My husband Tim and I enjoy working with Juan Diaz. He worked well with our young adult kids with…read moretheir first checking accounts and he has always been awesome to work with on our accounts. Juan is a keeper and an asset to First Tech. Tim & Kathy Boles Members for decades

Juan Diaz at Keizer branch is always so helpful. He takes his time and reviews your accounts to see…read moreif there are any benefits you are not using to get the maximum out of your banking. Excellent service every time

I love Charles Schwab but I would recommend using one of their financial adviser's in another…read morebranch. On Aug 7th I had a meeting to setup two accounts and get some advice. I called to inform them I was running ten minutes late and when I arrived, John, was meeting with a couple who had walked in. Instead of my scheduled meeting with John I spoke with his wife Melanie. She setup the two accounts without any problems and I left with the plan to follow up with John and have several questions answered. Some questions where time sensitive and others were for future planning. The following day I called and talked to Preston to get John's email address. Melanie didn't have a card to give me the previous day and I couldn't find an email address on Schwab's website. Preston didn't know it off the top of his head but was able to look it up. I sent two emails to John and waited for a response. After three days I hadn't gotten any response or even acknowledgment that they had received my emails. I called and again talked to Preston. He verified that I used the correct email and said that John would call me in a few minutes which he did. He apologized and said he had been busy and started reading my email questions. They primarily involved a trust and it was late in the day on Friday so we agreed he would look into it further on Monday and get back to me. Eleven days later I had not heard anything I called and asked Preston if I could talk to Melanie. Knowing she was John's wife and she had originally setup my accounts maybe she could help me. She apologized and said she would go over my emails with John and one of them would get back to me in a few hours after lunch. That was two days ago. To date I have contacted their office several times, they have continually told me they would get back to me and I have yet to receive a single answer to any of my original questions. The time window that I needed some of my questions answered came and went. I would recommend anyone needing service from Schwab to work with the offices of Eugene or Bend. I have had good experiences with both. Actually I got more answers from an online chat with a Schwab employee than I got from John and Melanie in the Salem Branch.

I want to say how much I appreciate the time I spent with John Smith explaining to me the different…read moreways that we might go in investing with Charles Schwab. John is very knowledgeable and able to explain the ins and outs of investing in either ETFs or Mutual Funds in a way the ordinary person with not much experience can understand. He is not only very professional but also very friendly and we look forward to working with him in developing our future financial investments.

Purchased a loan with automatic payments out of our checking account. When time to pay off the loan…read more60 mis later, (with no late payments on auto deduct) we found that they put a lien on our property that we had to pay extra fees for to release, and added an extra payment beyond the 144 month terms at the end. Somehow they were able to be disingenuous in the construct of the fine print during the process.... ultimately it is our fault for lack of understanding, but shame on them on the original sale....they win some extra $$ but lose a client. Caveat emptor

This bank has a small town bank feel. They make an effort to know their customers. It makes me feel…read morelike they care about me, my family and that we matter, even if we aren't big depositors. They are helpful and friendly. They go the extra mile to find out what happened when there is a problem. Even calling me the next day with an answer I didn't expect. I am very happy we switched from a nationally recognized"big" bank.

I have been going to Jackson Hewitt Tax Service for years. They have not only prepared my taxes for…read morethese last five years, but they have corrected errors in prior year returns (that I filled elsewhere) as well. The employees here work extremely thoroughly to ensure you get the most money you deserve. My entire family has their returns prepared here and I don't see us ever switching. The staff are kind, courteous, and efficient. Highly recommended.

Small locally owned Willamette Valley credit union. They are a Sister branch to our old bank in…read moreanother state. We started going there because of that reason then eventually we opened a checking and savings account live people answer the phone, which is a plus.

Sheila Thompson, at VCU, is one of the nicest most knowledgeable employees. She always greets with…read morea smile, and will do all she can to help. VCU is lucky to have her. Thanks Shelia for all you do!

Don't go here. They suck. I went there to get quotes for my car & house insurance & they were…read morerude. I had an appointment at 10 am. The agent didn't see me til 10:45 cause he forgot about my appointment. When I complained to the agent & receptionist, they were rude. Why would I go with a bad insurance company when they don't even give you the respect of keeping appointments. If I really needed them, they'd probably taking care of me anyway. Go somewhere else. I hear that Liberty NW is a much better insurance company. I finally saw an agent that takes care of lots of different insurance companies and he got me a great deal with Liberty NW & saved me a ton of money. Plus they were nice & professional!

When it comes to insurance, Richard knows his stuff. He's been a part of my family's insurance…read morelives for decades and has been our go-to resource when it comes to Life, Home, and Car insurance. Richard is very straight to the point. In general, he's good with meetings and is quite adept at explaining policies ... concisely. Whether it's his one liner replies via email or 30 second to 1 min phone conversations, he's generally about keeping things brief and is not about lengthy chats. This is not typical for the pace of Salem folks, but I can appreciate it. It's usually best to reach out in the morning versus the afternoons. He gets swamped with calls and tries to get to his emails. For active Allstate customers, the best way to get things going is to have the policy # and question ready upon inquiry. I've been to the office during various afternoons and it's always a crapshoot for his availability, as his receptionist will always remind us. When in doubt, email. The reply might read like a short winded text, but it's a reply no less. Otherwise, a voicemail is the next best thing.

Richard is extremely friendly, helpful, empathetic and goes above and beyond with his customer…read moreservice. I've been a customer for over 30 years and can't recommend him enough.

I have the utmost respect for Grant Kendall. He came to my home for signatures so he could quickly…read moreget my money. He has been great to work with. He is honest & works very hard for me. I appreciate him very much!

Grant Kendall is a great financial planner with your goals in mind. Not there just to sell you his…read moreproducts- I like that!