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.

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

Such an amazing team! They each take care of you and help you achieve your financial goals.read more

If you're looking for help building (or rebuilding) your financial future, look no further. Thru…read morethe recent crises our confidence in these folks has been verified by results that make it easy to recommend them to our friends and neighbors. Looking for an advisor who listens to your dreams and addresses your concerns? We found ours here.

Hard to believe that it's been over 2 years since our last meeting with MicKallyn, but we're still…read morebenefitting from what we learned and built together, and still using our tracking tools! What I appreciated most was her pace and meeting my wife and I exactly where we were financially. Like a great personal trainer, she got us moving our bodies, then into shape, and now we're power lifters! Thank you!

I had a Power Plan Session with MicKallyn earlier this week. I was not sure what to expect, but…read moresomeone I trust recommended her. I have a lot of anxiety around finances, and not only did she address that anxiety, she helped alleviate it. Coming out of our two hour session, I have tools to move forward with my budget and to manage my money better. She is very understanding and easy to talk to. Her methods are simple, but make a lot of sense. I am looking forward to starting her six month coaching class soon! If you are on the fence about a financial coach like I was, I urge you to take the plunge with MicKallyn. I was looking for a way forward with a financial issue I was having. She was able to not only give me guidance on the issue, she made me feel confident in my ability to change my habits.

Our work with Lance Johnson has been very rewarding. His advice and insight is great resulting in…read moregreat returns. The response time of both Lance and his assistant, Eric is terrific. When they're contacted, they get back to you quickly- impressive and important. Thank you ROI team.

From the owner: ROI Financial is dedicated to providing investment management and strategic wealth planning to each…read moreand every client. Simply put, we strive to be our client's trusted advisor by helping everyone reach financial freedom.

I just had the best experience at this location! They have amazing customer service here. Jack (I…read morebelieve his name) was helping me out with some questions I had regarding my pension plan. He was so helpful, answered all my questions and I left feeling confident in what my next steps were! Thanks again. Would definitely go back to this branch location.

Horrible customer service. Went in with a deposit. Lucas was attempting to assist. Would not give…read moreme a printed receipt. Was very interested in telling me what he could not do for me. I had to make a phone call while waiting, he even tried to interrupt my call. I had to verbally ask him not to interrupt my call. He then laughed at me from the other side of the counter. This place in an absolute disaster. Go elsewhere if you are looking to interact with serious business people. You all have been warned...

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!!!

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

Brandon is great at what he does! He is very knowledgeable and looks out for his clients. Not only…read moredid he file our taxes, but he looked back at the last few years and filed an amended tax return. He found us money we didn't even know we were entitled to! Do yourself a favor and call Wren consulting for all your tax and financial needs!!

Brandon Wren financial has been a vital source in getting my future financial health in order. From…read morea recent home purchase to revising my retirement accounts, Brandon Wren has provided insight, guidance, and much needed confidence. I look forward to many years of the same quality and informed service.