Lendmark Financial Services LLC - Vancouver (WA)

Ashley Gilbert Melissa is truly amazing to work with! This home purchase would never have been able to happen without her knowledge, expertise + fast action taking. We have worked with many different loan officers in the past + we can say without a doubt that Melissa is the best loan officer we have ever worked with. If you want to buy or to refinance anywhere in Washington- you HAVE TO use Melissa! She made this whole scary process so effortless.We are so grateful!!

Bret Childers When I went through divorce, I needed to hire a new bookkeeping service. Knowing Dori for a long time, I reached out to help get my business back on track. It was the best decision I could have made. She has not only got my company in order, but she has also made my job more streamlined and efficient. I cant thank Dori and her team enough!

Stephen Soden A great place to Buy a Car.

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Lauri Page We love dealing with Carson. He is always able to answer our questions and keeps us informed about our financial goals. We highly recommend him!

Forge Online Fitness & Nutrition Coaching The Blanchards are a family of impeccable integrity and they are always clear with their advice. Jason Blanchard helped us review our pro-forma and financial projections and gave insightful and relevant feedback. He understands assets and how to maximize them!