Fisher Investments

Investing, Financial Advising
Hours: Fisher Investments, located in Camas, WA, aims to stand out in the financial advisory field by prioritizing client interests. Each client is assigned a dedicated Investment Counselor who provides personalized service. Fisher offers tailored portfolio management backed by independent research, with a fee structure based solely on the amount invested, avoiding complications from product variety or trade frequency. Clients have shared mixed experiences with Fisher Investments. Many appreciate the professional and knowledgeable service from their teams, expressing satisfaction with their investment returns and the personal communication they receive. One client, who initially had concerns due to a lack of clear information, noted significant improvement after engaging with an Account Manager who provided necessary documentation and answered questions comprehensively. However, some reviews highlight issues with the initial outreach from staff, describing it as pushy and unhelpful. Concerns were also raised about discrepancies in fee communication, leading some clients to reconsider their options. Overall, while Fisher Investments has garnered positive feedback for its dedicated service and investment performance, there are areas in client communication and transparency that could be improved to enhance the overall experience.

• 0.7 miles

  

  Edward Jones - Financial Advisor: Bryan Anderson, AAMS™ Financial Consultant, Investing
• 3.91 miles

  

  Edward Jones - Financial Advisor: Pia D Meyer Financial Consultant, Investing

1. Camas, Washington