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Best Financial Planner Oregon: reviews

In category «financial planner» found 18 companies with reviews and contacts, top 20:


1. Stacy Spahr - COUNTRY Financial Representative - 401 Roosevelt St, Oregon City, OR, United States
18 reviews
They have always been accommodating, helpful and most of all fast. I keep one of my vehicles in storage and pull it out and put full coverage often...

2. Eric Lindberg - COUNTRY Financial Advisor - 5331 S Macadam Ave # 365, Portland, OR
16 reviews
Eric has been handling my car and home insurance for right around 8 years now, and I'm so thankful for his service! Every time I have had a question...

3. Shellie Monsivais - COUNTRY Financial Representative - 4905 SW Griffith Dr # 106, Beaverton, OR
13 reviews
Shellie was very helpful getting my new policies going. She is very nice to work with.

4. Lifelong Wealth Management - 5 Centerpointe Dr, Lake Oswego, OR
13 reviews
Jason and his team have been great to work with. They respond quickly to any of my questions and I feel very comfortable with them handing my finances...

5. Sheryl Teuscher - COUNTRY Financial Advisor - 112 W B St, Rainier, OR
6 reviews
We have been customers at country in raineer for 15 years. Great customer service. Always fast response with anything needed. Rates ver comparable to most...

6. Bank of America (Lobby Service Only) - 400 4th St, Lake Oswego, OR, United States
6 reviews
Professional and nice people. Thank you so much for providing a good service!

7. Andy Meeuwsen - COUNTRY Financial Representative - 51379 S Hwy 97, La Pine, OR
1 review
Andy has always been attentive to our insurance needs making sure it is up to date for our current needs.

8. Bret Pippett - COUNTRY Financial Advisor - 401 Roosevelt St, Oregon City, OR, United States
3 reviews
Bret was informative and knowledgeable. Educated me on the different options. Saved me a bunch! 5/5 stars for sure

9. Accurate Bookkeeping & Tax Service - 2757 River Rd, Eugene, OR
2 reviews
Great tax service and was able to explain the process thoroughly. One of the best tax experiences I've had, even better than bigger name tax...

10. Kingdom Wealth Group - 38740 Proctor Blvd, Sandy, OR, United States
2 reviews
I appreciate the investment guidance I receive working with the Kingdom Wealth group. Based on the relationships that the staff builds with their...

11. Jeremy Duncan - COUNTRY Financial Advisor - 10700 SW Beaverton Hillsdale Hwy #625, Beaverton, OR
3 reviews
Jeremy knows our insurance accounts and provides outstanding customer service, year in and year out, for many years. He is available by phone, and in person...

12. Northwest Community Credit Union - 1307 NE 102nd Ave suite g, Portland, OR, United States
11 reviews
Unfairly treatment of people of different races especially by the older employees! Times have changed learn how to be respectful to all customers...

13. Riverview Community Bank - 10401 NE Halsey St, Portland, OR, United States
9 reviews
Riverview can do just about anything the bigger banks can, but with a much more personal, local touch. I've known the bank manager, Larry Schwartz...

14. Northwest Community Credit Union - 4900 SW Grange Rd, Roseburg, OR
3 reviews
New to the area tried to find a good credit union was unable or unwilling to work with me think clearly doesn't like to make money for itself or the...

15. Bank of America Financial Center - Congress Center, 1001 SW 5th Ave, Portland, OR
1 review
Argh. You want to call and reach someone at the branch. The phone maze goes on and on then when you get the option for a real person it disconnects...

16. Bank of America (with Drive-thru ATM) - 29778 Town Center Loop W, Wilsonville, OR
1 review
They don't answer the phone that's not a good thing but to be fair it's only a first impression it's definitely not enough...

17. Bank of America (with Drive-thru services) - 1375 NW 185th Ave, Aloha, OR
8 reviews
Been a BOA Customer over 20 years.
You want to make it Harder for me to access my account offline?
I think it’s time for a change.

18. Bank of America (with Drive-thru ATM) - 200 E Powell Blvd, Gresham, OR
12 reviews
I have been a BofA customer for over 20 years and was extremely disappointed in the horrible service I received at this branch. I had approximately...