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Over 365 reviews for
Kalama Financial Planners from people just like you.

reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

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Financial Advising reviews in Kalama


Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Kalama Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.

Kalama Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Kalama Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.

He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.

They overcharged by $2079. They told me they were selling precious
Kalama Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.

I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Kalama Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.

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.

Kalama Financial Planners Provider Name Locked
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.
Kalama Financial Planners Provider Name Locked
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
Kalama Financial Planners Provider Name Locked
to others.
- Ellen C.

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.

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

Toews, Terrill & Associates

10220 SW Greenburg Rd

United Gold Direct

2945 Townsgate Road

Vaerdi Financial

1001 SW 5th Avenue, Ste 1100

Waddell & Reed

400 E Mill Plain Blvd Ste 100

Young & Meyers PC

1580 Valley River Dr Ste 270

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