Jessica helped us with the purchase of our first home and TWO refinances! With every interaction,…read moreshe was friendly, knowledgeable, and able to translate the (complicated) language of mortgages to me. I always felt comfortable asking questions to her; she was patient in her explanations and was always a good listener. Couldn't recommend her enough!

Amazing home buying experience! Made the whole process so easy and streamlined everything. Used…read moreGuild for my refinance also with no issues. She was always available to help and answer any questions throughout the process. I know she probably has a lot of clients, but Jessica makes you feel like you are the only one. Just because of the time and attention she devotes to her clients. Additionally have to shout out it is amazing to work with strong intelligent women helping other women buy their own homes! Thanks for everything Jessica!

I have been a client at Foster and Associates in Wilsonville, OR since 2020. I highly recommend…read morethis company for planning retirement investments. I appreciate their attention to detail supporting each client's financial goals. As a teacher, I needed such guidance and am thankful to Bryce, my financial advisor.

Highly recommend Hayley Cisco for all loan applications and financial help. She takes the time to…read moreexplain and help through the paperwork. She has a professional attitude with a smile . Thank you Hayley Cisco for being so nice...

Took out my second title loan from this location to find some summer projects. Once again I am…read morepleasantly surprised by the professionalism and speediness of their service. Took less than half a day from a no appt walk in to walking out with the loan I needed . Spent a total of 45 in the office, the rest of the time I made a target and lunch run waiting for my application to be approved . About an hour !! Would recommend this location !

I've been with these guys since 2014. The only reason I'm leaving them is because I'm moving down…read moreto California. Alexis and Eric are absolutely the best. So nice and helpful. I only hope to find an agent down there that is as cool.

Eric has been my insurance agent for 20+ years (longer that a lot of relationships I've had). He…read morealways goes out of the way to get you the best deal possible, as well as offer great advice, and guidance with any issue I've had. I've sent many people to Eric and will continue to do so, and I know they will be treated just as well as I have been. Eric is the best in the business.

Working with Joel Morgan was easily one of the best professional experiences I've had during this…read morewhole home-buying journey. From day one, Joel was transparent, forthright, and took the time to walk me through every step of the process, not just what was happening, but why it was happening and what each choice meant for my future. He's the kind of person who doesn't hide behind jargon or canned answers; instead, he gives you clarity and confidence by being completely honest and thorough. Throughout the process, he made himself available whenever I needed to talk, and no question was ever too small or too "beginner." He talked me through interest rate options, loan structures, and timelines, always making sure I understood the pros and cons of each decision. I never once felt pressured, rushed, or like I was being sold something. When the house I was trying to buy hit a rough patch during inspection, with serious questions about the foundation, Joel was sympathetic, calm, and reassuring. He didn't try to push me in one direction or another; he simply offered clear information and possible paths forward, letting me decide what was best for me. That mix of expertise, patience, and genuine human empathy is rare. Joel also has a sincerity about him that's immediately disarming. He's personable without being performative, the kind of person who listens fully before responding. I could feel that he genuinely cared about me as a client and as a person, and that authenticity made a stressful process much more manageable. I walked away from closing not just with a home, but with a deep appreciation for how much smoother and more transparent Joel made the entire process. I can say with complete confidence that I trust him, and I'd recommend him to anyone who wants a loan advisor who leads with honesty, warmth, and real integrity.

Joel Morgan is an incredible guy!! His staff his high class and was a pleasure to work with! I…read morewould recommend this company to any person looking to buy a home! Thanks Joel for an awesome experience!

One of the things that stands out to me about Dave is his approachablity. He really is in the…read morebusiness to help his customers and the people who work with him. I'm in his industry as well and we met recently to discuss best practices and agency management and what occurred to me is his experience, and his relationship with the carrier he represents, American Family, is something that his clients shouldn't take for granted. It's rare that you have an agent with the personality, experience and relationship with the various people within an insurance company that he has. Many people check out Yelp and Google just to research a business before they make a decision. If you're doing that right now, I'll let you know that in terms of credibility, value, and care about clients, you won't do much better than Dave!

Friendly salesman but the customer service is not great. The agent/AMFAM is only interested to sell…read morenew policies, and lacks integrity. Beware, the quotes provided by the agent don't mean anything after you pay in full for 6month/12 month policy terms even if there are no claims. The company removes discounts after you pay in full (or the agent misleads by adding discounts to win your business with a low quote with the intention of charging more?). The agent doesn't own the mistake, doesn't help to resolve issues, expects more money, and even worse doesn't care when the shady company cancels the fully paid policy much before the policy end date, uses the paid policy premium for unfair fees that it charges. By the way, for the renewal, the company expects payment one month in advance or one could incur late charges.

Spencer has a been a great agent since I moved to Portland. Through him I have insured my home and…read morecar. He's super easy to work with and extremely prompt when you need advice or a quick turn around on paperwork. I would high recommend Spencer for all your insurance needs.

Spencer is a great agent to work with! I know him from the Gresham Chamber of Commerce and he is a…read moreprofessional and kind man that is always looking in your best interests. I highly recommend you talk to him about any questions or insurance issues. He takes good care of his clients and community.

My husband and I have worked with Chris Stutes, and now with his son Matt, for decades. They…read morehandle both our personal and business accounts. We greatly appreciate how knowledgeable they are, and how they have successfully watched over our investments.

This is not a good business. Mr. Chris Stutes who owns this business is an out and out liar…read more He sold us a REIT several years ago and told us that it was a 7 year commitment. It is way over 7 years later and we have so far lost $40,000 dollars of our $75,000 investment. We still cannot get our money out. Note, the one star, it actually should be none but have to rate it to make a review. We should have been more careful when Mr. Stutes advised us that he didn't want anything in writing. A big RED FLAG. If you want a good and fair money adviser do not use Cornerstone Wealth Management in Canby, Oregon.