Laurus Wealth Management - Vancouver (WA)

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!

Sylvester Smith All four employees made me feel completely at home and genuinely had my best interest in mind. My loan specialist was not only super knowledgeable but also hella funny! Her husband works in real estate, wink - wink and together they make such an awesome team.

Jen & Zeb Rodes Jarrod is very knowledgeable in accounting and the supported technical applications. He is always able to answer all our tax questions. He does a great job of knowing new laws/rules and is able to explain them in a way that I can relate to. He has been super helpful in understanding the small business supports that have come out in 2020. He is always able to give details on why something needs to be done a specific way so that I am able to see the bigger picture. I appreciate his dedication and assistance!

markdustinwilliams Brad Orser’s firm is by far the best accounting firm we have ever used. Top to bottom they are pleasant, professional, prompt in communication, and really good at what they do. I wouldn’t use anyone else.

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Steve Stradtman In Oak Harbor, as good as any, for the walk in banking experience. The only bank in Oak Harbor where I am greet by name. Cranky idiots be damned.

Jordan Story Cathy was incredibly helpful over the phone. Thank you!

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.