Our family has entrusted Goal Line Financial with our investments and, in essence, our future. We…read morehave always been treated with honesty and respect and will continue to not only do business with them, but recommend them to everyone we know. Mr. Hermann is incredibly knowledgeable, straightforward and we wouldn't consider working with anyone else!

Yelp removed my review, I am guessing its because I mentioned my Financial advisor by name? Here is…read moremy name free review. A financial advisor at Goal Line Financial, convinced me he could do a much better job at growing my IRA than my current financial advisor. I entrusted half my retirement, $106,000 to his expertise. He proceeded to make 100's of trades at $9 a trade and didn't inform me of the charge per trade until I inquired. In a year my retirement was down to $65,000. It dropped over 20k in a month. When I became aware, I had all my money put into cash and started looking for a new advisor/investor. He asked for a second chance and promised me that if it went down to $60k he would put it back into cash. He lied, I just transfered the remaining $50k I have left. By the way, all these losses occured while the stock market was rising. Years of saving gone so fast. I would not recommend Goal Line financial

My husband and I have worked with Chris Stutes, and now with his son Matt, for decades. They…read morehandle both our personal and business accounts. We greatly appreciate how knowledgeable they are, and how they have successfully watched over our investments.

This is not a good business. Mr. Chris Stutes who owns this business is an out and out liar…read more He sold us a REIT several years ago and told us that it was a 7 year commitment. It is way over 7 years later and we have so far lost $40,000 dollars of our $75,000 investment. We still cannot get our money out. Note, the one star, it actually should be none but have to rate it to make a review. We should have been more careful when Mr. Stutes advised us that he didn't want anything in writing. A big RED FLAG. If you want a good and fair money adviser do not use Cornerstone Wealth Management in Canby, Oregon.

He is the last person i would want guiding me in my financial life. He consistently lies and…read moremisleads people. I have dealt with Matthew Mintun in the past. I would not recommend this company under any circumstance unless you would like to lose all your money with his misguided opinions. I would also not deal with him on a personal level. He likes to bend the truth to make a couple of dollars. Find another Financial company with a real website. Where is .ly anyways. Some one who cant spend $30 on a real website, should not be allowed to give advise. STAY AWAY from him If you like your money and happiness.

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.