Lake Oswego, OR Investment Service

Patrick is knowledgeable, professional and personable. He has greatly improved my retirement plan.

Love working with WealthFactor! They are professional, timely, and most important - great people. I highly recommend WealthFactor!!

A wonderful team of individuals who are deeply committed to their clients.

I can't say enough about Prudential. We use them for investments, life insurance and an annuity. Very respectful and listened to our needs. They have a lot of options. ... more

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 ins ... more

Amazing Customer Service! Very rare these days... I would highly recommend Kevin

Tripp has been my advisor for many years now and I trust him completely. He gives honest, knowledgeable advice and truly cares about his clients. I highly recommend him ... more

You could never ask for more caring people. They are the very best in the business. If I could rate them 10 stars. I'd do it in a heartbeat.

I had tried contacting my Palladio Group via email, and then they threw my email back at me! I was going to tell them that I have found one nice VPN from ProtectStar Inc. ... more

Kieric takes the time to listen and get clear on what is important, whether you are just beginning the journey to financial literacy and planning or if you are transition ... more

Dropped me like a hot potato via email as soon as I pointed out a miscalculation & a disability of my own. Never met Matt my advisor in person. Definitely not disabilit ... more

They were closed. Apparently, they are moving.

Sold me an annuity that was defective which stopped issuing me payments I was entitled to. They have now gone out of business.