Edelman Financial Engines - Vancouver (WA)

Carley Wecks Using Maxem advisors for over 25 years, my husband and I have been more than satisfied with the professionalism and competency of this group as well as their integrity and care for us. They have become family and we have recommended several members of our family to this service.

Audrey Rock Gretchen was extremely helpful and knowledgeable and was able to answer all of my insurance questions. She was responsive and got us a great deal! She shopped around to several carriers to “insure” (pun intended) that we got the very best rate possible. She also made sure that we weren’t paying for any options that we don’t need. We aren’t over insured or under insured. Highly recommend.

Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!

James Hart My wife I have been with Northern Capital Management (NCM) for nearly 30 years. We have worked directly with Jim Wilson, Dave Holloway and other staff members at NCM during this time. My employer used them to manage our 401K plan from the start of the plan sometime in the early 90s. I dont usually write reviews but felt compelled after seeing the negative review posted in 2020. Reviews are like opinions, we all have them, so sharing mine. Jim, Dave and the entire staff at NCM have earned my trust and business by their actions, ethics and knowledge. They have been willing to meet with us as often as we wish and have found their advice and explanations of investing (both risk and reward) to be understandable and on target. They have helped and advised on matters outside of the direct business of investing. Life Insurance, Long Term Care, Wills, Medicare etc. My wife and I are both now retired and looking forward to the years ahead. With NCMs guidance and the grace of our God we will be able to live and give like we planned. Thanks NCM Jim Hart

Noah Anacker The founder Jonee has been my favorite person to work with over my 9 year business journey. Across all 6-7 business ventures, all my personal taxes, friends/family’s taxes, the successes and failures; Jonee has not only done the dirty work but has provided strategy, oversight, and pitfall prevention for my journey. As a business owner, ONLY focus on making the money; let her focus on making sure the money goes where it belongs(she’s a tax professional)!

Layne Boone David and his team are great to work with!

Katie Pagenkopf Jessica helped me gain confidence in my desired retirement age by finding ways to make my money work harder