Edelman Financial Engines - Vancouver (WA)

Brianna OKeefe Below was my original review....and while that review was true at the time it seem like they only care about NEW clients. I have been trying to get a hold of this branch for 2 months now with no answer back, I even went through the corporate office which sent a request for call back TWO WEEKS ago. Nothing. Once they get you to sign on the dotted line, they DO NOT CARE. I bet if I didnt make my payment they would care enough to call back. Getting the loan was quick and easy, everyone in the office was super friendly and knowledgeable. They were fast to work with. When I called with a question, they were so nice and got back to me the same day like they said. I would recommend them if you are in a difficult spot to try them out!

Jolene Martin Hello is this John F Kelly

Rafie Martin My Loan Officer was amazing. Easy process to get what I needed. Above and beyond. I showed up early for my appointment and they took care of me instead of going to lunch. Was not expecting that at all! I was ok with waiting. People need to eat, lol. Thank you!

Jeremy Hirschkorn As someone who has had financial fear in the past it’s great to leave every meeting and phone call with Josh feeling confident in my families financial future.

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

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)!