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.

We have a company 401k set up at Schwab. I tried to transfer money from a Schwab account to the…read more401k. After 40 minutes on the phone with a specialist, I had to write them a letter, give them a week to process then call them back to confirm the transfer that takes several days. After that I have to call back to do distributions into accounts that again takes several days to process after doing the distributions. I have spent hours on the phone to do a simple deposit and distribution and it has taken weeks to process the request. The process is confusing and painful. Schwab has a separate division for this and the phone consultants have to message someone to tell them what to do. Do not use Schwab for 401k plans Bill Stotts

New branch and excellent customer service to address our walk-in request. The branch is…read moreconveniently located in a newly built section of the Cedar Hills shopping center. Even better, the branch is right on Cedar Hills Blvd.

Brandon was a superstar in helping align a mismatch in names and identification. Arranged a room…read morefor privacy and helped us walk through the process of a name change. Above and beyond service.

Had an appointment with Kiera on Monday for my annual review of my Rollover IRA. Started on time…read moreand she went over my financial situation with me in a non rushed and non pushy manner. Taught me some things about my upcoming issues (RMWDs, long term medical insurance, etc.) Told me the services Fidelty offers but never tried to push me into anything. Very friendly conversation and left feeling good about everything.

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.

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.

Kelly Morgan is highly skilled and knowledgeable financial advisor. She is able to make a…read morecomplicated topic easy to understand. Kelly is considerate and concise about working towards your specific goals. I believe she has been instrumental to our financial future.

Kelly has been extremely helpful in our financial planning over somewhat awkward ground--one of us…read moreretired and freelancing, and the other one still working fulltime. After talking with her and getting an inclusive and thorough look at all of our financial elements--both now and future--I feel like a cloud has been lifted. We have a good portfolio with Edward Jones, a good sense of where we are and want to be, and specific goals for the future that we envision for ourselves. Thanks to Kelly!

This review is only for the initial call. I researched a lot of different financial advisors and…read morethey were all pretty much the same. The difference between Lula Financial and the others I talked to is the customer service. You aren't going to get the typical "financial customer service" you're used to. Benjamin is going to talk to you like a person who needs a financial advisor and he'll use words you can understand. He might call your situation boring or lame but not in a condescending way. Talking to Benjamin was like talking to someone I knew personally, and I didn't even have to use my own customer service voice.

I reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed…read moreto understand the best way to save for retirement. They did a nice job explaining the difference between all my options and the best way to lower my taxes. I don't think their recommendations were necessarily revelatory but they did a good job making things simple and concise without being condescending. If you just need some basic financial planning and investment advice, Lula Financial is great.

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

When it comes to financial matters, you want people who you can trust. Jimmy is that person…read more As a repeat customer, Jimmy has exceeded my expectations. Last year's taxes were a bit complicated due to the sale of a house, but Jimmy outlined the process very clearly, including sharing a list of required documents. He patiently answered our questions, streamlined the process, and prepared our tax returns on time. Since then, I've used his services for tax advising on business structure. Jimmy was extremely informative, flexible, and took the time to answer my many questions. Highly recommend!

Jimmy is probably the best accountant I've ever had. He has an exceptional understanding of Oregon…read moretax law, is extremely thorough, and consistently goes out of his way to minimize our tax burden. He's also very friendly, approachable, and an excellent teacher who actually explains the reasoning behind tax strategies in a clear way. He is incredibly responsive via text, email, or phone, which is rare and hugely appreciated. I'm very happy--and fortunate--to have found him.