Top 15 Financial Advisors in Vancouver, WA

Theresa Fleming Very knowledgeable and provides the most up to date plans for for all income levels.

Carley Wecks Using Maxem advisors for over 25 years, my husband and I have been more than satisfied with the professionalism and competency of this group as well as their integrity and care for us. They have become family and we have recommended several members of our family to this service.

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!

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

tom kamis This is the third loan Ive got through one main. This time I went in to get a little extra money on top.of a existing loan I had, they presented me with a different option I never even thought of. They gave me alot more money to pay off other loans and debts I had and basically put all my eggs in one basket. My payment is the same as all the other little payments put together, but I will save a ton in interest by only having one loan. They are fast and efficient and friendly, give them a try.

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.

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. ❤️

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!

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.

Anthony Emerson Exceptional Service and Support from Country Financial! I cant say enough great things about Country Financial and the outstanding service provided by Jason and Michele. From the moment I reached out, they went above and beyond to ensure I had the best coverage tailored to my needs. Jason’s expertise and professionalism made the process seamless, providing clear explanations and thoughtful recommendations. Michele was equally fantastic, always responsive, kind, and willing to go the extra mile to assist with any questions or concerns. Its rare to find a team that combines such personalized care, professionalism, and genuine dedication to their clients. If youre looking for a company that truly values its customers, I highly recommend Country Financial—and especially Jason and Michele! Thank you both for making this such a great experience!

Clint Walker Friendly and reliable service, they were patient and understanding with me because of my hearing, Ill definitely recommend One Main Financial to my friends and colleagues. Thank You Clint Walker

Tiffanie Misclevitz I would definitely recommend Michael Julian at Morgan Stanley for all your financial investment needs. He is extremely knowledgeable, informative, and honest.

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.

Jesse Hostetler First Pacific has always been happy to help while giving great explanations and making sure you as a client understand whats happening. 10 out of 10 recommend!

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.