Medford, OR Financial Consultant

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

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

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

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!

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.

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

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

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

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

The venue is ok for a small event, but no matter the size of the event, parking is horrible. Not enough space and hate having to park further away not because of the havi ... more

Allstate Financial Services has truly raised the bar when it comes to customer service. Their team is not only professional but also genuinely cares about their clients. ... more