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Over 313 reviews for
Kalama Financial Advisors from people just like you.

is incredibly easy to work with. He is attentive and listens to your ideas; he addresses your questions out of honesty in a comfortable way." When you have a question, he listens and goes over options until you both agree on what fits best for your scenario and goals.

-Joe D.

"He left us with a lot of info to consider & we will be getting back with him after our review with our current advisor. My thoughts are that although we might" not make any immediate changes, I do believe we will be investing with him in the near future. Initially we went to this seminar because it gave us some of the overall facts regarding Social Security & retirement - he knows his stuff.

-Rosellen W.

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Financial Advising reviews in Kalama


It went great - I've already recommended
Kalama Financial Advisors Provider Name Locked
to friends and family who are looking for a financial adviser. He is very detailed oriented and reviewed all my insurance and benefits to make sure I was getting enough coverage and making the right choices. He also helped me adjust my 401K plan so that the risk level was on par with what I was comfortable with.
- Mary B.

If you need help in avoiding foreclosure, I would heartily recommend
Kalama Financial Advisors Provider Name Locked
Colino of
Kalama Financial Advisors Provider Name Locked
. I have known
Kalama Financial Advisors Provider Name Locked
he moved to
Kalama Financial Advisors Provider Name Locked
from New
Kalama Financial Advisors Provider Name Locked
and have had many successful business
dealings with him. I know that he was a BBB Honor Roll recipient in New
Kalama Financial Advisors Provider Name Locked
due to his success in foreclosure prevention. As a Realtor, I
occasionally have clients facing foreclosure, and have recommended two
families to him for help. I have sat in on his counseling session with
one of them and was impressed with his full disclosure and the unique financial
plan created for them. The other family was equally pleased with the quick
reinstatement plan they received. I recommend his services to any
homeowner facing foreclosure.
Kalama Financial Advisors Provider Name Locked
, RE/
Kalama Financial Advisors Provider Name Locked
- Jon S.

Kalama Financial Advisors Provider Name Locked
and his team do a terrific job. They are very different from other financial advisors I have had, and in my opinion are much better. Not only is
Kalama Financial Advisors Provider Name Locked
a super smart advisor, but he is trustworthy. He has a great ability to think critically and to develop approaches that deliver great solutions for our financial needs. I cannot recommend his team more highly.
- Anthony W.

I was able to set dates for payment, so I could give my client my work in blocks.
I liked that the
Kalama Financial Advisors Provider Name Locked
system let me set up my own payment schedule, so I never had to wonder when I would be paid for my work. Since everything was direct deposited to my account, I also didn't have to deal with going to the bank or waiting on a check in the mail. I will definitely use them again.
- Ashley S.

Transaction went very well. Electronic escrow payment tool allowed me (the seller) and the buyer to exchange and inspect goods with payment held in escrow until acceptance.
Kalama Financial Advisors Provider Name Locked
's online tool was
Kalama Financial Advisors Provider Name Locked
to use and offered great peace of mind to both parties. Will definitely use in the future with any big ticket transactions!

Time Share transfers are costly and take time. These folks are Pros.
I've used
Kalama Financial Advisors Provider Name Locked
several times to transfer multiple time shares.

Kalama Financial Advisors Provider Name Locked
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended
Kalama Financial Advisors Provider Name Locked
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.
- Edward S.

My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
Kalama Financial Advisors Provider Name Locked
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates.
I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
Kalama Financial Advisors Provider Name Locked
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Kalama Financial Advisors Provider Name Locked
Fox and
Kalama Financial Advisors Provider Name Locked
Kalama Financial Advisors Provider Name Locked
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
Kalama Financial Advisors Provider Name Locked
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
Kalama Financial Advisors Provider Name Locked
did for us. Thanks to
Kalama Financial Advisors Provider Name Locked
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
Kalama Financial Advisors Provider Name Locked
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
Kalama Financial Advisors Provider Name Locked
- Vincent G.

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!

Academy Mortgage

10001 SE Sunnyside Road

Academy Mortgage - Vancouver

8100 NE Parkway

Accelerated Benefits

5880 Venture Drive

Allegiant Group Inc

189 W Clarkston Rd

Alpine Mortgage Planning

12550 SE 93rd Ave


10220 SW Greenburg Rd.

BetaFrontier, LLC

858 North Franklin St

Debbie Gardner State Farm

11711 NE 99th St,

Edge Multimedia

300 NW 8th Ave



Edward Jones

7326 N Leavitt Ave

Edward Jones

1750 Blankenship Rd # 220

F.A.T. Freedom

4/41 Meinzinger Ave.


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.

57 Washington Avenue

Furnish Loans

15524 SE Mill Plain Blvd #108


25275 SW Meadowbrook Ln

Get and Stay Fit

4343 SE Francis St

Gresham's Tax Settlement Advisors

77 Northeast 4th Street

Guild Mortgage Company

16100 NW Cornell Road,



How Much Silver is in a Silver Dollar

17230 NE Sacramento Street

Human Investing

5335 Meadows Rd Ste 450


3090F Pullman St

Interactive Wealth Advisors, Inc.

1001 SW 5th Ave., #1100

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


848 Brickell Ave 603

Lettin & Company, Inc.

25415 SW Meadowbrook Lane

Lost Angels International, Inc.

1170 Peachtree Street NE

Northwest Money Source

920 SW 6th Ave., Ste. 223

Northwest Small Business Finance Corp.

12725 SW Millikan Way Ste 300

Oregon Fresh Start

1001 SW 5th #1100

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

Premier Mortgage Resources

1325 NW Flanders Street, Suite 1301

RELiANCE Investing, Inc

7017 NE Highway 99, Suite 214

Retirement Strategies

1315 14th Ave.



Schmidt & Associates

5075 SW Griffith Drive, Suite #100

Simple Lending

1631 NE Broadway #514

Sloy Dahl & Holst Inc

1230 SW 1st Ave.



Southwest Financial Services

8285 SW Nimbus Ave Ste 191

Speedy Cash

3125 Ocean Beach Hwy

SRM Advisors

6600 SW 92nd Ave

Start Now Tools

6901 SW Florence Ln

State Farm Insurance

10029 SW Nimbus AVE Suite 200

Summit Financial Inc

615 Pasco Pl NE

Tax Assistance Group - Vancouver

4400 NE 77th Avenue

Tax Matters, Inc.

11501 SW Pacific Hwy., Ste. 203

Tax Problem Solutions

9819 SE 18th Cir

The Borden Tax Law Group

4425 Northeast Broadway Street

The Mutual Fund Store

305 SE Chkalov Drive, Suite 113

The Mutual Fund Store

10500 SW Greenburg, Suite 200

Thomas J. Foley

1419 Broadway

Toews, Terrill & Associates

10220 SW Greenburg Rd

tru Independence

15350 SW Sequoia Parkway, STE 250

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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