EP Wealth continues to be our trusted partner in financial planning. Laura Knolle has been key to…read moreour successful retirement. EP Wealth facilitated an estate planning change with the legal counsel paid for by EPW. Our investments have grown at a rate we could never had matched on our own. We have Laura and the team at EP Wealth to thank for our worry-free financial future!

I do not recommend Chad Burton at the EP Wealth Advisors office in the Portland, OR/Vancouver, WA…read moreregion. I was a client when he owned New Focus Financial. In my opinion, Chad and his team were irresponsible when the market turned down in 2007-2008 by not taking action to cut investment losses at a reasonable point in time and it resulted in a serious loss in my assets. It was stunning. There were multiple investments that had no indication of bottoming on the chart and no action was taken when stocks and ETF's were 25% down and falling. It was as if they were ignorant of stop losses and technical chart reading. Chad's response was my assets were managed with a strategy for the 'long run'. And he told me "stop losses are not a guarantee a transaction will occur right at the stop loss if there is a gap down. I understood that. Chad and his team never implemented stop losses on the trades. They made an investment on my behalf but were not actively managing the portfolio of stocks. When the losses had gone past our established risk tolerance threshold I had to instruct Chad to exit my investments and close my account. And there was a delay in having a portion of my account returned and one of his attorney's got involved as an intimidation tactic. The impression Chad gave me was his focus was on radio and seminar appearances with partner Rob Black and his team managed the client assets. Stay away!

Jason is an absolute pleasure to work with. Whenever I had a question, he was there quickly with a…read morecomprehensive explanation, complete with every option available. What a blessing to have somebody on your side looking out for you. On top of that, he had the best recommendation for a night out with the wife at an unforgettable restaurant that put us back in Italy. I highly recommend Jason!

Jason is a 5 star mortgage lender with experience from years of working at commercial HSBC Bank…read more His knowledge and expertise to find a solution when 99% of other lenders would quit or say it cant be done is what separates him from the rest of the world. He is a senior Lender at one of the biggest mortgage firms in the US as of now; HomeTrust Financial. He also has direct relationships with Mortgage Wholesalers to get his clients financial products that nobody else can. When you are looking for loan to make the most important purchase of your life, This is the kind of ACE card you want have in your back pocket. He is 5 Stars across the board. (6 Stars if they had it) He helped me and made my experience seamless and efficient. Cheers.. Taylor

Chris helped my business partner and I in obtaining general liability insurance and life insurance…read morefor our business. The process was very easy and straight forward. Chris was knowledgeable and helpful in answering all of our questions and very fast in responding. I appreciated all of the quotes and options that he provided as well as his help in selecting the option that was right for us. I look forward to working with Chris in the future.

My husband and I have been researching, and seeking quotes for Long Term Care Insurance for over 2…read moremonths. We have taken many phone calls, talked with many agents, and been told that no-one could help us due to our (young) age, and Washington Residency. I had been feeling frustrated and fatigued by the process - but Robert was the one to help us seal the deal. I found his contact information on Next Door, and I am very glad that I reached out. He communicates promptly, schedules meetings via zoom, and answers questions thoroughly. While many other providers are "out" of policies to accommodate younger consumers, and Washington Residents - Robert was able to offer us 2 policies that totaled LESS than a policy for just my husband with another agency (another agency who couldn't even offer me ANYTHING because I'm under 30!). If you are looking for someone to help you with life insurance, and a LTC Rider - Robert is your guy!

Robert approached us when we starting to put the business together. He is easy to work with and…read morereally explains all the little details about my policy. Robert is seriously one of the most caring agents i have ever worked with when it came to insurance.... Im a first-time business owner and My business burned down, which is such a tragic experience, but with Robert, he helped me through it and answered all of my questions. the even crazy part was I found out he was in the hospital and he was still helping me...... if that doesn't show he cares..... i dont know what else to say"

I am so pleased of the experience with Jeff Ladue. Jeff called me back and introduced himself…read moreafter responding back to an inquiry I made. Jeff took almost two hours out of his day and he carefully listened to what my goals were and the predicament I was in. Jeff seemed like he was genuinely interested in helping with my situation. The whole process in refinancing my house was so effortless and seamless on my part, I could not have asked for a better loan officer. The rate and the savings Jeff found for me was not even close to what I could have imagined I would get. Jeff Ladue was very realistic, straightforward and experienced. He was very communicative and always there when I needed questions answered, even at 11 o'clock at night. Thank you Jeff Ladue for saving me money and allowing me to keep my house. Your expertise in the mortgage industry and communicative personality is what helped me and my family keep our house.

Jeff and his team at Washington First Mortgage are great to work with. Very responsive. They…read morework hard to find the best mortgage rates out there. Jeff helped me with at least 3 refinance transactions in the past. When I was looking to purchase a new house recently, I immediately contacted Jeff to start the pre-approval process. Very smooth process, all along.

I have been working with Bob MacRae for several years. He helped my husband and I develop a…read morefinancial plan and strategy that allowed my husband to retire after a medical issue. I am very appreciative of his support during a difficult period. His guidance has provided us with an increase in our portfolio and with his support, I am confident in my family's future. Because I trust his advice, I recommend him to my friends and family.

Beware of Robinswood financial - Had our money there for several years, just recently dug into our…read morefinancials in the last prep to retirement and was shocked at how poorly the accounts were doing. Bob Mcrae has absolutely no idea what he is doing, and if you ask him ANY questions, he becomes extremely defensive. He only has a certificate of some sort, NO college degree whatsoever. Ugh. The returns were so BAD! When I asked questions on the 'strategy' and asked for some changes, he became hostile and lost all composure - then got weepy, made excuses & offered to remove all his fees for a year in recompense. Bizarre. His incompetence cost me plenty.

Communication is fantastic. Ryan does a great job explaining different items in my policy and…read moremaking things as easy as possible for his customers. I really appreciate having him as my agent.

Ryan Parks is amazing! Definitely by far my best insurance experience ever. He is extremely…read moreknowledgeable and professional. I will be staying with him/farmers for life! 5 stars, highly recommended... Thank you Ryan for all that you do!

I have been working with Aaron Nichols, and have found him to be thorough, insightful, intelligent,…read moreand of high integrity. We have developed an investment strategy that I like, and I benefit from wonderful estate advice that is unavailable from other places.