I uploaded all my data in February. However, I made an error with one document. They did not…read morerecognize my mistake until late March. I corrected the error before April 15. However, because they were busy the filed for and extension. For their internal review relating this extension they charged me over $150. Many times when I emailed questions about their lack of response, i was charged. I spoke with Mr. Shaw about their invoice, and he was defensive with no suggestion of any changes.

Joel Shaw is a genius. His creativity, his expertise and equally as important, his kindness has…read morehelped inmeasurably with our personal and professional taxes. I am so grateful we have found him; he has a kind of "ethical creativity" in understanding the personal situaion, the laws and how to navigate the ever changing rules and regulations. Thank you Joel.

Employee named wolf is very thorough, detailed, friendly, helpful and will go the extra mile to do…read moreyour fidelity transactions accurately and timely. Great job hiring him. He helped me over the phone today and a great listener too! Give him a raise! He's a keeper! Thank you Wolf from Paula. Have a great day!

They hold money for extended periods of time. Their customer service is extremely unhelpful.read more

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

I met with Dan Garner to discuss my options regarding a bankruptcy I was facing. He was empathic,…read moreaccepting, affordable and accessible. He coached me every step of the way and took the power out of a process I was, frankly, terribly frightened of. He told me what to expect, and was sitting right beside me during the hearing. Let me emphasize, that he told me what to expect and things went exactly as he said they would. I really appreciate that and would gladly recommend him to anyone in a similar circumstance.

From the owner: Garner Law Office provides consumer bankruptcy law services, business law services and real estate…read morelaw services to western Lane County and the Oregon Coast area.

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.