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  • Only 15% of Kalama Financial Planners are reliable
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Over 292 reviews for
Kalama Financial Planners from people just like you.

"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Local Articles in Kalama

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

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A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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Angie's Answers


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Financial Advising reviews in Kalama


fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.

I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.

Recently, I had a visit with
Kalama Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Kalama Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Kalama Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Kalama Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.

Kalama Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Kalama Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Kalama Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Kalama Financial Planners Provider Name Locked
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Kalama Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Kalama Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Kalama Financial Planners Provider Name Locked

as your financial planner.
- Michele B.

Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.

Kalama Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Kalama Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Kalama Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.

After getting to know us as a person,
Kalama Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Kalama Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.

My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Kalama Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Kalama Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Kalama Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners in Kalama, WA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

Academy Mortgage

3000 SE 164th Avenue

Academy Mortgage

10001 SE Sunnyside Road

Allegiant Group Inc

189 W Clarkston Rd

AMG Legacy Planning

10100 W Sample Rd

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Debbie Gardner State Farm

11711 NE 99th St, Suite 920

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

Edge Multimedia

300 NW 8th Ave



Edward Jones

7326 N Leavitt Ave

Edward Jones

1750 Blankenship Rd # 220

FIC Capital

205 SE Spokane St


124 N 1ST ST

first class Debt Consolidation

205 North Main Avenue

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410


9430 SW Coral St

Freyman CPA, P.C.

40 Exchange Place


25275 SW Meadowbrook Ln

Get and Stay Fit

4343 SE Francis St

Gresham's Tax Settlement Advisors

77 Northeast 4th Street


20275 Honeysuckle Dr.



Human Investing

5335 Meadows Rd Ste 450


3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

James W Flad CPA

PO Box 25345

Kathy Landers State Farm Insurance

6680 NE 159th Ave


5885 Meadows Rd Ste 850

Lettin & Company, Inc.

25415 SW Meadowbrook Lane

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MBSI - DBA: Kiel Mortgage

604 Oakesdale Ave SW


4800 SW Macadam Ave

Northwest Money Source

920 SW 6th Ave., Ste. 223

Oregon Legal Center

2875 Marylhurst Dr.

Palouse Credit Consulting

801 Ringo Rd.



Pinnacle Mortgage Solutions Inc.

1489 W. Warm Springs Rd

Portland Debt Consolidation

214 Northwest 4th Avenue



S P Johnson Group

2025 Delaware Ave

Simple Lending

1631 NE Broadway #514

Sloy Dahl & Holst Inc

1230 SW 1st Ave.



SRM Advisors

6600 SW 92nd Ave

Start Now Tools

6901 SW Florence Ln

StoneRidge Wealth Management

8625 SW Cascade Ave

Summit Financial Inc

615 Pasco Pl NE

The Borden Tax Law Group

4425 Northeast Broadway Street

Vaerdi Financial

1001 SW 5th Avenue, Ste 1100

Waddell & Reed

16219 SE 12th Street Ste 203

Young & Meyers PC

1580 Valley River Dr Ste 270

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