Great financial advice. Specializes in retirement, generational wealth, and overall planning on…read morewhat to do with your money. David is super helpful and a bastion of knowledge, would recommend!

Phil has been our advisor for many years. His knowledge and expertise is superior. We would…read morerecommend him as an Advisor.

I have worked with Phil Jasso for over a decade. He's been instrumental in supporting the decisions…read moreI've made on my retirement portfolio. Phil has been a great advisor. I recommend Phil for your retirement and investment planning.

I recently purchased a new home in Vancouver, Washington using David Sefton as my mortgage broker…read moreand Paul Kerkar as my Realtor. I have purchased five homes over the years and I can't begin to tell you what a complete pleasure it has been doing business with these two men. David Sefton is an extremely talented and professional broker who knows how to navigate the banking system with precision, tenacity and integrity. As a full service mortgage broker, Dave's services and responsibilities included working directly with the banks, appraisers, builders/sellers and inspectors, which saved me the frustrating and daunting task of dealing with them on my own. Whether you are purchasing a new home or looking to refinance, Mr. Sefton will be honest and up front with you from the beginning and he will most certainly find you the best deal out there. I gave him a relatively narrow window of time to obtain and close on our mortgage, and he accomplished all this, through the mail, before our interest rate lock expired. Dave managed to get the job done at the lowest rate available at the time. I shopped around before committing to Mr. Sefton and he did equal to or better than anything I could have done on my own and he did all the work and got the job done faster than I could have. I highly recommend him! Thanks Dave for your patience with me and good luck to you and your family!

By far the best mortgage broker I'm met or worked with. He arranged for my wife and I to have an…read moreultra-low rate with minimal fees, and he was pleasant and amiable to deal with (unlike others - they know who they are). I would not only recommend him to others, I actually have on several occasions. Couldn't be happier with his client service, his approach, his way of business. Thanks for the excellent work!

(UPDATE) Have had basically every service country offers added on over the years. And as a thank…read moreyou, darin invited my family to a small fair in salem, sponsored by country, food and drinks included. Really enjoy doing business with darin!

Darin Maddy is our Country Financial Representative and he has been an amazing, professional,…read moreknowledgeable, and ethical agent, just as expected. We are 100% satisfied. We are extremely grateful and ecstatic that we transferred from our Newberg agent to Mr. Maddy! The Newberg agent had office staff who were airing our business around town during a community bingo event (It's a small world people) and failed to manage our account responsibly resulting in our insurance coverage being compromised without communicating the issue with us. The Newberg office was extremely snarky and rude. Anyhow, strike three hit, we decided to move our account. Darin Maddy was our choice, and we are extremely grateful and ecstatic that we made the change. Remember, you are paying your agent and his/her staff to manage your account, protect your privacy, provide you sound, accurate customer service,and doing so in a timely manner. We now receive this TOP NOTCH service from the COUNTRY FINANCIAL OFFICE OF DARIN MADDY!

Just had an awesome conversation with David - even though he's not serving the area that I am based…read morein, he took the time to give me some important information on the things I am working on at the moment (building ADUs and finding construction loans in Nevada). Not only he gave me some contacts, he also gave me some other tips that will work for our investing journey! This right here is what you call GREAT CUSTOMER SERVICE. If we're living in Portland, this is the guy we're going to call and do business with! Thanks again David for your time and hoping you all the best in business and in life. Hope you can go to Hokkaido in Japan soon!

We worked with David. He was amazing. Every step he was there. We ended up with a better rate then…read morewe expected, better payment and we are very happy. HIGHLY RECOMMENDED! Thanks Tony and Nichole

James is an expert in his field, and operates with the highest integrity. If you have insurance or…read morefinancial needs, I highly recommend James.

James is very knowledgeable and trusting him to send my clients his way has been a very smooth…read moreprocess. I appreciate you. Thank you.

I had a brief conversation with David seeking advice on some inherited property. He was very clear…read morein his explanations and laid out my options for me. It was abundantly clear that he had my best interest at heart. Wouldn't hesitate to hire him for additional financial service needs.

I called David out of the blue to discuss a better approach to managing long term debt vis-a-vis…read moreretirement saving. While my needs aren't quite in line with David's central specialties (I'm also outside of his typical client age range), he was more than willing to have an honest and engaging conversation with me to help point me in the right direction. I could easily tell that David is a measured, articulate advisor even after only speaking with him briefly. I felt comfortable sharing information about my financial situation as well as my aspirations, and received the assurance I was looking for to make decisions I'd been struggling to make on my own. If you find yourself even unsure about whether or not you should reach out, hesitate no longer. You have nothing to lose and I'd wager a great deal to gain.

Bob McDaniel was our 3rd opinion and right away we knew he was who we needed on our home buying…read moreteam. He came highly recommended by our realtor and was known to "get things done." The first 2 brokers we dealt with were ready to approve us before doing a thorough review of our finances, most importantly debt to income ratio. Had he not taken that extra time to get a clear financial picture for us, we would have likely had things fall through at closing. This being my 3rd time buying a home I was admittedly surprised to see Bob actually attend the signing, to answer any questions should they arise. All in all, Bob's professionalism and frequent reassurance made the financing aspect of our home buying transaction flow more smoothly than we ever could have expected. I highly recommend Bob McDaniel.

Please sit down to read if your interested in reading about my experience of working with Bob…read moreMcDaniel, Mortgage Broker, and are looking for someone you can have complete confidence in. Bob and his team are simply beyond amazing. I've gone through the home loan process many times over the years, I've less than enjoyed past experiences, but working with Bob made my most recent process by far the easiest I've ever experienced. Bob made the entire process not only very simple, but seamless. I always knew what was going on throughout the process and I can be inpatient when hunting for the bottom-line. Bob was not only easily accessible, friendly, solid, and easy to work with; he's spot on when it comes to accuracy and knowledge and brings twenty plus years experience to the table. There is no doubt in my mind who I will be entrusting with my future home loans. I've never had complete confidence in a mortgage broker before. I cannot recommend Bob McDaniel enough should you be seeking a someone you enjoy working with and can have complete confidence in too.