Eugene, OR Financial Consultant

We have complete trust in Matt and his outstanding abilities in handling our funds. In his highly capable hands we have seen our accounts grow steadily. So happy to have ... more

My family have been trusting Shiloh with our financial planning for many years. She is very kind and friendly. She takes the time to make sure you understand any part of ... more

I have worked with David Goeres for several years and he has taken very good care of me and my financial well-being. He listens to me and my concerns and guides me on my ... more

My first meeting with Cary was very informative and I felt no pressure to invest. He is an excellent listener and provided more then a few perspectives that I never consi ... more

Rick Karr provided immense insight into maximizing the value of my business in a possible sale. He delivered numerous scenarios to consider, and treating me like an king. ... more

Tim and his team have done a great job servicing my companys 401k plan. I really appreciate the time and energy they put into putting a financial plan together for the pa ... more

Positive: Professionalism, Quality, Responsiveness, Value

So glad to have someone finally explain things to me so I could understand a bit of the world of investing. I really feel confident that someone is actively working on my ... more

David was extremely helpful as always, would recommend him to anyone.

Tim and his team have done a great job servicing my companys 401k plan. I really appreciate the time and energy they put into putting a financial plan together for the pa ... more

Kyrene is knowledgable and passionate about the work she does. I would not only work with her again, but also confidently refer anyone I know to her.

I switched to Charles Schwab after 2 years with Craig. The Edward Jones fees are astronomical. Schwab is free. Do not be afraid to manage your own assets unless you are w ... more

Positive: Professionalism, Quality, Responsiveness

My college account was given to me to run when i turned 18. My mother used Merrill Lynch and followed her advisor through Morgan Stanley to UBS for her financial plannin ... more

Recently my family experienced a loss and Peter was the manager of the account holdings. Not only did he complicate the proceedings throughout but individually he attempt ... more

Amazing people that offer the highest level of customer service!!!

Greg Hansen has worked with the law firm I have been employed at for 20+ years, following his Dad Kent. Greg is AWESOME - very helpful and patient in talking with you an ... more

If you have a relative who is elderly, or in memory care, Avanti is an excellent resource. My mom lived in Oregon, but I was living in Los Angeles. So they were able to g ... more

This is a Good Investment Firm! We've been with JoLayne for years and she has Always had our best interests in mind! Now that we're retired she is Very Informative & Good ... more

Great folks you can trust!

There are no options for zero. The way theyve treated a disabled family member is sickening. And they allowed his sister to make changes to his account without permissi ... more

David and Sheri are always so helpful. If i have a question or concern they are always willing to make the time to address it. Plus the wisdom and guidance is remarkable. ... more

Jeff is awesome. I trust in him to take care of my agents' retirement accounts. He gets great returns for his clients. He specializes in listening to each client's needs ... more