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.

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.

I had a brief conversation with David seeking advice on some inherited property. He was very clear…read morein his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.

I called David out of the blue to discuss a better approach to managing long term debt vis-a-vis…read moreretirement saving. While my needs aren't quite in line with David's central specialties (I'm also outside of his typical client age range), he was more than willing to have an honest and engaging conversation with me to help point me in the right direction. I could easily tell that David is a measured, articulate advisor even after only speaking with him briefly. I felt comfortable sharing information about my financial situation as well as my aspirations, and received the assurance I was looking for to make decisions I'd been struggling to make on my own. If you find yourself even unsure about whether or not you should reach out, hesitate no longer. You have nothing to lose and I'd wager a great deal to gain.

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.

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.

This is mostly a review for JESSICA who works for Atlas. Portland Clinic sent my account to Atlas…read morefor debt collection and I did ignore the calls from them, wrong, yes I know. But I received a summons for a small claims case after a few months of their phone calls, nothing ever received in writing through the mail. I eventually got tired of stressing it and called to try to come to an agreement to help my credit score, as well, before the court mediation appointment. I spoke to JESSICA and she had tacked on an extra $100 to the amount owed! WTF? I asked how this had happened within a couple of months on an original debt of $176. Fees! Well, fees had already been added to amount requested in court summons statement. I said I would get back to them about it and then decided to go to mediation. Went to mediation today and the guy that showed up to represent Atlas gave me an amount owing of $100 less than JESSICA had given! Had JESSICA been honest and agreed to the CORRECT amount owing, it would have been resolved and no mediation required for me...or them! BE CAREFUL when dealing with JESSICA that she doesn't add on extra fees to line her pocket! Go to mediation and deal with someone more reasonable! The ONLY reason I gave 2 stars is because the guy at mediation was reasonable and easy to deal with.

Do not use this company, they will not honor any prior made payment plan; will take money from your…read moreaccount regardless if you have it or not and put you overdrawn and then make it damn near impossible to cancel the card or the service that should be free but they charge you an additional $10 to take your money after you use their card! Report them if you can and keep your money as far away from this company as possible. Shady af and not worth it. Reporting to bbb as well

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.

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

I was nervous to have my initial meeting with Jason Lambert, Sr. Vice President. At age 61 I knew I…read moreshould have meet with a financial advisor many years earlier, but the truth was I thought it was too late for me to make a Plan for my financial future. As he Broke down the various options with me, I slowly began to tear up, he had given me something I didn't expect, and that was hope. He built a plan for me estimating my future contributions and by the time I left, I was excited about the prospect of my future retirement. I found Jason to be very sensitive and knowledagble as he listened to me and addressed all of my concerns. If you are concerned about your financial future don't waist another day, I highly recommend that you give him a call today.

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.