Columbia River Financial Group, LLC - Vancouver (WA)

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Rick McCollum RBC mishandled my retirement savings causing me to lose thousands. Even now an account held by them is frozen with no explaination or prediction of when it will become available.

R M My first time working with this establishment and Kristen is a great Financial Representative to work with she gives 100% of her time to listen attentively to your financial needs whether it be auto, life, or home, etc. she explains thoroughly the information needed and works with your schedule.

Austin Matney Recently got a new account with US Bank and was having issues with my debit card. Two women at the counter were able to get on with customer support and help get my card operational. I am extremely satisfied with the service I received.

Terrence McCoy When the CEO of a business leads a company with a belief such as this it shows. "Serving the Heart of the Member makes a big difference" I do not want to put too much family information on here but we recently had an unexpected loss. The extremely difficult time was made easier by the amazing employees. Thank you Kate.

Maria Caceres Professionals work there, they truly care.

Marcus Smith Its a bank