Financial Advising near Washougal, WA

“I have never believe in bitcoin since I was scammed on April 10th so I stayed away from it because losing money is heart breaking, until I was recommended to MRS Kathrine Lucas by a close friend for her good job, she helped me managed my account and I was able to make a good withdrawal after a week of trading right now I have made so much money on crypto currency it has change my life for good inbox her now for your help.”

“I'd like to state that Brian with Strada Financial did an excellent job in preparing my 2023 taxes. We were referred to him by my brother. Even though he was thoroughly booked , he made a spot for us! He is knowledgeable , very experienced and easy to work with! We look forward to keep working with him on taxes and possibly future investments!”

“Original post (1 star)
After receiving their marketing folders, I was unable to determine how they would manage my portfolio. After speaking with multiple representatives, I had no better information. They stated that they couldn't provide any examples or give any ideas of their fee structures because all clients are individual. No examples of any portfolios or fee structures? Unacceptable. I will not waste my time. No way to determine whether the positive reviews are real or just seeds. No examples, no proof, no business.

EDIT: I recently received an email from Steven Thacker, an Account Manager Executive at Fisher. We corresponded via several emails. His approach was totally different than the other folks I had dealt with at Fisher. He was open, responsive and wanted to make sure all of my questions were answered clearly and succinctly. Additionally, he provided links to some documentation which described their investment strategies and fee schedules. That said, my impression of Fisher has improved dramatically. Unfortunately, their out-calling staff are not forthcoming with the investment information and fee schedules up front. If they were, I would not have been so negative. However, now that I have all the information I needed, I have reconsidered my original stance.
Still not 5 stars, because of the pushy out-calling staff, so they still have a ways to go. Perhaps they should make a couple of the links that Steven provided me available through the website directly, as well as from the calling staff. That would likely give a better impression up-front.”