Indigo Wealth Management - Vancouver, Washington

Indigo Wealth Management

Indigo Wealth Management is a top-notch financial planning and investment company located in Vancouver, Washington. With a strong focus on personalized service, they aim to help their clients achieve financial success and security. Their team of experienced financial planners and consultants work closely with clients to develop tailored investment strategies that meet their unique goals and needs.

Location and Contact Information:
Address: 900 Washington St Suite 8001, Vancouver, WA 98660
Phone: 02581005
Website: indigowealth.net

Specialties:

• Financial planner
• Financial consultant
• Investment company

Other points of interest:

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

👍 Reviews of Indigo Wealth Management

Barry S.

5/5

I have had money with Michael for years and it has done well. I transferred my money from where he was, to his new venture at Indigo. The reason? Because I know Mike and am very satisfied with his advice on my finances. His new venture at Indigo has afforded me a little bit of flexibility that I did not have at the previous brokerage. I have appreciated Mikes advice over the years and his willingness to say no, I don't think that's a good idea followed by sound reasoning. None of us likes to be told no. But we like losing money even more. Mikes advice as a financial ADVISOR is why I am glad I am at Indigo. If you're not really looking for advice or feedback I suppose you can just invest in any number of companies. If you're looking to invest in a team who will endeavor to help guide you and your finances in a positive direction. You will be hard-pressed to find the combination of guidance, flexibility & results that exist at Indigo Wealth Management. Their name says it all, WEALTH MANAGEMENT. 5 stars Indigo, keep up the good work!

T M.

5/5

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.

Mark T.

5/5

Michael Colvin has been managing my family's account for over 10 years. The quality of his advice and client service has been excellent. Mike initially set up an asset allocation that fit our circumstances well. Over the years he has regularly reviewed and modified our investments to fit our evolving needs. Performance has exceeded expectations. I strongly recommend Indigo.

Rob N.

5/5

Michael has been my broker for many years. When it came time for him open his own firm, naturally I followed him. I have received great customer service over the years, even though I am not a "big fish". The products offered at Indigo are actually better suited for my needs, than the big box firm where my account used to reside. My account has realized great gains the past few quarters and the team at Indigo has always been there to answer my questions.

Annette C.

5/5

My husband and I have worked with Mike Colvin for our investing and retirement needs for many years. We have been very satisfied and have done well with our investments thanks to the sound advice that we have received from Mike. We would both highly recommend Mike and Indigo Wealth Management. In today's world, it can be a challenge to find someone so trustworthy.

Gregg B.

5/5

Mike has managed my mother's investments for close to five years. When Indigo opened, she moved her portfolio with confidence and without hesitation. Simply, she trusts Mike and values the personal relationship that has been cultivated during the tenure of their alliance. I rest easy knowing that my mother is in good hands with Indigo.

Jodi D.

5/5

Mike has managed our investments for more than 15 years including a relocation for us across the country. He has been a trusted advisor; communicative and responsive at all times. My husband and I are both in the financial industry and have numerous options to refer our friends and family and there is no better/other reference we give than Mike Colvin.

Neal C.

5/5

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.