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.

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.

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.

Phil has been our advisor for many years. His knowledge and expertise is superior. We would…read morerecommend him as an Advisor.

I have worked with Phil Jasso for over a decade. He's been instrumental in supporting the decisions…read moreI've made on my retirement portfolio. Phil has been a great advisor. I recommend Phil for your retirement and investment planning.

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

Axa Advisors take the time to explain to you - in detail - exactly what they want to put your money…read moreinto. While I only have an IRA with them, AXA offers various types of insurance, investement strategies, annuities... you name it. The staff is for the most part young and beautiful, with brains to back it up. I guess they all receive extensive and ongoing training so as to know how to best serve their clients, and to keep up to date about the latest products and trends. I've always felt confident that my advisor was looking out for my best interest, rather than being overly interested in a fat comission check.

Without a doubt, I would refer anybody looking for a financial advisor to Christine and Lisa at…read moreAXA. I met Christine at a women's business networking event and had informed her of a rough tax problem that I've been having for some time. The next day I received a phone from her and the rest is history! Being a young, small business owner I have had to educate myself along this journey of being an entrepreneur and make many mistakes. They are helping me make some educated decisions to set myself up for a strong financial future. I have never felt pressured into any decisions that's not in my best interest. They are 100% about building a long term relationship, educating me and setting me up for success. They are helping me find a small army of professionals to keep in my corner. They are pure joy to work with!

Overzealous sales calls - they appear to rotate phone numbers to defeat call-blocking.read more

They consistently underperform the market while charging a 1.5% fee. Also they put you in their own…read morefisher funds to collect annual and maintenance fees. They claim they are a fiduciary but clearly they are not. I closed my account after 10 years, they did me no benefit.

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 used Portland Housing Center, now arrive, as a first time homebuyer. For $99, I received all…read morethree credit reports from the credit bureaus, homebuying counseling, which included a plan to get me to home ownership, as well as, Homebuying 101, and a financial education class (they have 2 - a culturally specific version and a version for anyone). I also was able to meet with my housing counselor every 3 months, which helped keep me on track. I am happy to say that I am a homeowner now. I used one of their partner realtors as well as a partner lender of theirs and the process went smoothly. I closed in exactly 30 days from the day I made the offer. I highly recommend Portland Housing Center, now Arrive, for your home buying needs. They even have a lending department that you can get your home loan through. Don't sleep on PHC! They have wonderful, helpful staff.

Don't do it! This whole organization is a scam. I was a first time homebuyer and paid $100 for a…read morezoom meeting with a guy in his dirty house (you can't find a blank wall even??) who wanted all my tax information and then who very dismissively told me there's nothing available to me and I should just do a conventional loan. That was all he could offer. He could have told me that without having copies of my documents. He just wanted to take my money. Turns out Oregon rules make it almost impossible to get any kind of assistant if you're above the poverty line. Move to Washington. Their first time homebuyer programs are astronomically better and will help get you into a home.

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).