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“We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!”
“Thanks to Reliable Credit for the trust and support to be able to acquire my property and excellent service from their staff who assisted me over the months to make my payments. Thank you very much for such excellent service ***** Gaspar Denis”
9:00 AM - 12:00 PM
12072 SE SUNNYSIDE RD. , CLACKAMAS
Investing
“Great local friendly service oriented branch of the bank. Have always received good service. Prompt handling banking needs. Drive up window tellers friendly & efficient handling banking needs Highly recommend”
9:00 AM - 12:00 PM
150 NW 2nd Ave, Canby
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!”
8AM - 5PM
11050 SE McLoughlin Blvd, Milwaukie
Investing
9:00 AM - 12:00 PM
9350 SE 82nd Ave, Happy Valley
Investing
“Came here yesterday to cash a check around 1:00PM. There was no line thankfully! The teller helping me was quick to do what I needed and didn't try to make any extra conversation which I appreciated. Some banks tend to spend more time than needed taking to you about your day, job, etc. this isn't my usual Wells Fargo that I go to but I had to since I was in the area. If I'm back in the area I'll definitely stop by here to do what I need!”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“I am so happy with my financial advisor, Lucas Kidwell. Lucas was recommended by a friend whom I respect highly for his financial acumen, among other things. I first had him handle my 403b account , and after watching my funds' performance even during a market downturn, now have him handling other funds as well. Lucas is able to explain why we are making the decisions we are making (in a way even I can understand), how this fits in with my risk level, and the rationale behind the decisions. In short, I am very happy with the decisions he has made on my behalf, and would absolutely recommend him as a financial adviser.”