The bookkeeping professionals at Dragon are reliable and affordable. They will take care of the…read morepaperwork so you can focus on the more important parts of running your business. I know several business owners who use Dragon and they only have great things to say about the exceptional services Dragon provides. I would never hesitate to refer a business owner to Dragon.

Dragon Financial has been providing our book keeping service for almost 10 years. Stephanie makes…read moreit so easy and takes care of the details that we don't have the time or knowledge to collect. It is so nice to work with a company you know you can trust when it comes to our business finances. I highly recommend Dragon Financial if you are looking for book keeping or payroll services.

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.

I was speaking with Charles Carroll at a colleague's dinner party recently and in about 3 minutes…read moreof me talking about my concerns with my financial situation he had given me a debt restructuring suggestion that while simple is now a short time later saving me about $550. every month (and will continue to do so for a few more years). Needless to say, my partner and I are OVER THE MOON about this. I am actually very knowledgeable about investments, debt, financial structures, etc. but somehow I had previously missed the strategy that Charles recommended.. Charles, we can't thank you enough.

I've been coming to Charles for about 5 years now for financial advice. I have a complicated…read moresituation with various streams of income, business ventures, and some unique goals but Charles' advice has always been spot on. Charles spent the time to fully understand my situation and has always been very careful to look out for my best interests. One thing I particularly like about Charles is that although he is cautious, he is also very calm, which is exactly what I need when trying to decide on a course of action for my finances. Before getting advice from Charles, I had a financial advisor from one of the "big" Portland financial firms for a few years but it eventually became clear that my advisor had a conflict of interest in the sense that, if he sold me on a financial product, he would get a commission, regardless of whether the product did well for me (by the way, that same advisor also gave me some erroneous advice on student-loan deductions that turned out to cost me thousands). When my former advisor eventually tried to sell me on a very expensive "investment-grade" life insurance policy I decided to get a second opinion and came to Charles and have never looked back! Charles and his team are professional, friendly, and committed to sustainability. But most of all (for me anyway) I feel like I have always gotten the right advice for my situation, free of any conflicts of interest. I couldn't recommend him more!

Ann Marie was great with setting up my quote and car insurance. Not only did she make the process…read moregood, but she had amazing customer service.

I had my insurance through Todd now for over 20 years. This is truly an amazing insurance provider…read more They have gone out of their way over the years to make sure that I had the coverage I needed and I understood the coverage I had. Their staff is exceptional. I never have to worry about who I'll get to talk to on the phone I know whoever answers a phone there will be knowledgeable and answer all of my questions. I've had renters insurance homeowners insurance car insurance boat insurance RV insurance and probably more I forgot. They have never steered me wrong and their rates are always exceptional. It's nice to go to sleep at night knowing that no matter what happens I'm taking care of and covered. Thank you for all these years of great service, Roger Lee Taylor

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

This company is terrific!! Karen Jacobson has helped me through a messy 1031 and caught errors on…read moresome K -2 forms and been patient as they never seem to arrive at the designated time. She has walked me through some finicky donations. She educates when asked a question. She ensures taxes to state and Fed are documented for the people on payroll. Cannot remember how I found her but am grateful. Prior firm was KPMG

BEWARE! Tim Clairmont, the founder and CEO of this firm, had his certification as a Certified…read moreFinancial Planner suspended by the CFP Board in December 2023 for 30 months for the following reasons: -- failing to act in the best interest of the client and not planning for tax consequences. ​ -- Not exercising reasonable professional judgment in investment recommendations. ​-- misrepresented his legal history in the Ethics Declaration. ​ See full ruling by the CFP board at: https://cdslot.cfp.net/-/media/case-histories/ch-33677.pdf

Lori Ellingson is an extremely knowledgeable professional. She is very helpful in the area of…read moreinsurance, investments and retirement. I have taken her classes at West Valley College.

If you're considering an insurance broker that really cares and is also enthusiastic, willing to go…read morethat extra step, look no further than Emily Couture of WSC Insurance. She's my broker and she saved me $170 right off the bat, and we're just getting started-- for my personal auto bundled with some other products. Her phone number is (503) 357-3154, x8908, or you can email her at EmilyC@wscinsurance.com. She's truly great at what she does. Both of my parents are insurance brokers, and I'm a doctor, so I am familiar with the world of insurance. I want someone who is all about "relationship" over "transaction," someone who is looking out after my own back and keeping me uppermost in mind. For example, Emily immediately suggested some slightly different parameters for my auto insurance that would keep me and my family more safe and be financially beneficial as well. If you reach out to Emily, mention my review. You'll be glad you did.

When a yelp talk thread suggested this insurance broker, I gave them a call. After the normal…read morequestions, they gave me a quote for Safeco, that was half what I was paying for car insurance, and they even covered my odd roof that few companies cover. Over three years later, my rates haven't risen, and I am happy with the customer service I received whenever I had questions or needed to change anything. Luckily I haven't had to use it to test their policies, but that's the point of insurance right?