Portland, OR Financial Consultant

Truly seems to care about me as a person, not just an account. Also, I love that I can get right through to a real person any time I call with a question.

Kevin and John are a great team working together for the betterment of there customers. I love that they will take a person interest in there clients at times to insure t ... more

Horrible customer service. Called him twice to get some advice and never heard back

Pat Darragh is truly great at what she does. She goes the extra step to meet her clients' needs, always putting them upper-foremost in her mind. She also deeply cares ... more

So many good things to say about Hailey! Where do I start? She is approachable, friendly, patient and intelligent. She is a good communicator and a good listener. Hailey ... more

These ladies are great lot of experience as masseuse their polite friendly and clean go see them it's well worth the money 💰 they are new to the area and a great impro ... more

The hours are wrong, closes at 5pm, but the store says that..... Google has that part wrong

My husband and I love Brandon! We both feel that we can trust him implicitly with our money. He is extremely straightforward, honest, and ethical. He gives us sound ad ... more

Comfortable office. Very experienced and competent financial advisor.

Drew and his staff are just right for my needs. Managing wealth and savings at a reasonable cost. He works hard to have you positioned well.

Joni is an amazing Financial Planner. I have been so impressed with the way she has been very communicative and consistent with staying in touch with us regarding our fun ... more

Josh has HIGH INTEGRITY. I have worked with referring very different clients to him. He has treated them all very well. One I specifically remember: Josh listened and hea ... more

Scott and Robyn were fantastic to work with and I highly reccomend them. Their knowledge of real estate, the market and their professional approach is outstanding! They ... more

Donavan was extremely personable and professional. Would recommend 10/10

If you looking for a financial adviser and want to actually feel safe, Cristian is the ONE you need! No one works for free, but some professionals overcharge... Not Chris ... more

Positive: Professionalism

Started going to them for tax prep back when was named Columbia Bookkeeping. Great staff. Highly recommend this company.

My friend was telling me it a good place to work and the view of Portland is awesome

Run far far far away.