Investing near Wilsonville, OR

“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.”

“I just started trading with the guys at Center St.Gold and Silver. I've been to most of the small trading shops in Washington county and these guys by far are the nicest and easiest going. I've seen. Great to do business with they don't make it hard like all the rest of them.”

“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.”