Newberg, OR Financial Services

Very patient and wonderful at answering any questions you have.

Positive: Professionalism, Quality, Responsiveness, Value

Misty Reints is very professional and answers any questions that I may have. She also helps me to understand where I should put my money for the best outcome and helps me ... more

Had an account when my parents were alive for many years.

Incredible financial advisor! He seamlessly transitioned us from our old advisor. He responds quickly, and has made us a lot of money and taught us a lot about investing!

A once great customer experience bank in Newberg. Not any more. Try getting any help over the phone, though. All I was inquiring about today was coming in and signing a ... more

Heath is a good solid financial advisor. Conservative as all EJ brokers are. Follows EJs philosophy of buy and hold, we are in for the long term. If you are new to invest ... more

My representative was very professional and helped me understand what was happening and needed.

I have had an account with Columbia Bank when they were West Coast Bank and before that when it was Commercial Bank. I believe its been over 30 years. In that time I have ... more

Can I buy and send bitcoin with this address?

Misty, and Jessica were very helpful and made sure everything was done right and as quickly as possible. Very pleased with the service and will definitely be back next ye ... more

Very friendly never rude. But they really need to open back up. Its been long enough

Friendly staff and great customer service!

Using covid as an excuse for inept management is not acceptable.

I do not recommend this agency. They create barrier after barrier to accessing information. You get passed around to different customer support and no one can find what y ... more

Just not personable anymore, VERY different from the previous owner.RIP. We received a letter from the IRS stating a mistake was made on our return, which we paid $460 t ... more

Our late uncle who lived in Newberg had been a client of Greg and his team for many years. We were so impressed by their handling of our uncles estate tax returns, we dec ... more

The 5 Stars are for Remi, the friendliest, most professional, polite employee who always comes out to happily greet customers. She asks how my day is going and then frien ... more

I have only ever had a great experience with the Newberg branch for many, many years. We have always been treated very kindly, and every issue I've had gets resolved quic ... more

They wouldnt swap a $50 bill that was ripped a little bit for a newer one because I was not a customer of theirs? They said it was fine, but that they would not do it bec ... more

Very professional, knowledgeable, and compassionate!

Great information and easy to work with. I have retirement and insurance with Kelly.

It has been a pleasure working with Peregrine. If someone is searching for 1031 exchanges, I would heartily recommend them.

Cyndy and her whole crew are great to work with. She does our personal and sub s corporate taxes for my business. Highly recommended .

Rude morning manager. Older male looked at my mil and I, was so rude.

Always great , does a amazing job , and if problems arise, she's there to fix the problem without hesitation.

Sadly Rt passed away on july 20 2020. He went in his sleep peacefully. I am sorry if i had known the business was posted on thumbtack i would have posted the sad news muc ... more

I have called twice now about our taxes and have not had a call back from Al. Im starting to think his opinion about women is pretty low. This " he stepped out for 5 min" ... more

I asked for a bank of America and I get Wells Fargo

Jackie Rocks as Always

The ATM was not even plugged in. The ATM hasn't been operational "in years," according to one of the locksmiths. EDIT: Thanks for the reply, and talking to me at the door ... more