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.

Atlas financial servi've been stealing from my bank for almost 2 years. And I just found it out…read moretoday when I get a message and they send me a ledger of everything they have charged my bank and when I told them that I had canceled the subscription, not even 20 4:00 after I started the 7 day free trial. And even though I haven't been in that account since that day, in 2 years, they're not only refusing to give me my money, but they're taunting me online and Daring me to do whatever it is, I have to do to get my money back. And they're not even denying that they stole it from me and that they illegally obtained it fraudulently, they didn't even deny it. And then they tell me that I better have proof even after I just told them that there's customer services was slow enough to not pay attention to what they were doing, and they sent me all. The ledgers that I needed To not just press criminal charges, but to file a laws. Uit and they're still refusing to just rightfully return every penny. They took they think it's funny. They think there's nothing that can happen to them when they steal from people when they don't shut down the account when they've been told to buy the customer and then left it open to bleed the customer drive. And then they think it's funny. I need all the help I can get. And I've got every bit of evidence and I've got the 2 years worth of proof even they, at times had said in their Gmail there, shut my account down over the past 2 years and never did they just kept opening it. The second that money would hit my bank. They would my account would go from closed to open again without me doing it. So there's any lawyers out there I need you. Because I already sent all the information to the f b I uptown , des moines here where I live and over to the police department , but i'm not gonna stop until I get every dime in they get prosecuted

Tes it's easy to get started. Then they screw you. I opted to close my account to not deal with…read moretheir scam. They were polite at first after that request was made, even told me I would be refunded the $23.99 that was deducted from my bank account. I graciously agreed. Once I confirmed my account was indeed closed I was told no refund, SORRY. DON'T do it!!!

Matt and his team are exceptional. Expert advice, responsive, approachable, informative, and…read morehelpful are just a few words I'd use to describe them. If you're looking for a new advisor, I highly recommend Matt and Fort Vancouver Investment Management. Financial planning can be overwhelming, but with this group you feel empowered and educated, not intimidated.

From the owner: At Fort Vancouver Investment Management, we help individuals and families thoughtfully plan for and…read morenavigate through retirement. Our specialties include portfolio management, generating retirement income, and offering financial planning with a strong emphasis on minimizing taxes and investment costs.

This is an amazing institution with amazing people I couldn't be more impressed by there service…read moreWell it does require being receptive to learning if you know what you are asking for they are fantastic

Same issues as other reviewers. This firm NEVER answers the phone or follows-through. I was told…read morean advisor would call me back and crickets... I'm literally trying to transfer 1M + to Charles Schwab and this firm can't bother to answer the phone.

Mr Hargrove is very professional and knowledgeably. We felt he explained our new insurance Company.read more

From the owner: Medicare Plans, Life Insurance, Health insurance, Annuities, Disability insurance, Critical illness…read moreinsurance

Mike has been my financial adviser for about 8 years now. He was recommended to me by a friend…read morebecause of the way he takes time to personally engage with his clients and walk them through all options for their desired future outcomes - including pros and cons of each one. This was very important to me, as I need to understand the why and the how behind the decisions I make. From the get go, I could tell Mike's heart was coming from the right place, and he truly had my best interests in mind. Krista joined Mike's team very early in my time with Mike, and she has been an amazing partner from the start. They've seen me through two home purchases, a marriage, a career change, and expanding my family. There are a lot of decisions to be made through all those events, and they've never let me down. So when Mike and Krista left their "large company" employer to start their own Wealth Management Company, there wasn't a chance that I wouldn't follow them. Once you find a trusted financial adviser, you stick with them. I would (and have) recommend Mike and Krista to everyone, especially those looking for someone to help guide you through your future, including all the changes that happen along the way.

From the owner: Together Michael and Krista possess an unstoppable and complimentary skill set in delivering an…read moreexceptional experience of investment and financial strategies. Their tested process delivers a unique, unbiased approach that respects client's needs and personalizes what it means to work with a team. Our goal is to understand your past, present and future and deliver a plan to achieve your financial goals. We believe Indigo Wealth Management will make sense in exceeding your expectations.

Well, if the company spent 1/10th the time on financial advisor customer service over aggressive…read moreradio advertising and seminars it would be something else. Otherwise, it has the genuine feel of another bring you in, buy and hold expensive mutual funds and never discuss why their strategy on the radio has nothing to do with the assets they invest in, ie mutual funds. Good luck speaking with Chad Burton, you will need to schedule it one month in advance and his local bay area team-mates are the same. The support front office staff are attentive and helpful but are lumbered by the too busy recruiting new client sales team. Too bad!

Trustworthy, excellent service. Friendly people. Feel lucky I am having them manage my money.read more

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.