Hillsboro, OR Investments

Round II - Just found out from Joe that farmers has a new home owners policy and I was able to reduce my cost in half over my previous policy by raising my deductible to ... more

First off, I have no idea how to manage my long term financial goals like retirement or 401k. Thank god for Brian! From what I've learned from him so far I am much less w ... more

When it comes to 401k's and setting goals for retirement, you MUST call Sarah. It's never too early to figure this stuff out. Whether you need help with debt recovery, sa ... more

Kate McDonald-Doctor knows the markets. Is very well prepared. Listens. Let's u make informed, comfortable choices w your investment $ after she presents the options E J ... more

Copeland Construction pays great attention to detail, wonderful communication and took my vision to life! Exceeded my expectations!

After talking to different wealth management firms and managing my own finances for years I finally found a place where I could park my money for long term growth!!!! Ive ... more

Don't do business at this place. Try to ask them a question about investing and they wouldn't even let me in the door. Trying to move my 401k to a different investment. ... more

Late, late everyday Drive thru is closed. In some cases, they tell me to go to another store and do it. I hope that Wells Fargo staff will serve customers mainly.

Cathy was the greatest. Shes so personable and extremely well informed. She explained the entire process for us and was always open to questions.

Goran is a fantastic advisors. He has been managing our HOA reserve funds and we have been able to keep our HOA dues fixed. He is very knowledgable about financial market ... more

Mona Montano identified IRA money that wasn't really working for me. She recommended -- and secured for me -- an annuity product with built-in guarantees that will also ... more

I will not be banking here anymore they hire people who dont even have the right qualifications they have a girl working there who doesnt have her high school diploma and ... more

Outstanding and core vaiues are second to none.

Best Insurance guy in town! Always honest and reliable. We use him for our company vehicle's insurance and Employees Retirement Plan. Highly Recommend

We have used them for years. They are so patient and kind with us. It almost feels as if we have become friends. They go out of their way and are quite trustworthy. Thes ... more

Received outstanding customer service from Kalpana Patange, who was courteous and really tried to help with providing all the information I needed and answer all my quest ... more

Rude and discriminative.

ATMs can only take 1 check at a time

Metlife denied my hospital insurance confinement claim even when my wife clearly qualifies for the benefits. They dont follow the policy and rules. Not worth the energy a ... more