Medford, OR Investments

I interviewed MANY financial advisors in the area and Zach was definitely the right choice. He listens to me and explains everything very thoroughly. He's always keepin ... more

Weve had James Monroe as our financial advisor for over a year now. Always takes the time to explain things which we really appreciate. Everyone Ive met at OPFA is great ... more

I have been a long-time customer of Don Prescott. He and his office staff are fantastic. I recently retired and they've done an excellent job managing my financial affair ... more

Shane was an absolute gentleman. He was very responsive, communicative and professional, if I need anymore work done I know who I am calling.

Ron is a very energetic and knowledgeable advisor who is willing to spend as much time as possible with clients to gather information and insure that he is guiding them t ... more

Positive: Professionalism

I knew I wanted to work with a Certified Financial Planner, and Zach is very well known and respected in the community. My wife and I have been so pleased at how much Za ... more

Working with Danny was great! We’re new to the market and it’s very different than what we are used to. Danny showed us houses that met our needs and were in our budg ... more

Carol is amazing. Sometimes I feel as though I'm her only client. Between her and Mishan, her office manager, they keep me and my goals on track!

Michal was very insightful and informative. I was lost when I began my investment journey and she helped me understand how simple it can be to take control of my future a ... more

We rented from Tanya for a little over a year and while we were living in the home her and her team were great. They graciously allowed my dog in the home. We never bothe ... more

Fast in and out service for a bank. This place is a must have if you value time and your money being properly handled.

Derek was great to work withprompt, good communication and easy to work with all around

Jesse Troyer is very wonderful to work with. He is great with communication and he cares about his clients. I enjoy working with him very much. Great Loan Officer!

I was very impressed by the amount of information l received. Mr Cox answered all my concerns.

Best company for all of your Financial needs! Easy to work with and very detailed oriented. Helped my company grow and succeed!

Strongly suggest the guy. Hard working and honest!

Wow! Keegan was so insightful and encouraging. We are excited to work with him!

I wanted to talk with an actual person and wasnt able to.

Wow, amazing. they helped me get everything organized for my Medicare A B D and G. You are under excellent care with this company. same as they have been for the past 20 ... more

Elevation Capital is the best! They are so helpful and very professional. I recommend them to anyone who needs financial advice. They sent me a box of Sees candy for Chri ... more

Great friendly staff. Able to assist my banking transactions with knowledge and professionalism. Opening the CDs were also done with my questions being answered by the st ... more

Keith and Angie are awesome people and really care about the people they serve.

Will not do Notaries for non-members. They will not even do it for paynent.

This location is really ideal for a quick visit. Pretty rare to have a line at the ATM or inside. Honestly I don't want more people to use this location They keep the pr ... more

Brenda Stein is amazing! She has been our financial advisor for about 4 years. She is so kind and so good at her job. I highly recommend her.

Turbo Tax would have been better. We went to Ben in February and it took so long we had to pay late penalties. The man made a typo in the amount of 10 thousand dollars ... more

Very disappointed! My bank account information was I entered incorrectly on my return! When I let Alex know he said he read back to me what was typed on the form. He h ... more