Northwest Financial & Tax Solutions

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12405 SE 2nd Cir
Vancouver, WA 98684
Wealth management and understanding investments can be complicated and we understand that everyone wants to ensure they can retire comfortably. Our retirement planners will work with you to create a custom income plan suited to your needs...

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2.56 reviews
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Susanne K.
8/2/2018

I was nervous to have my initial meeting with Jason Lambert, Sr. Vice President. At age 61 I knew I should have meet with a financial advisor many years earlier, but the truth was I thought it was...

John B.
4/4/2025

Have had a fund with them for over 6 years, and now moving it to another company. They do not return phone calls and cancel appoints with no reason given. Echoing other reviews, as they have made...

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Chris N.
4/27/2018

I have to echo the other review. Northwest Financial and in particular, Jason Lambert, have done nothing to earn their 1.5% fee for the past couple of years. I have one investment that has lost...

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Celicia L.
7/8/2018

I have never felt more comfortable and heard in my financial concerns than I have at Northwest Financial. They were able to answer all of my questions and I felt like they truly cared about my...

Patty L.
1/7/2019

What a joke. No follow thru, place retirement money in so called " safe" funds that are anything but safe. Walk, no run as fast as you can !!!

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