After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.

We have been with this business for years, and they truly have our best interests in the forefront…read morein their advice! Kadi is accessible and knowledgeable.

From the owner: As specialists working with those retiring from Oregon PERS (Oregon Public Employees System), we…read morewill guide you through the process step by step. We have a vast knowledge of the Oregon PERS system and pride ourselves on helping clients determine better investment opportunities for their individual retirement.

The only reason I gave a rating of "five" is because there isn't an option to give SIX!…read more My wife and I have had a lot of experience over the last 23 years buying and selling properties. We had been watching property in a very specific part of town for nearly two years. As our country's financial outlook began to turn gloomy, we decided we'd better pull the trigger quickly before rates went to the moon. A friend we trust recommended Phil Gerstner at Lighthouse Home Loans. We reached out to Phil and the rest is history. Understand, we've bought and sold more than a dozen properties in a couple of decades and we have NEVER had such an OUTSTANDING experience as we did with Phil and his team. We thought for certain we'd waited too long and would pay the price through high rates. Phil shopped our loan HARD and found us several options to choose from that made sense and were manageable for us. Phil took the time to teach us about the process, broke each option down into steps that helped us understand potential outcomes BEFORE we made a decision. We have NEVER had a broker take the time and spend the energy doing this before and we have come to VALUE Phil's thoughtful input. I CANNOT RECOMMEND PHIL AND LIGHTHOUSE LOANS STRONGLY ENOUGH. You will be doing yourself, your family, and your future a huge disservice if you don't at least have a conversation with him, talk about your plans, dreams, and options. Thanks Phil and Lighthouse! We LOVE our new home.

Phil was knowledgeable, responsive and extremely helpful in making sure we had a good experience as…read morefirst time home buyers. He made every effort to get us the best deal and was constantly giving us good news. I really liked working with Phil and Lighthouse Home Loans. I would HIGHLY recommend them to anyone.

This is a scam. They use public information to mail out fear-mongering notices. Do NOT send them…read moreany money.

Only in the U.S you can can have openly a scam business like this with thousands victims but fully…read morecovered by politicians!!! A dreamland for scammers. like you can have EXACTLY look like form for courts, power and water courts DMV with barcodes!! and Deadlines!!! with all your information which is public.. What a F world!! And yes they are located in Sacramento. WAKE UP CALIFORNIA

It's clear to me that this organization cares little for the lives of women or crime victims. I…read moreleft many tens of thousands with this firm. After removing money while being a victim of numerous crimes, including torture, rape, and threats to my life on a daily basis, I was told that this company would not honor my requests without a third party to make decisions on my behalf. I firmly said no to this. I survived those experiences. Since then, I have received a strange letter from Edward Jones, kicking the can down the road, expressing concern -- however asking no questions. I have repeatedly asked this company to close my account, and I continue to receive statements. In my opinion, this shows a serious lack of judgment and a tone-deafness that is staggering in its profundity. I would hesitate to recommend this company to anyone.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Dale Hill is a trusted financial adviser. I have used his services for nearly 15 years. He has…read morenever steered me wrong.