Portland, OR Investment Service

I am at Stifel because of Bianca Urdes. She is the best financial advisor I’ve ever worked with. I’m impressed with both her investment choices and unparalleled atten ... more

The Team at Finity Group are super helpful with managing my investment portfolio. They are always available to answer my questions. I appreciate the quick turn around. Fi ... more

Staff were helpful in finding the answers to my questions about an old account.

Didn't have to wait in line very long. A couple of minutes at most. The teller was very helpful and my entire time at his window couldn't have been more than five to ten ... more

Kelly has been extremely helpful in our financial planning over somewhat awkward ground--one of us retired and freelancing, and the other one still working fulltime. Afte ... more

Good wood

Sent an application form with money along with it, they took it, gave me a pin number but never a user ID. It's been over two months now and I still cannot create an acco ... more

FW unfortunately is a lock-it-in company. It will lure your money in and even when market is about to change drastically they will keep you away from working on your inve ... more

I'm a tax preparer and I have called many times and have left voicemails and emails about getting information for my clients 401k plan I have not received any communica ... more

they just want ur property no matter what hardship they bring upon you.

I have been learning from Mike & Tyler since 2012. They are generous with their time and knowledge. If anyone is thinking about doing business with them I would highly re ... more

Keep your hope.for God will guide you.

performed service that needed corrective repair; fails to return calls or response to text in effort to schedule repair

One of their trucks nearly ran me off the road as I was attempting to merge onto the I-10 from Williams Blvd. onramp. Unfortunately I could not get a clear picture of his ... more