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BestProsInTown

Financial Planners in Vancouver

Financial Planners in Vancouver picked by BestProsInTown

First Pacific Financial

First Pacific Financial

610 Esther Street Suite 100, Vancouver

Tue 8AM - 5PM

4.9 72 reviews

“We've been using First Pacific Financial as our wealth management provider for almost ten years, and have been wholly satisfied with their services. Their attention to details about our family's financial dynamics, tax situation, and investment comfort level allows us to enjoy our retirement years without worrying about our savings/investments.”

Laurus Financial Group, LLC

Laurus Financial Group, LLC

201 Northeast Park Plaza Drive, Vancouver

Tue 8:30AM - 5PM

5.0 15 reviews

“This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.”

Momentous Wealth Management

Momentous Wealth Management

300 East 17th Street, Vancouver

Tue 8AM - 4:30PM

5.0 3 reviews

“Highly recommended. I am especially thankful for the advice of Linde Carroll and Justin Curtiss. They are patient and prompt, thoughtful and all around excellent.”

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