Harlow Wealth Management - Vancouver (WA)

5 /5 kolobogs69: As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!

5 /5 Michael Resler: We’ve been with Harlow for 5 1/2 years now. Before hiring them I would listen to all the investment radio shows on the weekends. I liked what Danny had to offer. The other investment shows were also good and seemed to have information that aligned with what I was looking for. I had my one on one with Danny and came away knowing I wanted his team to manage our retirement investment savings. 2 years later we both retired and started drawing our monthly income from our investments. It’s now been 2 3/4 years since retirement. We pull a modest income every month. Even with large withdrawals to help build a beach house, we to date have a larger investment balance than 5 3/4 years ago. Aaron is our advisor, can’t say enough good things about his advice! Also all the folks behind the scenes. We feel very comfortable having Harlow Wealth managing our retirement. Mike

5 /5 Jim Savino: I am 64 years old, and have a finance and accounting background. I have worked with Harlow for over 15 years. My advisors, Dan and John, do great work. They are good listeners, and also give sound advice when needed. Harlow does a great job of matching my investment strategy with my personal risk tolerance level. And most important, the Team at Harlow is 100% trustworthy. I highly recommend Harlow, whether you are a new investor, right out of university, newlyweds, starting a family, preparing to send kids off to university; or, if youre nearing retirement and want a clear view of where you stand, and support to help you reach your financial goals, Harlow is the team for you!

5 /5 Emily Torgerson: I have been very pleased and comfortable with Harlow Wealth. I started listening to Dan Harlow on his radio program years before I was even considering retirement. Dan was a wealth of information and their was a quality of sincerity that I felt when I listened to him. That being said, when I was looking at retirement I went to a local place in my hometown. I was so disappointed. The gentleman told me that Id run out of money at age 93. Our family has a great longevity and many family members are close to 100 when they pass. Then I remembered Harlow Wealth; made an appointment and so glad I did. I was impressed how well they treated me with coffee, cookies and a very nice gift. They are a very thoughtful group of people and I enjoy them all, even without the coffee! My son died three years ago and much to my surprise; they sent me a gift and card. I trust them with my "nest egg" because they lay everything out and explain in detail the questions Ive had. I stay updated through emails and phone calls from them and I always feel free to reach out with question. I even took my sister-in-law along on several visits to see what she thought. She is a hard one to sell and she felt very confident with what they shared. Anyway, I trust them. I dont worry about my money because its in good hands. Right now we have an appointment set up to tweak my portfolio so I will get a better rate. They present options along the way to keep my account updated with an ever changing economy. This is my experience. I would suggest giving them a call, make an appointment and check them out. I believe their worth your time. Thank you.

5 /5 Lee Nolet: Harlow Wealth Management became my Wealth Management firm after deciding that the prior one that I was using just did not check all of the boxes for me. Not only was it during a period of poor market performance, but it was primarily the absence of communication between that firm and myself that really clinched the changeover. Had they been consistently communicating with me to explain and reassure me regarding the performance issues, I would probably have stayed with them, but they didnt. And Im glad, because I found Harlow. By chance, I happened upon a radio broadcast that was being given by Dan Harlow that peaked my interest in this firm. I did my due-diligence research and then met with Chris Harlow and the rest is history. He is my primary account representative but Alex Diaz is my go to person and Alex has been wonderful! He is accessible whenever I need him, but most of the time he reaches out to me FIRST to go over issues that I MAY/COULD find that I needed further information about. I like that approach and it gives me the reassurance that my investments arent just parked over there but someone is actually overseeing their progress. I have been very satisfied with the service and attention to detail that this firm has offered to me and would not hesitate to recommend Harlow Wealth Management to any perspective investor who may be looking for a honest, accessible, transparent wealth management company that offers its services for competitive fees.