Great people, clear advice, and no pressure. I always walk away feeling more informed and confident…read moreabout my financial decisions. Highly recommend them.

Horrible customer service. Went in with a deposit. Lucas was attempting to assist. Would not give…read moreme a printed receipt. Was very interested in telling me what he could not do for me. I had to make a phone call while waiting, he even tried to interrupt my call. I had to verbally ask him not to interrupt my call. He then laughed at me from the other side of the counter. This place in an absolute disaster. Go elsewhere if you are looking to interact with serious business people. You all have been warned...

We have a company 401k set up at Schwab. I tried to transfer money from a Schwab account to the…read more401k. After 40 minutes on the phone with a specialist, I had to write them a letter, give them a week to process then call them back to confirm the transfer that takes several days. After that I have to call back to do distributions into accounts that again takes several days to process after doing the distributions. I have spent hours on the phone to do a simple deposit and distribution and it has taken weeks to process the request. The process is confusing and painful. Schwab has a separate division for this and the phone consultants have to message someone to tell them what to do. Do not use Schwab for 401k plans Bill Stotts

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

I have been a client at Foster and Associates in Wilsonville, OR since 2020. I highly recommend…read morethis company for planning retirement investments. I appreciate their attention to detail supporting each client's financial goals. As a teacher, I needed such guidance and am thankful to Bryce, my financial advisor.

I was first helped by Cody, but unfortunately he did not seem to know how to do his job, and my…read moreissue was not resolved. Thankfully, I went to the next window where Meagon was working. She quickly and professionally took care of exactly what Cody failed to do. She had a great attitude, was friendly, and greeted me with a smile. Based on my experience, it seemed that either Cody needs more training or there may have been another reason for the difference in how I was treated. I felt concerned that it could have been related to my race or gender, although I cannot say for certain. I hope this experience is reviewed so all customers receive the same level of service.

Cody was super helpful, knowledgeable and friendly setting up my CD today. Nice to have in person…read moreattention instead of a video screen that other credit unions use.

I wanted to move from a big bank chain into something local. I've been impressed with the customer…read moreservice and financial options. Everything I had at my old bank I can access here without the phone tree customer service feel. Glad I made the switch.

When my family opened an account for a Trust, Homestreet documented an individual as a Trustee and…read moregave them full access to all funds even though the individual was NOT a Trustee. This is illegal. Our attorney caught this error, created documents asking the bank to correct the account and requested that we physically go in. So we did, but the Branch Manager, Jacob Pilling, refused to do so, even though the legal trustee was present, and Homestreet had a copy of the Trust, which showed the individual was NOT a Trustee. Jacob required us to create a document to release the "so called" Trustee. Our attorney was appalled at the request, yet executed this. After over two frustrating hours of dealing with Jacob, and unnecessary legal fees, the account was corrected. My elderly 89 year old father was exhausted from the confrontation. The Branch Manager, Jacob Pilling never apologized or thanked us for our business. In fact, he left without so much as a word before we even finished signing all documents. A few days later we withdrew all funds and closed the account. We could not trust Homestreet with our funds and did not want to contend with such rude treatment.