 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.

5 /5 Tila Bibliowicz: "Beatrice is an expert in all areas of financial aid, paying for college and the financial appeal process. She and her team are professional, knowledgeable, responsive and a pleasure to work with."

5 /5 Nichole Kucher: No matter how much you think you know about the college application and financial aid process, you simply cant get the kinds of offers that Beatrice can get for you. Beatrice is truly a master of the college process!

5 /5 Bill Marquardt: I appreciate Beatrice’s attention to detail, deep knowledge of the college financial aid process, and her proactive approach to helping our family find the best value.

5 /5 Celia McGuinness: Beatrice and Judy have helped me immeasurably through two kids in college and now theyre helping me understand my options for repaying loans. There is no substitute for having Beatrice on your team. Retaining Westface means peace of mind.
Convenient Location
GG map: https://www.google.com/maps/place/?q=place_id:ChIJm-D5rRaij4AR6p02sy2bjgA

Others Near Vancouver,WA

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.

U.S. Bancorp Advisors - Financial Advisors: Tyler Robin - Vancouver

Chrissy Fletcher Cook: Tyler Robin is the best! Trustworthy and personable!! He cares about his clients.

Financial Connections, LLC - Vancouver

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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Edward Jones - Financial Advisor: Michael D Wade - Vancouver

Lauren Harrison: Great trustworthy people. Been managing my families investments for years.

Edward Jones - Financial Advisor: Mike Hill, CFP® - Vancouver

Burton Walters: Mike was amazing. My wife and I did not have any retirement plans or path to a secure financial portfolio. After meeting with Mike we now feel confident in the path he has laid before us. If you’re looking for an amazing financial advisor then you have to go with Mike.

Ameriprise Financial - Vancouver

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Wheatland Bank - Dayton

Dena Cave: Just opened up an account here. Excellent service, friendly bend over backwards folks!! Treated like royalty. Judy especially knowledgeable, professional and answered all our banking questions. I checked out other banks but this ones the best!!!!! Go there!!!!!