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.

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

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.

We live these guys, always helpful! We have been very happy, even when our girls retired, we got…read moreanother ver savvy consultant.

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.

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.