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.

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

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.

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

Daveed and his team at Anvil Tax have been helping my company with taxes since 2015. As a small…read morebusiness owner with a rapidly growing company, I was unsure of how to handle the different taxes for operating in multiple states. Daveed's team helps me monitor my finances monthly, and their expertise has been invaluable. Daveed is extremely knowledgeable and helpful in many areas of my business, including succession planning strategies. When I first came to him, I had numerous letters from the state and IRS that I didn't know how to handle. I was unsure, confused, and completely out of my element. Dealing with taxes and finances was nerve-wracking, but now, I am confident in my finances and the direction we are headed after our monthly meetings. Since Daveed is an ex-IRS auditor, he knows exactly how to protect your business in an honest and professional way. If you want your taxes done right by someone who is very informed and knowledgeable, this is your team. It's easy as a small business owner to avoid and overlook tax letters, but although Daveed and his team are extremely helpful and give you the advice to follow, it is your duty as the business owner to handle your responsibilities. Anyone who has left a poor review for Daveed likely did not follow the advice given, because my business has grown and become more protected over the years by following their advice. There are so many moving pieces when it comes to running a business, and having Daveed and his team deeply involved in my financial decisions brings me peace of mind. I am so grateful for their team and wouldn't take my business anywhere else. They assist me with taxes, bookkeeping, and financial analysis and planning. If you're looking for a trustworthy and knowledgeable finance team, I highly recommend Anvil Tax!

I'm so glad to have met Daveed, he is an ex-IRS agent and expert tax strategist with Anvil Tax…read more I've had the pleasure of collaborating with him for a while now on various projects. I'm so grateful to have someone I trust that I can send my clients to for all their tax needs. I highly recommend him, he's rather brilliant and cares deeply about people. Daveed is easy to work with and truly wants to see businesses succeed!

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 had nothing but horrible experiences with Pacific Investments of Lake Oswego, OR. My advisor…read moreis F Scott. Smith- and have been trying to reach him to get advice and consultation on my daughter s investment with his firm- The problem: This company appears to have employees that are in the dark ages (20th Century) and do not have email, or cell numbers for advisors to be contacted other than leaving old school phone messages (it s easier to play phone tag and not take care of business, unless you ve got a million dollars to invest- they ll surely get in touch quicker). It s sad to think that in this economy, that an investment firm has the audacity and arrogance to treat customers rudely (the only person who I could speak with Ed Hessler- who by his description does things in the office) could not bring himself to apologize for the inconvenience or resolve my concerns other than to say... what do you want me to do ... It s this sort of business attitude that bankers and the investment community continue to feel they are entitled to and it s ok to treat customers (no matter what their worth is). It s harder to keep a customer than earn a new one, and at this rate..I believe they've lost on both ends. If you desire lack of service and uncaring staff- these guys are for you.