Employee named wolf is very thorough, detailed, friendly, helpful and will go the extra mile to do…read moreyour fidelity transactions accurately and timely. Great job hiring him. He helped me over the phone today and a great listener too! Give him a raise! He's a keeper! Thank you Wolf from Paula. Have a great day!

They hold money for extended periods of time. Their customer service is extremely unhelpful.read more

They are very transparent with the gold and silver prices as of today so I felt confident that I…read morewas getting the best value for my coins. Professional and very nice to me!

Chose them for their high rating here on Yelp. Got my scrap gold together, took my husband and off…read morewe went. Really didn't know what to expect, don't know how much a "gram" is. I know 28 of them equal an ounce. I did have an old WW scale and figured I might have 2 ounces. A 55 year old ladies watch, a couple of small gold necklaces and 6 gold dental crowns. Not all of it was gold, jewelry from my mom. Went in and I swear 15 min later it was tested, weighed and I walked out with a check that could pay for a cruise. Lovely people, patient, answered all my questions. AND FUN!!!

I met with Tim James this morning and for the first time in my life I feel like I have a plan for…read moremy financial future. It is possible even with a low income to save for a retirement. The bonus is a 3 day 2 night hotel stay just for meeting with him. No pressure or obligation to purchase anything! I was very skeptical and not one to fall for scams. So for me to recommend his services..... well let's just say you should find out for yourself. Thanks Tim!!!

BEWARE! Tim Clairmont, the founder and CEO of this firm, had his certification as a Certified…read moreFinancial Planner suspended by the CFP Board in December 2023 for 30 months for the following reasons: -- failing to act in the best interest of the client and not planning for tax consequences. ​ -- Not exercising reasonable professional judgment in investment recommendations. ​-- misrepresented his legal history in the Ethics Declaration. ​ See full ruling by the CFP board at: https://cdslot.cfp.net/-/media/case-histories/ch-33677.pdf

Lori Ellingson is an extremely knowledgeable professional. She is very helpful in the area of…read moreinsurance, investments and retirement. I have taken her classes at West Valley College.

Luna Jaffe, Investment Representative…read more Luna is a very smart, capable, and understanding woman who spoke at my work a few months ago regarding how women invest and manage their finances. She doesn't speak down to you if you don't have a lot of experience with investing or other financial situations. I would definitely recommend that you visit her. She offers free consultations and her office is in Multnomah Village (which I adore).

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

Would give them zero stars if I could. Ameriprise charges $1000/year to sit and ask you personal…read morequestions about your life, your employment and your marriage, and if you don't want to go in for a meeting, they send your file to an office across the country for handling (without discussing it with you, of course). We transferred all of our accounts out of Ameriprise and to Fidelity, who provided us with all the same services and many more services - for FREE! Plus, the fees are significantly less expensive. When we transferred our accounts out of Ameriprise, we were charged hundreds of dollars in cancellation fees! (Still angry at that!) If you value your money, don't throw it away on Ameriprise!

I've been working with Marty for a few years now and couldn't be happier. I was weary of financial…read moreadvisors before joining Ameriprise, but have felt since our first meeting that Marty has my best interests in mind and is dedicated to my financial future. I feel more confident and in control of my finances than I ever have in my life. If you are considering working with Ameriprise, ask for Marty and you won't be disappointed!

Our family has entrusted Goal Line Financial with our investments and, in essence, our future. We…read morehave always been treated with honesty and respect and will continue to not only do business with them, but recommend them to everyone we know. Mr. Hermann is incredibly knowledgeable, straightforward and we wouldn't consider working with anyone else!

Yelp removed my review, I am guessing its because I mentioned my Financial advisor by name? Here is…read moremy name free review. A financial advisor at Goal Line Financial, convinced me he could do a much better job at growing my IRA than my current financial advisor. I entrusted half my retirement, $106,000 to his expertise. He proceeded to make 100's of trades at $9 a trade and didn't inform me of the charge per trade until I inquired. In a year my retirement was down to $65,000. It dropped over 20k in a month. When I became aware, I had all my money put into cash and started looking for a new advisor/investor. He asked for a second chance and promised me that if it went down to $60k he would put it back into cash. He lied, I just transfered the remaining $50k I have left. By the way, all these losses occured while the stock market was rising. Years of saving gone so fast. I would not recommend Goal Line financial

I was pretty disappointed with my tax preparation service: forgotten emails, difficulty opening…read morefiles, I had to repeatedly call to get anyone to return my calls, extensions filed without my consent, and I ended up paying taxes I didn't need to pay (I had a city official call me after I filed to tell me after I sent them a check that I was exempt). I'm sure they mean well but the process of having my business and personal return completed left me frustrated and unnecessarily stressed out. If you're going to spend this kind of money I'd find a better business to trust with your taxes.

From the owner: We are a financial firm designed from the ground up, to be an asset to your entire financial life,…read morewhether it be for your personal, business, or investments. We believe all aspects are connected, when they work together, the results are simply better. Lakeside Financial Group has evolved over time by listening to its clients and acting on what we believe are advances in service and technology, ultimately to save our clients, time and money, two of the most valuable assets. Today we have grown into a company which accurately and efficiently delivers on its goals to its clients. We make every effort to understand your goals, so we can maximize our effectiveness to you while providing year-round support. We encourage you to visit our website to learn more about who we are and what we do. We are a highly technical firm, offering our clients the latest in security and technology. Our technology not only offers you the latest way to communicate securely, it also saves you time and helps the environment. Technology saves paper, time and gas, benefitting all of us, including the planet.