Financial Reserve
Investment Service
12725 SW 66th Ave #102 Suite 102 Portland, OR 97223The best. Encouaging through the recession and trustworthy help in building assets for the future. Thank you Dave Pederson!
Savvy Tax Chick
Investment Service
18017 SE Rose Street Portland, OR 97267Made it seem so easy! And fun...whaaat? When I needed copies of my taxes they made it very easy. Good people.
Buckingham Strategic Wealth
Investment Service
1211 SW 5th Ave #1200 Portland, Oregon 97204Edward Jones - Financial Advisor: Gary J Thomas
Financial Consultant, Finance Broker, Investment Service
12923 NW Cornell Rd Ste 105 Portland, Oregon 97229Truly 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.
Susan McFadden - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
0110 SW Bancroft St Ste A Portland, Oregon 97239I appreciate Sue's structured approach to getting my finances in order. Thank you!
Kari Skedsvold - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
975 SE Sandy Blvd Ste 210 Portland, Oregon 97214Always a fan!
Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
975 SE Sandy Blvd Ste 210 Portland, Oregon 97214We have received responsive balanced service from Judy Rubino. She has become a trusted advisor.
Brighton Jones
Financial Planner, Investment Service, Estate Planning Attorney
1624 NW Lovejoy St Portland, OR 97209Deschutes Investment Consulting, LLC.
Investment Service, Consultant, Investment Service
200 SW Market St #550 Portland, OR 97201I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also hel ... more
Interactive Wealth Advisors, Inc.
Investment Service
121 SW Morrison St #905 Portland, Oregon 97204I randomly requested a consult and Chris Winn got on a call with me which was supposed to be for 15 minutes with no charge. We are not able to work with him at this point ... more
Cascadia Wealth Advisors
Investment Service
1805 NW Glisan Street Portland, OR 97209I'm very satisfied with the quality of service I get from Greg and the team at Cascadia
U.S Investors International
Investment Service
12909 Southwest 68th Parkway Suite 140, Suite 140 Portland, OR 97223Union Bank
Bank, ATM, Financial Institution
900 SW 5th Ave Suite 200 Portland, OR 97204Monica Ao was the best person there to work with on a mortgage. She took the time to answer all my questions and when it came to getting a rate quote she was by far the ... more
Fidelity Investments
Investment Service
825 SW Fifth Avenue Portland, Oregon 97204God awful company and policies to deal with. Their version of a "roll over" is just send you a check and close your account. Zero rolling over to another account. Woul ... more
Hines Warner
Investment Service
1500 SW First Avenue, Suite 990 Portland, OR 97201Wells Fargo Advisors
Investment Service
13485 NW CORNELL RD PORTLAND, Oregon 97229Wells Fargo Advisors
Investment Service
6785 SW BEAVERTON HILLSDALE HWY PORTLAND, Oregon 97225Nice people. The policies of the bank are terrible. I am a long time customer. Today is the day of the 9th or 10th ugly episode with the bank so I am letting you all kn ... more
Wells Fargo Advisors
Investment Service
5444 SE 82ND AVE PORTLAND, Oregon 97266Their drive thru ATM has been bashed in for 2 weeks now, their drive thru banker area is closed for the same, and their regular ATM has no cash in it and at this point if ... more
Wells Fargo Advisors
Investment Service
845 NW 11TH AVE PORTLAND, Oregon 97209Excellent customer service! Every time I visited, the manager Denise would always go out her way to welcome me in; I've never met a more positive and bubbly person in my ... more
Wells Fargo Advisors
Investment Service
440 SE 181ST AVE PORTLAND, Oregon 97233I had previously given Wells Fargo a less than zero rating, but the president of Oregon Wells Fargo Banks, called me, & she straightened out a "fee issue" with their Gres ... more
Wells Fargo Advisors
Investment Service
9755 SW BARNES RD PORTLAND, Oregon 97225Columbia Associates Wealth Management Group
Investment Service
10200 SW Greenburg Road Suite 300 Portland, OR 97223This property management company has been nothing but horrible. A handyman installed a 1-2 bedroom size garage disposal in a four bedroom house without taking out the dis ... more
Wells Fargo Advisors
Investment Service
1405 LLOYD CENTER PORTLAND, Oregon 97232This branch has the poorest customer service. Got in the branch at 2:05pm, way too early for my appointment at 3pm. Patiently waited. 230ish both banker were done with t ... more
Wells Fargo Advisors
Investment Service
3782 SE HAWTHORNE BLVD PORTLAND, Oregon 97214Hey Wells Fargo this location doesnt seem very inclusive to the local community. I was in on a busy Friday afternoon payday as some call it, and a Spanish speaking person ... more
Wells Fargo Advisors
Investment Service
8334 N DENVER AVE PORTLAND, Oregon 97217Ive been going there for all my banking needs about twice a month; tellers were always nice and professional till today, this female Asian(Korean maybe) teller who has a ... more
Wells Fargo Advisors
Investment Service
11084 SW BARNES RD PORTLAND, Oregon 97225Cant even do a cashiers check. Give me a break. Pathetic. Open an account at onpoint. Youll thank me.
Wells Fargo Advisors
Investment Service
3625 SE CESAR E CHAVEZ BLVD PORTLAND, Oregon 97202My experience with this branch has been great. I was very impressed with the friendly attitude of the tellers. Dauda, the branch manager was professional, competent, frie ... more
Wells Fargo Advisors
Investment Service
1610 NE 122ND AVE PORTLAND, Oregon 97230A local pizza place charged me twice, i wanted the second one taken off, i dislike the telephone automated system, and avoid it at all cost, so i went in to talk to a ban ... more
Wells Fargo Advisors
Investment Service
10305 SE WASHINGTON ST PORTLAND, Oregon 97216I have been with this bank since it was First National, then First Interstate, and now Wells Fargo; and I have never been made to feel soo devalued as a customer as I jus ... more
Wells Fargo Advisors
Investment Service
7615 SW 13TH AVE PORTLAND, Oregon 97219So bad service
Barbara Hutchinson - Morgan Stanley
Financial Consultant, Investment Service
760 SW 9th Ave, Ste 2100 Portland, Oregon 97205Run far far far away.
Wells Fargo Advisors
Investment Service
635 SW 6TH AVE PORTLAND, Oregon 97204Good customer service! I went in to open up a Wells Trade account (independently operated 401k not based on any employer), I spoke with a banker and as it turns I applied ... more
Dan Poe - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
1000 SW Broadway Ste 2200 Portland, Oregon 97205Edward Jones - Financial Advisor: Bradley Boyl
Financial Consultant, Investment Service, Stock Broker
6030 SE 52nd Ave Suite 201 Portland, Oregon 97206Edward Jones - Financial Advisor: David W Garton, CFP|AAMS|CRPC
Financial Consultant, Finance Broker, Investment Service
Centre, 4744 NW Bethany Blvd Suite B-4 Portland, Oregon 97229North Point Wealth Management
Investment Service
7185 SW Sandburg St Suite 200 Portland, OR 97223TradeWinds Wealth Management
Investment Service
4380 Southwest Macadam Avenue Suite 440, Suite 440 Portland, OR 97239Emery Foley Investment Management
Investment Service
321 NE Roth Street Portland, OR 97211Rubino, Skedsvold, Moran and Associates Inc.
Investment Service
975 Southeast Sandy Boulevard Suite 210 Portland, OR 97214Columbia Associates
Investment Service
10200 SW Greenburg Road Suite 300 Portland, OR 97223North Star Wealth Strategies
Investment Service
825 Northeast Multnomah Street Suite 1150 Portland, OR 97232Jason Meiwes - Bank of the West Wealth Management Advisor
Investment Service, Financial Consultant, Financial Planner
222 SW Columbia St #1200 Portland, OR 97201Steven N Spence - RBC Wealth Management Financial Advisor
Investment Service, Financial Consultant, Investment Service
805 SW Broadway Suite 1800 Portland, Oregon 97205Morgan Stanley Financial Advisors
Investment Service
760 SW 9th Ave. Ste 2100 Portland, Oregon 97205Donald Zabudsky is a wealth management expert. I have heard him speak numerous times about Morgan Stanley's investment strategy and how he/they navigate the market. His ... more
The Blank Wealth Management Group - Morgan Stanley
Investment Service
760 SW 9th Ave. Ste 2100 Portland, Oregon 97205Donald Zabudsky is a wealth management expert. I have heard him speak numerous times about Morgan Stanley's investment strategy and how he/they navigate the market. His ... more