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“Samantha Reed is the best! She tackled such a ridiculous, unnecessary situation caused by another bank like a boss and handled it promptly with a smile on her face. Thank you Samantha! You definitely deserve a raise! Also, I’ll forever bank with Oregonians now.-Josh”
“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.”
“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.”
“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.”
“Sherman, Young and associates were a true pleasure to work with. I waited until the last minute to get my taxes done and Greg Young was professional, knowledgeable and prompt. I recommend anyone to Sherman, Young and Associates who values integrity, professionalism and superior service.”
“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.”
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!”
“Lubna Alsaberi is super amazing! Lubna not only helped me and wife with a 12 month CD, but also waived international wire transfer fees for being a loyal US Bank client.The branch is always super clean and people are always super nice when you walk in. The most convenient is the ATM drivethrough and inside the branch which is open during weekends and offhours!”
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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.”