Portland, OR Investment Service

( 1 Reviews )
Financial Reserve Logo

Financial Reserve

Investment Service

12725 SW 66th Ave #102 Suite 102 Portland, OR 97223
Gary Dixon

The best. Encouaging through the recession and trustworthy help in building assets for the future. Thank you Dave Pederson!

( 17 Reviews )
Savvy Tax Chick Logo

Savvy Tax Chick

Investment Service

18017 SE Rose Street Portland, OR 97267
Sharon Stahly

Made it seem so easy! And fun...whaaat? When I needed copies of my taxes they made it very easy. Good people.

( 1 Reviews )
Buckingham Strategic Wealth Logo

Buckingham Strategic Wealth

Investment Service

1211 SW 5th Ave #1200 Portland, Oregon 97204
( 1 Reviews )
Edward Jones - Financial Advisor: Gary J Thomas Logo

Edward Jones - Financial Advisor: Gary J Thomas

Financial Consultant, Finance Broker, Investment Service

12923 NW Cornell Rd Ste 105 Portland, Oregon 97229
Whowans Tono

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.

( 1 Reviews )
Susan McFadden - Financial Advisor, Ameriprise Financial Services, LLC Logo

Susan McFadden - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

0110 SW Bancroft St Ste A Portland, Oregon 97239
McFadden

I appreciate Sue's structured approach to getting my finances in order. Thank you!

( 2 Reviews )
Kari Skedsvold - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Kari Skedsvold - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

975 SE Sandy Blvd Ste 210 Portland, Oregon 97214
Alex Flagg

Always a fan!

( 2 Reviews )
Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Judy Rubino - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

975 SE Sandy Blvd Ste 210 Portland, Oregon 97214
Victoria Chamberlain

We have received responsive balanced service from Judy Rubino. She has become a trusted advisor.

( 1 Reviews )
Brighton Jones Logo

Brighton Jones

Financial Planner, Investment Service, Estate Planning Attorney

1624 NW Lovejoy St Portland, OR 97209
( 8 Reviews )
Deschutes Investment Consulting, LLC. Logo

Deschutes Investment Consulting, LLC.

Investment Service, Consultant, Investment Service

200 SW Market St #550 Portland, OR 97201
Julie Blackwell

I 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

( 7 Reviews )
Interactive Wealth Advisors, Inc. Logo

Interactive Wealth Advisors, Inc.

Investment Service

121 SW Morrison St #905 Portland, Oregon 97204
Kris Vargas

I 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

( 3 Reviews )
Cascadia Wealth Advisors Logo

Cascadia Wealth Advisors

Investment Service

1805 NW Glisan Street Portland, OR 97209
George Mase

I'm very satisfied with the quality of service I get from Greg and the team at Cascadia

( 1 Reviews )
U.S Investors International Logo

U.S Investors International

Investment Service

12909 Southwest 68th Parkway Suite 140, Suite 140 Portland, OR 97223
( 6 Reviews )
Union Bank Logo

Union Bank

Bank, ATM, Financial Institution

900 SW 5th Ave Suite 200 Portland, OR 97204
Chad E

Monica 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

( 8 Reviews )
Fidelity Investments Logo

Fidelity Investments

Investment Service

825 SW Fifth Avenue Portland, Oregon 97204
B J

God 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

( 1 Reviews )
Hines Warner Logo

Hines Warner

Investment Service

1500 SW First Avenue, Suite 990 Portland, OR 97201
( 1 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

13485 NW CORNELL RD PORTLAND, Oregon 97229
( 21 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

6785 SW BEAVERTON HILLSDALE HWY PORTLAND, Oregon 97225
Joseph Krisky

Nice 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

( 41 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

5444 SE 82ND AVE PORTLAND, Oregon 97266
Savanna Leonard

Their 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

( 22 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

845 NW 11TH AVE PORTLAND, Oregon 97209
A Braswell

Excellent 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

( 63 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

440 SE 181ST AVE PORTLAND, Oregon 97233
Kimberly Reed

I 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

( 0 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

9755 SW BARNES RD PORTLAND, Oregon 97225
( 1 Reviews )
Columbia Associates Wealth Management Group Logo

Columbia Associates Wealth Management Group

Investment Service

10200 SW Greenburg Road Suite 300 Portland, OR 97223
Bobby Mahaffey

This 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

( 33 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

1405 LLOYD CENTER PORTLAND, Oregon 97232
Mary Ann Austria

This 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

( 20 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

3782 SE HAWTHORNE BLVD PORTLAND, Oregon 97214
Maressa Lopez

Hey 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

( 24 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

8334 N DENVER AVE PORTLAND, Oregon 97217
Z B

Ive 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

( 15 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

11084 SW BARNES RD PORTLAND, Oregon 97225
D M

Cant even do a cashiers check. Give me a break. Pathetic. Open an account at onpoint. Youll thank me.

( 23 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

3625 SE CESAR E CHAVEZ BLVD PORTLAND, Oregon 97202
Liz Donadio

My 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

( 37 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

1610 NE 122ND AVE PORTLAND, Oregon 97230
robert weir

A 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

( 36 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

10305 SE WASHINGTON ST PORTLAND, Oregon 97216
Bob Bailey

I 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

( 24 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

7615 SW 13TH AVE PORTLAND, Oregon 97219
Samer Ibrahim

So bad service

( 1 Reviews )
Barbara Hutchinson - Morgan Stanley Logo

Barbara Hutchinson - Morgan Stanley

Financial Consultant, Investment Service

760 SW 9th Ave, Ste 2100 Portland, Oregon 97205
Sonja Allen

Run far far far away.

( 43 Reviews )
Wells Fargo Advisors Logo

Wells Fargo Advisors

Investment Service

635 SW 6TH AVE PORTLAND, Oregon 97204
Lucas Kerper

Good 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

( 0 Reviews )
Dan Poe - Financial Advisor, Ameriprise Financial Services, LLC Logo

Dan Poe - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

1000 SW Broadway Ste 2200 Portland, Oregon 97205
( 0 Reviews )
Edward Jones - Financial Advisor: Bradley Boyl Logo

Edward Jones - Financial Advisor: Bradley Boyl

Financial Consultant, Investment Service, Stock Broker

6030 SE 52nd Ave Suite 201 Portland, Oregon 97206
( 0 Reviews )
Edward Jones - Financial Advisor: David W Garton, CFP|AAMS|CRPC Logo

Edward 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 97229
( 0 Reviews )
North Point Wealth Management Logo

North Point Wealth Management

Investment Service

7185 SW Sandburg St Suite 200 Portland, OR 97223
( 0 Reviews )
TradeWinds Wealth Management Logo

TradeWinds Wealth Management

Investment Service

4380 Southwest Macadam Avenue Suite 440, Suite 440 Portland, OR 97239
( 0 Reviews )
Emery Foley Investment Management Logo

Emery Foley Investment Management

Investment Service

321 NE Roth Street Portland, OR 97211
( 0 Reviews )
Rubino, Skedsvold, Moran and Associates Inc. Logo

Rubino, Skedsvold, Moran and Associates Inc.

Investment Service

975 Southeast Sandy Boulevard Suite 210 Portland, OR 97214
( 0 Reviews )
Columbia Associates Logo

Columbia Associates

Investment Service

10200 SW Greenburg Road Suite 300 Portland, OR 97223
( 0 Reviews )
North Star Wealth Strategies Logo

North Star Wealth Strategies

Investment Service

825 Northeast Multnomah Street Suite 1150 Portland, OR 97232
( 0 Reviews )
Jason Meiwes - Bank of the West Wealth Management Advisor Logo

Jason Meiwes - Bank of the West Wealth Management Advisor

Investment Service, Financial Consultant, Financial Planner

222 SW Columbia St #1200 Portland, OR 97201
( 0 Reviews )
Steven N Spence - RBC Wealth Management Financial Advisor Logo

Steven N Spence - RBC Wealth Management Financial Advisor

Investment Service, Financial Consultant, Investment Service

805 SW Broadway Suite 1800 Portland, Oregon 97205
( 3 Reviews )
Morgan Stanley Financial Advisors Logo

Morgan Stanley Financial Advisors

Investment Service

760 SW 9th Ave. Ste 2100 Portland, Oregon 97205
Todd Hartwig

Donald 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

( 3 Reviews )
The Blank Wealth Management Group - Morgan Stanley Logo

The Blank Wealth Management Group - Morgan Stanley

Investment Service

760 SW 9th Ave. Ste 2100 Portland, Oregon 97205
Todd Hartwig

Donald 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

( 0 Reviews )
Douglas J Perry - BancWest Investment Services Wealth Financial Advisor Logo

Douglas J Perry - BancWest Investment Services Wealth Financial Advisor

Investment Service

222 SW Columbia Street, Suite 1200 Portland, Oregon 97201
( 0 Reviews )
Andy Norris - Ameriprise Financial Services, LLC Logo

Andy Norris - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

1000 SW Broadway Ste 2200, Ste 2200 Portland, OR 97205
( 0 Reviews )
Jeffrey Tinnin - Ameriprise Financial Services, LLC Logo

Jeffrey Tinnin - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

10260 SW Greenburg Rd Ste 1170, Ste 1170 Portland, OR 97223
( 0 Reviews )
RJ Norris - Ameriprise Financial Services, LLC Logo

RJ Norris - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

1000 SW Broadway Ste 2200, Ste 2200 Portland, OR 97205
( 0 Reviews )
Kirk Matteson Logo

Kirk Matteson

Investment Service

9700 Southwest Capitol Highway Suite 150, Suite 150 Portland, OR 97219
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