Investing near Beaverton, OR
30 locations found near Beaverton
View Map8:30AM - 5PM
16100 NW Cornell Rd Ste 260, Beaverton
Investing
Investing
“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.”
Investing
“As I've been assisting relatives with estate sales and downsizing this has been my go to place for selling the gold, silver, coins etc that we've found along the way. Always friendly and fair!”
Investing
“I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad.Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients.”
Investing
“Using the bank service and in Particular, Veronica was so helpful getting the money of a large cash! She was an instrumental for the church to get a needed money on time! Thank you so much!”
9AM - 5PM
200 SW Market St #550, Portland
Investing
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”
6:30AM - 5PM
8215 SW Tualatin-Sherwood Rd #200, Tualatin
Investing
Investing
Investing
“I’ve been here a handful of times and have always received good, friendly help.Honestly, it’s not perfect.. Once I came in asking about how to transfer a silly Robinhood account to my Fidelity account. The employee said that he did the same thing, but it was long enough ago that he had forgotten. So, he got help, and explained everything.Another time, after asking friends, I came here to ask about cashing old bonds that were still in paper form. The same thing happened, the employee wasn’t sure and told me it was a good question. It took a brief amount of time before he came back and told me to look up a “sav1522” file on a federal website. Perfect.I can easily highly recommend Fidelity because of my visits here, and the fact that they are always helpful.”
Investing
“Mike has been great to work with. He is a professional and deeply cares about his clients and the work he does. He wants to see them succeed. It is great to have a comfort level when recommending clients to him and Indigo Wealth. Thanks Mike!”
8:30AM - 5PM
171 Grant St, Vancouver
Investing
“Very positive experience at this Charles Schwab branch. I needed a service and had difficulty finding it at other firms. This location was very helpful, as I was able to walk in without an appointment to resolve my situation. The the gentleman at the front desk was very friendly, professional and helped to take care of my issue in a timely manner.”
Investing
Investing
Investing
“Great customized service & I feel very comfortable with my retirement plan in Mike's hands! This is a very convenient location & the staff is great!”
“Didn't have to wait in line very long. A couple of minutes at most. The teller was very helpful and my entire time at his window couldn't have been more than five to ten minutes. I had several other errands still to run and so I really appreciated how little time this took.”
Investing
8:30AM - 5PM
820 SW Morrison St, Portland
Investing
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
8:30 AM - 5:00 PM
7493 SW Bridgeport Rd, Tigard
Investing
“Fidelity Investments has helped me and my family for years. The staff were polite and helpful with all aspects of investment of my money. They helped us to understand how to use the apps on the internet on both the computer and phone. The parking lot is spacious but tight at times.”
Investing
8:30AM - 5PM
655 West Columbia Way Suite 404, Vancouver
Investing
“So for people mentioning it. If you call, you are not going to getting a branch for most things. If you get not so great service from one person, please don’t let that reflect your opinion on the entire company. Odds are, they were probably newer, every associate I have spoken to with experience made my experience lovely.”
Investing
Investing
9:30 AM - 4:00 PM
7200 NE Butler St, Hillsboro
Investing
8AM - 5PM
222 SW Columbia St #1200, Portland
Investing
Investing
Investing
Investing
Investing
30
C Brantley Smith - Financial Advisor, Ameriprise Financial Services, LLC - 1000 SW Broadway Ste 2200
7AM - 4PM
1000 SW Broadway Ste 2200, Portland
Investing
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