After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.

The only reason I gave a rating of "five" is because there isn't an option to give SIX!…read more My wife and I have had a lot of experience over the last 23 years buying and selling properties. We had been watching property in a very specific part of town for nearly two years. As our country's financial outlook began to turn gloomy, we decided we'd better pull the trigger quickly before rates went to the moon. A friend we trust recommended Phil Gerstner at Lighthouse Home Loans. We reached out to Phil and the rest is history. Understand, we've bought and sold more than a dozen properties in a couple of decades and we have NEVER had such an OUTSTANDING experience as we did with Phil and his team. We thought for certain we'd waited too long and would pay the price through high rates. Phil shopped our loan HARD and found us several options to choose from that made sense and were manageable for us. Phil took the time to teach us about the process, broke each option down into steps that helped us understand potential outcomes BEFORE we made a decision. We have NEVER had a broker take the time and spend the energy doing this before and we have come to VALUE Phil's thoughtful input. I CANNOT RECOMMEND PHIL AND LIGHTHOUSE LOANS STRONGLY ENOUGH. You will be doing yourself, your family, and your future a huge disservice if you don't at least have a conversation with him, talk about your plans, dreams, and options. Thanks Phil and Lighthouse! We LOVE our new home.

Phil was knowledgeable, responsive and extremely helpful in making sure we had a good experience as…read morefirst time home buyers. He made every effort to get us the best deal and was constantly giving us good news. I really liked working with Phil and Lighthouse Home Loans. I would HIGHLY recommend them to anyone.

Fantastic customer service, very low minimum balance, great mortgage rates. Very happy to be here!read more

I decided to open a business account with this institution due to the many perks they give you…read more Amber was so quick to answer any questions I had and helped get my account set up quickly. Every time I come into this branch staff always welcomes you upon entering, the establishment is always clean and the staff is quick to assist you even when there is a line in the branch you don't have to wait very long. I'm definitely glad I chose OnPoint for my banking needs!

Dale Hill is a trusted financial adviser. I have used his services for nearly 15 years. He has…read morenever steered me wrong.

We have been with this business for years, and they truly have our best interests in the forefront…read morein their advice! Kadi is accessible and knowledgeable.

From the owner: As specialists working with those retiring from Oregon PERS (Oregon Public Employees System), we…read morewill guide you through the process step by step. We have a vast knowledge of the Oregon PERS system and pride ourselves on helping clients determine better investment opportunities for their individual retirement.

I love Charles Schwab but I would recommend using one of their financial adviser's in another…read morebranch. On Aug 7th I had a meeting to setup two accounts and get some advice. I called to inform them I was running ten minutes late and when I arrived, John, was meeting with a couple who had walked in. Instead of my scheduled meeting with John I spoke with his wife Melanie. She setup the two accounts without any problems and I left with the plan to follow up with John and have several questions answered. Some questions where time sensitive and others were for future planning. The following day I called and talked to Preston to get John's email address. Melanie didn't have a card to give me the previous day and I couldn't find an email address on Schwab's website. Preston didn't know it off the top of his head but was able to look it up. I sent two emails to John and waited for a response. After three days I hadn't gotten any response or even acknowledgment that they had received my emails. I called and again talked to Preston. He verified that I used the correct email and said that John would call me in a few minutes which he did. He apologized and said he had been busy and started reading my email questions. They primarily involved a trust and it was late in the day on Friday so we agreed he would look into it further on Monday and get back to me. Eleven days later I had not heard anything I called and asked Preston if I could talk to Melanie. Knowing she was John's wife and she had originally setup my accounts maybe she could help me. She apologized and said she would go over my emails with John and one of them would get back to me in a few hours after lunch. That was two days ago. To date I have contacted their office several times, they have continually told me they would get back to me and I have yet to receive a single answer to any of my original questions. The time window that I needed some of my questions answered came and went. I would recommend anyone needing service from Schwab to work with the offices of Eugene or Bend. I have had good experiences with both. Actually I got more answers from an online chat with a Schwab employee than I got from John and Melanie in the Salem Branch.

I want to say how much I appreciate the time I spent with John Smith explaining to me the different…read moreways that we might go in investing with Charles Schwab. John is very knowledgeable and able to explain the ins and outs of investing in either ETFs or Mutual Funds in a way the ordinary person with not much experience can understand. He is not only very professional but also very friendly and we look forward to working with him in developing our future financial investments.

This is a scam. They use public information to mail out fear-mongering notices. Do NOT send them…read moreany money.

I just received the same paper. Now it is in Sacramento CA…read moreLook legit but if you pay attention. You can tell this is a scam & phony address. Service & mailing address are different.

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.