Overzealous sales calls - they appear to rotate phone numbers to defeat call-blocking.read more

They consistently underperform the market while charging a 1.5% fee. Also they put you in their own…read morefisher funds to collect annual and maintenance fees. They claim they are a fiduciary but clearly they are not. I closed my account after 10 years, they did me no benefit.

Have had a fund with them for over 6 years, and now moving it to another company…read more They do not return phone calls and cancel appoints with no reason given. Echoing other reviews, as they have made over 1% over the last 6 years and have done nothing to earn it. Years ago they where a Fiduciary financial advisor, but I no longer see that statement on their web-site.

I have to echo the other review. Northwest Financial and in particular, Jason Lambert, have done…read morenothing to earn their 1.5% fee for the past couple of years. I have one investment that has lost about 80% of its value and I've not heard one word from them. We emailed them twice, asking for a meeting and never heard back. Finally called and scheduled a meeting but we are done. Going to try out an investment advisor that wants to work with us and for us. Very disappointed in Jeff and his crew. They talk the talk, but fail to deliver.

After years of neglect, my retirement plan was in tough shape. After conferring with co-workers…read morethey highly recommended I speak with Pia Meyer. At our first meeting Pia put me at ease with her knowledge and common sense investment advice. We have continued to grow my portfolio and I couldn't be happier with its direction. Pia has always been available to answer my questions regarding existing trends or emerging markets in investing. She exemplifies outstanding professionalism within her field while guiding me throughout my investment/retirement plan. I'm thankful to have Pia Meyer as my investment partner and advisor.

Pia helps me with a retirement account for myself and my employees. Pia is very knowledgeable and…read moretouches base often with updates, information and just to check in. Both my team and I appreciate Pia and we also appreciate the fact that our investments are earning an above average return. I would be happy to recommend Pia and her team (Bethany) to anyone.

Always been happy with people at this branch, and one of the best credit unions in the area. If you…read morelook at the total picture in terms of fees and return and service provided vs costs, they can't be beat. But today the security person was above and beyond. Saw me coming with my crutches and got the door for me, made sure I had a place to sit, and checked me in for account help. In person interactions have become so much harder and more complicated in the time of covid, having someone who was so aware and helpful saves me risk and pain. So uncommon these days and gratefully appreciated.

Even though I don't bank here I applied for an auto loan on line. What a mistake. Poor…read morecommunication from the lending specialist and she failed to meet my desired timeline for the car I hoped to purchase. I found a much better option at the same interest rate.

This advisor took advantage of my sister in-law and Mother in-law. My Mother in-laws 2nd husband,…read moreGerald told him to "Buy and Hold". After his death, this financial advisor started to "Churn", buying small amounts of stock, usually only 1 or 2 shares. My Mother in-laws account was charged a fee for every transaction. The advisor took advantage of their naivety and vulnerability. Needless to say we "park our car" in a safer spot. Thanks Nate...

I have been using Edward Jones for quite awhile now and he is so great at answering my questions,…read moreproviding me with information I need, and he has a great sense of humor! His assistant Sam is super efficient and friendly, and she can provide information if Nate is unavailable as she is quite knowledgeable as well. I don't know how complicated things would be if I didn't have them to help me right now as I am also tasked with going through my mom's finances as she has gotten to the point in her life where she can't manage them herself. Thanks Nate (and Sam too)!!

Clear View, organized our finances. They helped us save money and reveal things we could improve on…read morealong with helping set up for the future. We will recommend them to everyone! Especially after watching older members struggle in this area.

They did a great presentation to our group. Check them out. Don't wait till it's to late,setup your…read moreaffairs now. Fees are reasonable, especially compared to what lawyers charge.

Worst customer support (especially for financial & wealth management) in the industry. I have used…read moreSchwab, Fidelity, Prudential, eTrade, and Chase in the past and used them as comparison. At John Hancock their call center is 100% based in Philippines at all hours of the day & night. The call reps don't get measured on answering questions accurately, or providing any amount of customer service, rather only on speed of answer. THAT'S IT! They were of no help at all. The website indicated to call their 800 number for information on 401k questions, yet the the call rep constantly referred me back to the website for information (that wasn't present). The call felt like a 'who's on first?' episode. Even at the end of the call when they asked had they answered all my questions, and I indicated they did NOT help with my concerns... the response said it all... 'excellent, have a nice day', and they hung up! This is the fourth call I've had with them, and I can't wait to move my money OUT of that place. Stay away from this firm. Whatever promises are being made in local offices, or by brokerage firms trying to sign you or your company up... I PROMISE you will be sorry later.

From the owner: The Vancouver, Washington, office was established in 2010 under the leadership of Steven Wood,…read moreChFC. Steve has been affiliated with John Hancock Financial Network (JHFN) since 1997 and is a member of JHFN's Corporate Registered Investment Advisor Program, Steve focuses on retirement readiness. Steve provides uniquely tailored strategies designed and prioritized to address specific client concerns. These may include investment advisory services and life, disability income, and long-term care insurances.