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.

My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

I highly recommend Kerry Greenwald and his team at Creekside Mortgage if you are considering buying…read morea home or refinancing your current home. Absolutely professional and kind, consistently transparent and collaborative. When I refinance my home, I will without a doubt be reaching out to Kerry and Nicolle at Creekside!

Creekside was the best I could've asked for! We worked primarily with Sami and she was the nicest…read moreperson and cared deeply about making the whole home buying process as easy as possible. I would recommend Creekside to anyone buying a house!

I absolutely LOVED having Shawn Vorrath as my insurance agent! Only switching because I have to,…read moreotherwise Shawn would have my business for LIFE! This office handles their business so effortlessly that - get this - I never had to go into the office once. Communication is top tier and the office staff are SO FRIENDLY and SO GOOD at what they do! Your search ends here, I promise you'll be hard pressed to find a better insurance agent in Vancouver than Shawn Vorrath State Farm. 5/5!

I have been a State Farm customer for decades and was fortunate to locate Shawn when I moved to…read moreVancouver. Her office wasn't the closest to me, but I had heard good things about her and the recommendations were right on. I found her to be the most knowledgeable and helpful agent in my many years as a customer. She takes the time to know your situation and make practical, cost-saving suggestions. I have moved to Portland recently and she somehow managed to help me avoid a big price increase with the new neighborhood and new address. I don't know how she did it, but I was more than happy to be able to stay with State Farm (I had, at her suggestion, checked quotes from other companies) and especially to keep her as my agent. Shawn has proved to me that she will go the extra mile for her clients, and is genuinely invested in them.

Now that I'm "disabled/retired" I think it's fair that I can be pretty unbiased on reviews of…read moreagents. Larry would still be my agent if I hadn't have moved 13 years ago. His prior claims work experience makes him a GREAT agent. If you hit a snag or need help, just give his office a call. I'm a retired GM that worked in the disaster industry for around 20 years. I have State Farm. I've processed thousands of claims in my life, with more carriers than I can count. Take it from me.

Larry just sends you mailers trying to get more business from you and his team could care less…read moreabout your loyalty or satisfaction. Prices/ premiums increase with no explanation and customer service decreases over time. Would never recommend this agency.

Rachel was able to find me affordable heath insurance after researching a few different companies…read more Super helpful!

Rachel Lauser has been incredibly helpful to my aged parents in finding the best Medicare…read moresupplement plan. First, she is a good listener. What exactly are we novices who don't speak the health care language saying about what we need from our health care coverage. She listens to our language and translates that into industry language and then feeds it back to us in a way we can understand and make choices. Second, she is exceedingly knowledgeable. I can tell when someone is competent at their craft. Rachel Lauser is such a person. That knowledge is comforting to those of us who depend upon others to connect us to a plan that is so essential to our health and wellbeing in a healthcare system that is bewildering at best. She can reach in to that knowledge tank and produce answers that fit our questions and intents. Third, she is compassionate. We unfortunately had to make several fundamental changes, but she stuck with us throughout the process and treated us as human beings that had value to her. She just rolled with it and kept delivering. More than anything else, she gets five stars for that. The rest of the Appled Team office was supportive and helpful when she was unavailable. They are insurance brokers, health insurance just one of many products they deliver. They are in the business of finding the best insurance for any need. I easily recommend them most highly as surely one of the better insurance brokers in this area.

Now that I'm "disabled/retired" I think it's fair that I can be pretty unbiased on reviews of…read moreagents. Leanne will make sure that you have the RIGHT insurance. She is a very proactive / hands on agent that is always glad to talk to her clients. That is lacking sometimes. I'm a retired GM that worked in the disaster industry for around 20 years. I have State Farm. I've processed thousands of claims in my life, with more carriers than I can count. Take it from me.

We have had multiple insurance agents through different companies and no single person or agency is…read morebetter than LeAnn and her team. We just went in for our every other year checkup and LeAnn provided in-depth information for all aspects of our life (Home, Auto, Life, etc.). I cannot recommend LeAnn and her team enough! Do yourself a favor and schedule a time to come in to make sure you have the right amount of coverage for you and your family. You may be shocked (like we were) to see you aren't as covered as you think! Also, I appreciate that LeAnn and her staff are not aggressive when attempting to "sell" an insurance or banking solution. The information is presented in a logical, easy-to-understand format that allows YOU to decide what is best.

Jodi at Belay Mortgage has helped me with multiple loans and refinancing. The team is fast and…read moreefficient. They are so wonderful to work with and offer great customer service. They have also helped so many of my friends and family with first time home loans. I can't say enough great things about Belay mortgage. If you are looking for an amazing team to help you reach your next goal in homeownership look no further. Belay has your back!

Don't use this company if you want to be told the truth in the beginning through the closing of…read moreyour loan. We were desperate when we first spoke to them. That same desperation costs us additional costs, accepting parts of the loan offered to us at closing that we were not told about before our first signing. We actually signed closing documentation three times. Truth in lending? We don't think so. Nor does our attorney. Just saying....