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Top Rated Financial Advisors

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Over 419 reviews for
Kalama Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

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Financial Advising reviews in Kalama

A

Rating
Kalama Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Kalama Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Kalama Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Kalama Financial Advisors Provider Name Locked
on
Kalama Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Kalama Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Kalama Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Kalama Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Kalama Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Kalama Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Kalama Financial Advisors Provider Name Locked
, is very warm and professional.

Kalama Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Kalama Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors 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

10001 SE Sunnyside Road

Academy Mortgage - Vancouver

8100 NE Parkway
Vancouver

Allegiant Group Inc

189 W Clarkston Rd

AMG Legacy Planning

10100 W Sample Rd

BetaFrontier, LLC

156 W Superior St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Cardinal Advisors

117 Edinburgh South Drive Suite 280

CFG Wealth Management

8440 SW Canyon Lane

Charlie Foster - COUNTRY Financial

16821 SE McGillivray Blvd
Vancouver

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

4300 NE FREMONT ST

Edward Jones

7326 N Leavitt Ave

Edward Jones

1750 Blankenship Rd # 220

FIC Capital

205 SE Spokane St
Portland

FINANCIAL NETWORK

124 N 1ST ST
Kalama

first class Debt Consolidation

205 North Main Avenue

First Priority Financial NMLS 3257

1500 W 4th Ave Ste 410
Spokane

Fluence

9430 SW Coral St

Freyman CPA, P.C.

40 Exchange Place

FUSION TAX & WEALTH MANAGEMENT

25275 SW Meadowbrook Ln

Get and Stay Fit

4343 SE Francis St

Gresham's Tax Settlement Advisors

77 Northeast 4th Street

Guild Mortgage

16100 NW Cornell Road,

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HOMESTREET BANK

601 UNION ST
Seattle

Human Investing

5335 Meadows Rd Ste 450

iBank

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
Vancouver

KNIGHT FINANCIAL

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
Renton

NORTH STAR RESOURCE GROUP

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.
Palouse

PEARSON FINANCIAL GROUP

5665 SW MEADOWS RD

Pinnacle Mortgage Solutions Inc.

1489 W. Warm Springs Rd

Portland Debt Consolidation

214 Northwest 4th Avenue

ROGERS FINANCIAL SERVICES

2895 S. BEAVERCREEK ROAD, SUITE 200

S P Johnson Group

2025 Delaware Ave

Simple Lending

1631 NE Broadway #514

Sloy Dahl & Holst Inc

1230 SW 1st Ave.

SMITH BARNEY

121 SW MORRISON ST

Southwest Financial Services

8285 SW Nimbus Ave Ste 191

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
Renton

The Borden Tax Law Group

4425 Northeast Broadway Street

The Mutual Fund Store

10500 SW Greenburg, Suite 200

The Mutual Fund Store

305 SE Chkalov Drive, Suite 113
Vancouver

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
Vancouver

Young & Meyers PC

1580 Valley River Dr Ste 270

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