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BEST RATED VANCOUVER, WA FINANCIAL SERVICES

3 Best Financial Services in Vancouver, WA

Expert-recommended Top 3 Financial Services in Vancouver, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

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FIRST PACIFIC FINANCIAL

(4.8 Score)
610 Esther Street, Suite 100,
Vancouver, WA 98660 Directions

Since 1996

Specialty:

✓ Retirement & Income Planning ✓ Risk Management & Insurance Analysis ✓ Charitable Giving Strategies ✓ Tax Planning ✓ Investment Management ✓ Business & Succession Planning ✓ Financial Planning ✓ Education Funding ✓ Estate Planning

“2026 Update: First Pacific Financial provides the confidence you need to pursue your true passions and improve your ability to make good financial decisions. Their experienced team offers personal and financial guidance to help you clarify your values and goals. They have over 30 years of experience as a financial advisory firm. First Pacific Financial offers a broad range of comprehensive financial planning and consulting services and helps you integrate your short-term financial needs with your lifelong goals to create a cohesive financial life. ”

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License #284736

Price:

Financial Planning And Consulting Service Hourly Fee $500
Financial Planning And Consulting Service Flat Fees Upto $15,000

Contact:

(360) 254-2585

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Harlow Wealth Management - Vancouver, WA Financial Services - Portrait
Harlow Wealth Management - Vancouver, WA Financial Services - Client Service Image
Harlow Wealth Management - Vancouver, WA Financial Services - Office Image
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HARLOW WEALTH MANAGEMENT

(4.8 Score)
400 East Mill Plain Boulevard, Suite 200,
Vancouver, WA 98660 Directions

Since 1973

Specialty:

✓ Income Planning ✓ Investment Planning ✓ Tax Planning ✓ Health Care Planning ✓ Legacy Planning

“2026 Update: Harlow Wealth Management is a family-owned business, and they are committed to impacting your financial situation and retirement lifestyle. Their layered risk approach is customized to clients' situation. Chris Harlow is the CEO of Harlow Wealth Management. He graduated from the Pacific Lutheran University. He passed Series 65, the NASAA Investment Advisers Law Examination. He holds certified public accountant (CPA) license and life insurance licenses in Washington, Oregon, and Arizona. Harlow Wealth Management also offers various events and seminars to improve the clients financial Knowledge.”

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License CRD #148315

Price:

Financial Planning Fixed Fee
From $5,000
Upto $50,000

Contact:

(800) 782-2136

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Indigo Wealth Management - Vancouver, WA Financial Services - Portrait
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7+ YEARS IN TBR
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INDIGO WEALTH MANAGEMENT

(4.8 Score)
900 Washington Street, Suite 800,
Vancouver, WA 98660 Directions

Since 2017

Specialty:

✓ Investment Management ✓ Mutual Funds ✓ Bonds ✓ Common Stock ✓ Advisory and Managed Accounts ✓ Fixed Annuities ✓ Educational and Traditional IRA ✓ Roth and SEP IRA ✓ Simple IRA ✓ Brokerage Accounts ✓ Treasury Bills ✓ Government Securities ✓ Variable Annuities ✓ Retirement Planning ✓ College Planning ✓ 401(k) Planning ✓ Tax Planning ✓ Profit Sharing Plans

“Indigo Wealth Management seeks to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing. They strive to create a personalized financial roadmap that may guide you toward your desired destination. Michael is the owner of Indigo Wealth Management. His goal is to understand your past, present, and future and deliver a plan to achieve your financial goals. He possesses an unstoppable and complementary skill set in delivering an exceptional experience of investment and financial strategies. His business is built on a foundation of thoughtful client relationships. Indigo Wealth Management focuses on creating a plan for you and your investments, implementing strategies that serve your best interests, and ensuring mutual agreement on the approach.”

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License CRD #6413

Contact:

(360) 258-1005 (360) 828-7705

Mon-Thu: 9am - 4pm
Fri: 9am - 1:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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FIRST PACIFIC FINANCIAL REVIEWS

My friend Cheri recommended that we work with her financial advisor. We took the plunge and started working with Harrison Hinz at First Pacific Financial. Working with him and the rest of the staff has been awesome. He has taken the time to explain every option clearly and offers thoughtful guidance. We feel much more confident and organized with our finances and we appreciate the peace of mind with this move. We highly recommend Harrison and First Pacific Financial.

My experience with First Pacific Financial and Harrison has been 5 stars from the start! Harrison has dedicated time to building a plan with me and been diligent in helping me build and protect my wealth. His understanding of how life changes and dedication to helping me set up a plan that works for my lifestyle shows not only how knowledgeable he is but also has easily made him trustworthy in my eyes. I would highly recommend First Pacific Financial to anyone looking into help with wealth management.

I began working with First Pacific Financial on behalf of a family member who was a client. I chose to continue working with them because of their insightful advice, thorough and timely communication, and proactive recommendations. They are excellent financial partners.

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HARLOW WEALTH MANAGEMENT REVIEWS

We have been extremely satisfied with Harlow Wealth. Their Customer Service, knowledge and expertise is far above anyone else that we have met. We meet regularly to go over our finances. If we have questions they are very accessible. We highly recommend them.

Harlow Wealth Management was just the advisor we needed for our retirement needs. They offer most all the services we were looking for in choosing a financial planner and have made themselves available when we need that extra help. Very happy to be associated with this group.

To have someone pull up a spreadsheet and show you that you'll never run out of money is a great peace of mind!!! Great care! They answer their phones or emails promptly! Alex is awesome! We don't make a move without talking to Alex! lol.

INDIGO WEALTH MANAGEMENT REVIEWS

It's intimidating to call a financial advisor, but I knew that our financial well-being was more important than being embarrassed about where we're at right now. When we met with Mike we were instantly put at ease and felt comfortable about sharing the truth of our finances. Mike’s education background stood out when he used the white board to draw illustrations and explain how we can improve our outlook with some easy maneuvering. After sharing the different vehicles available to us, without being pushy, he gained our business and our trust. Since then we’ve been able to work with him and Krista and have been able to fine tune our trajectory so we can work towards making our goals a reality. I highly recommend Indigo Wealth if you’re looking for a low-pressure way to gain knowledge and personal direction to meet your financial goals.

Mike is the consummate professional. You can tell that he genuinely cares about his craft and wants to see his clients succeed. He also did an excellent job of explaining complex terms in ways for a layperson to easily understand. I would recommend his services to anyone needing a great financial planner.

I've been working with Indigo Wealth Management for nearly 2 years now and am extremely pleased with Michael's genuine desire to help. He listens, clarifies, and suggests guidance based on my own investment goals. I cannot recommend him enough.

TBR® Inspection Score Report

FIRST PACIFIC FINANCIAL Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 8
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

HARLOW WEALTH MANAGEMENT Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 9
Business Images: 10
Complete Info: 10
License: 10
Emblem: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10

TBR® Inspection Score Report

INDIGO WEALTH MANAGEMENT Total Inspection Points: 114/120
Business Hours: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Standard: 10