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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!!”
“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.”
“Excellent service, very nice people working on this location, great costumer service and very knowledgeable staff who will help you out with all your questions :)”
“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.”
“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.”
“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.”
“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!”
“Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended.”
9:30 AM - 5:30 PM
Traxton CPA, PC, 12725 SW 66th AveSuite 202, Tigard
Financial Advising
“Aaron is a scholar and a gentleman. I walked into his office with what felt like an overwhelmingly confusing situation related to multiple year's of both personal and business tax returns and walked out with peace of mind. Highly recommended!”
Open 24 hours
333 S State St, Lake Oswego
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.”
“Ted, Ryan, & Amber were amazing! They made getting a checking & savings account very easy. They even offered me different ways to help my situation out, with kindness, which I really truly appreciate. I would recommend banking with them as they have excellent options & are very thorough. They don’t budge too much either, making it easy to say no if you don’t want to go certain routes. Thank you guys so much for the amazing customer service! ?”
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“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.”