Financial Advising in Beaverton, OR
4 locations found near Beaverton
View Map8:30AM - 5PM
16100 NW Cornell Rd Ste 260, Beaverton
Financial Advising
Financial Advising
“Under Wonderful New Management, I have been impressed with their professionalism, knowledge, and courtesy. This is far different from the constant turnover of personnel and poor service at their Portland office before it closed. As a patron for the past 17 years, I can attest to this marked improvement. This is the best Fidelity office experience that I have ever had; they are very courteous and extremely helpful at this new Cedar Hills Fidelity Office.”
Financial Advising
“Kara at ABI was wonderful to work with. I can not recommend her enough! As a new homeowner she answered all of my newbie questions, guided me through the process and made me feel at ease with the intricacies of the policies I signed. I could not recommend her and ABI more! My husband and I felt like we got true "white globe" service when it came to our insurance needs and will never go anywhere else!”
Financial Advising
“Kelly has been extremely helpful in our financial planning over somewhat awkward ground--one of us retired and freelancing, and the other one still working fulltime. After talking with her and getting an inclusive and thorough look at all of our financial elements--both now and future--I feel like a cloud has been lifted. We have a good portfolio with Edward Jones, a good sense of where we are and want to be, and specific goals for the future that we envision for ourselves. Thanks to Kelly!”