Phil and his staff are outstanding. They are very professional and want the best for their…read moreclients. The office is friendly, and Phil will take the time to educate each client on their investments and over-all goals. Prior to starting with Plan Well Live Well, I was with another advisor. I am so glad that I made the change.

Phil & his staff are excellent. He has directed us and our retirement investments for the past 13…read moreyears. I had to retire early due to health issues. Phil made sure our investments would provide returns without having too much risk. This was important to us. He listened! We are now fully retired without the worry of knowing if we will have enough funds to live comfortably through retirement. Both Phil and his staff are caring and provide individualized and thoughtful services. We are so glad we chose him to manage our retirement funds!

The financial adviser and planner for this location is Anthony Wright. I recently entrusted him…read morewith my retirement accounts and I have to say that he has been here for me even through these trying economic times. Anthony keeps me apprised by phone, mail or email with the latest local and world investments, money management, and tax questions. He's always available to answer or research my questions and make recommendations as needed. I find him to be wise and knowledgeable about every aspect of the financial world. I'm very impressed at how well informed he is and enjoys his job. In return, he passes this knowledge on to his clients, (even if you don't want to know), because frankly the stock market has been pretty scary these days! But at least his positive attitude and reassurances have helped me to at least get some sleep at night! I'm feeling more comfortable now that my retirement plan is in good hands. (Now if only he was psychic)!

Anthony was so helpful and made tax filing easy! We appreciate his tax expertise and willingness…read moreto explain the latest tax laws & changes. His office offers a friendly trustworthy, environment.

Gary has provided superior financial planning and advice for many years and I am reaping the…read morebenefits of his sound advice now that I am retired.

I met with Gary a few times and found him to really know the financial investment world well. He…read moreexplained in detail about annuities and how they will protect a investment and guarantee a monthly income for retirees regardless if the stock market falls (and it will). I highly recommend Gary as he knows his stuff.

We were first introduced to Spectrum Wealth Advisors through our California family. They have…read morehandled our family investments and mother's estate investments for many years. Although we were already using an LPL representative in Oregon, we've been so pleased with Spectrum's service and personal commitment to detail that a few years ago we decided to move all our investment accounts to their office. They have been instrumental in growing our wealth, and now in retirement, are continuing to think outside the box to not just meet our current needs but continue growing our portfolio. -John and Susan S.

Konner is my advisor, and I have had nothing but a positive experience with Spectrum Wealth. Konner…read morereally takes the time to explain things and helps me understand aspects of the financial world that are beyond the scope of my knowledge. Spectrum has really helped me become better equipped at handling my own finances as well as has done an excellent job in managing my investments. The gains I witnessed in my accounts over the last couple of years have been nothing short of impressive. Thank you Konner, keep up the great work, and Thank you Spectrum Wealth!

Clayton is amazing, a true professional in the world of finance and money management. Not only does…read morehe have the expertise to taylor optimal investment strategies based on your financial situation and goals, but he takes the time to explain (in layman terms!) how and why certain moves are beneficial to your investment success. He's done an outstanding job with our money and several others in my family. Don't know who the guy was that left the poor review...probably a disgruntled competitor! Clayton's the real deal, and investing with him is something you won't regret. Jeff K.

When trying to understand how my elderly mother's account decreased so significantly in a…read morerelatively short period of time, Clayton did not offer the customer service one would normally expect. Very disappointed.

Yes ! They will happily manage your money! The Wealth comes in on their part of the deal in a short…read moreperiod of time (very short) they made 11 grand while watching my money make 3 grand! For years they have been doing this to my financially ignorant husband and myself !!! Shortly after my husbands death 5 months ago I inquired about what they do for all this-and got a lot of talk and paperwork... after moving my money and leaving the firm I see how much money the made off of our ignorance!! Shame on them!!! My husbands and my retirement funds!!! How many more innocent people are being taken ... if I could have given them 0 stars that's what I would have done! OMG! Now it is Months later and I revived a request asking me to take down my Yelp review.. with an apology and lame explanations of my misunderstandings!!! Haha.. I do not accept your lame apology for my stupidity in trusting you with my money!!!! I stand by my review!!

Over the past three years Brad Sullivan has provided great advice with such a passionate attitude…read more He puts his heart and mind into his responses and we can truly feel he is looking for the best possible solution for me and my parents. On another note, Brad has helped clients of mine in the home healthcare industry find financial and estate planning solutions for the elderly / end-of life situations we work with in our business. He is very knowledgeable with the matters relating to elder care issues and got us in touch with wonderful attorneys who also helped out these families. He's an advisor who is smart and who cares, and it shows.

I am totally grateful for Impact's presence in my life. Investment planning can be confusing and…read morecomplicated. They make it less intimidating and tailor plans to the individual. Thank you Paul.

Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some…read morehelp/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life. Have recommended and will again, to anyone looking for help.

My contact with John dePiazza was through a friend who used him to assist with her financial…read morematters and we spoke several times over the phone re her Trust since I was listed as a beneficiary. I found John to be very professional and knowledgeable. He freely gave of his time to answer any questions I had and I felt most comfortable talking with him. I'm very pleased that I had the opportunity to get to know John. In the future, should I require the services of a financial advisor, I definitely will contact John for his guidance and expertise.