Financial Advising in Portland, OR
29 locations found near Portland
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Financial Advising
Financial Advising
“We had an excellent experience with Mortgage Trust! Michael and Shannon are an excellent team who helped us close on our new home with as minimal stress, as possible. We were grateful for their experience and professionalism. We felt very connected to process and they were responsive to our numerous questions and concerns. We appreciate the good experience.”
Financial Advising
“I referred a borrower of mine that I had been working with for 2 months because my company could not do the loan as it was a manufactured home with a land lease. FastMobile Home Loans did a great job closing the loan and I will definitely refer them any future loans that are land leases.”
Financial Advising
“It is amazing to have such organisation to help first time buyers?I am real estate agent ! I closed with Heidi Martin 4 loans in the last 8 months ! It was a great experience! Heidi is very professional! She is Excellent problem’s solver, very patient with buyers, agents and other parties ! She is ready all the time to go above and beyond in what she is doing and in connecting buyers with the available assistances.i love working with her.”
Financial Advising
“Rachel brings a sense of genuine interest and passion to an intimidating and sometimes taboo topic…money. Her education background shines as she helps clients explore their goals and steps to achieving these goals in terms that are understandable. She has provided me personally with discussion and recommendations to help not only my clients but my own personal financial needs. She demonstrates excellent listening and compassion for life’s situations that have lead someone to opening to the need for assistance with achieving their financial goals. She seeks out ancillary professionals to ensure her clients have the most well-rounded financial picture and puts people at ease with easy-to-understand information. I would highly recommend Rachel for anyone needing a kind, compassionate, and savvy financial planner who has a huge heart for her clients.”
Financial Advising
“David Beck did my 2019 IRS tax filing very quickly and at a good price. In this COVID-9 world where most accountants only work remotely, he accommodated my computer illiteracy by agreeing to have me drop off my materials at his home, then pick them up later. I am an 81 yo with only social security as income. I don't own a home or other property. The only "complication" is stock investments and a carry forward page. Given my incompetence with computers I have never wanted to do my taxes on line. In the past I have used AARP's free service for seniors, but COVID-19 ended that, so I postponed filing, hoping perhaps that AARP might resume. That did not happen. So I looked at yelp and tried to identify a person who could do my taxes at a good price. I quickly learned that most CPAs deal with more complicated cases and charged high prices. I also learned that most worked exclusively remotely. Further, at this late date, many were not accepting new clients. Others were not returning my phone calls. I had a worrisome night, but the next day I reached David and we worked out the arrangement where I hand-delivered my materials, then picking them up when he finished. He called me almost exactly 24 hours after I dropped off my materials to tell me that he had completed the work. So my worry changed to relief and David's quick response was the salve I needed.”
Financial Advising
“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!”
Financial Advising
“A standard in-store branch. The tellers have been friendly, and I can take care of business quickly and be on my way. Convenient location and plenty of parking in the Fred Meyer lot. ATM outside for easy access.”
Financial Advising
Financial Advising
Financial Advising
“So I saw their ad on 205 sb and have been thinking about getting an IRA so I called and spoke with an amazing, cheery, and helpful woman on the phone and she answered my questions and booked an appointment with the owner. I'm excited to do some financial planning!”
Financial Advising
“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.”
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“Michael is now my go to for building my financial future. I was going to another firm in town, and it was all over the place selling me this and that. Mike built me a financial plan from the ground up. I finally have a plan in place to pay for college, save for my next home and work in some investments too. I was impressed.”
Financial Advising
Financial Advising
Financial Advising
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“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!!”