My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

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.

Wow, what a stand up lady Violet is. She's polite,…read moreintelligent and professional. She's not all straight faced and intense though.. she's got a great sense of humor and goes above and beyond for her clients. I've been a client of Violet's for years now.. where ever she goes, I will follow!

When I moved to the area I looked for an insurance agent. I found Violet through Yelp based on…read moreother's reviews. She walked me through the process of getting the auto insurance, she was very responsive, and diligent getting everything done in time for me to present to the dealer. A few months later I added my renters insurance and she was able to get me a good combo deal that suited my insurance requirements. Overall, very professional, diligent, and great customer service. Highly recommended.

During this challenging year we have had many changes, some have gone smoothly others not so much…read more Donna was one of the very smooth and easy transitions in an otherwise overwhelming search and understanding of the healthcare insurance industry. She is knowledgeable, compassionate and completely patient! I have never had to go and get my own healthcare and the daunting task was overwhelming when I started on my own with a Google search. I made a huge mistake of filling out a form for a site and then BLAM...my phone never stopped ringing! Thankfully, Donna and her group had been highly recommended to us and she was a blessing, I couldn't have done it without her! Don't do this on your own, get professional and immediate help from the Quintana Group in Lake Oswego!!

I have been with the Quintana Group for several years. Shane is fantastic and always has my best…read moreinterests in mind when we go over my health insurance needs. Prior to talking each year, he reviews what I have and is able to guide me through each step. Shane is always patient and knowledgeable. I never feel pressured or rushed and he always is able to explain the difference between all the different choices. I highly recommend this company!

They were great and got us squared away. I had been with one of those companies you see on tv but…read moreafter getting a crummy claim I knew it was time to start looking around. The team at Montgomery and Graham got us better insurance and they will be by my side of I ever need to file another claim.

Excellent Team that's totally tuned in to my needs concerning insurance…read more Over the last 15 years they have gone the extra mile to give support.

I was very disappointed in dealing with this agency. Mallory did not tell me the truth about how…read morethey work and then quoted 170% higher rate than I currently have. Very sad indeed!

Long story short - hadn't heard from my insurance provider in years - bought a new car and got a…read morequote from Bill Higley Insurance and even adding an additional car to my policy it was still more than $1000 a year cheaper than my previous insurance. They work magic here.

I'm so grateful to have found this local State Farm office near my home there in Oregon. I wanted…read moreto find a local office who I know I can count on in case I need to make a personal visit and/or call over the phone. After searching on Google, I was able to get in contact with Josiah Sanne who took the time to help me provide an auto insurance quote and explained everything in detail on how much I would be saving including bundling both my auto and homeowners policies together and also saving even more by utilizing their Drive Safe and Save bluetooth device that monitors your driving habits. Prior to this call, I was a loyal Allstate customer for more than 30 years. Their rates have drastically been on the rise and it's been very difficult for my family and I to keep up with their unreasonable rate increases which no longer comfortably fell under our budget. None of those 30 years of loyalty mattered or had any value to Allstate. You're just another number to them. Part of the motivation to shop around for a new policy was that I recently lost my job after almost 5 years at that previous employer and the current situation has put our family in financial hardship so I needed to explore ways to save money especially during this challenging time. Josiah was very cordial and he made my experience and entire process more pleasant. Josiah and I spent more than 30 minutes over the phone going over the numbers while trying to keep some of the same coverage amounts. He was able to get my policies straightened-out and help save money. He valued every second and minute of my time that I was on the phone with him. I saved a lot by ditching Allstate and redoing my Homeowners policy and also my auto coverage payments per month. Since my daughters are both in college, I anticipate some savings there as well. If you feel that your current insurance company is devaluing your personal being and loyalty, give State Farm a try. I did and just that call with Josiah made a huge difference! I encourage you to do the same. No everyone's situation is the same, but mine came out positive. I asked how long Josiah has been with the office and he said 6 months but he handled my experience like a seasoned veteran and pro! Thank you Josiah for helping me find ways to save money in this difficult time. I'm so grateful!

Colby fixed me up with car insurance in about 15 minutes! He was easy to talk to and efficient…read moreplus he helped me save $200 over my last insurance company. I really appreciated the fact that I now have a State Farm agent only miles from my house.