Codi and her team are professional, extremely knowledgeable and excelling communicators. They…read moreresponded to every call, email and text promptly. Their paperwork was flawless. They hit every timeline and even went above and beyond to advocate on my behalf regarding insurance prices. Whether I was dealing with Chase or Vanessa or Codi, I knew my questions would be answered correctly, quickly and whatever we were dealing with would be logged so that I didn't have to explain my issue more than once. I cannot recommend them highly enough. Whether you need a straight mortgage product or something more creative to meet your needs, this group will get you the best product available.

When I moved to Oregon, over 10 years ago now, my State Farm agent in California *helped me select…read moreMonica's office. Things went along smoothly enough, until we left the area and moved north a bit. Monica and her office CANCELLED my home owner's policy on our NEW house and left the insurance on the house we sold. What's wrong with this picture? We almost had to pay insurance through our lender which would have cost a whole lot more, and we would have been required to have it for THREE (3) years, and less coverage. Our loan agent came to the rescue and persuaded the lender to hold on while we got this mess straightened out. The only way we found out about this was getting the bill from the lender stating that we had NO INSURANCE on our new house!!! They never acknowledged any wrongdoing nor apologized. I wouldn't recommend her to my worst enemy.

Monica always takes the time to answer all my questions or make policy changes for me. She's very…read moreknowledgeable and really cares about her customers. She's just the best, I would not go anywhere else!

My Parents used Bethany Morris to help them switch Medicare providers - My Mother's account has…read moreaccrued a late enrollment fee. She said she'd take care of it. It's been months and the charges are still occurring. They are only open on Mondays, no phone calls are ever answered and voicemail messages are never returned. Worst customer service. Not sure how they are still in business.

I listened to former colleagues and asked myself how I could best understand my needs and options…read moreas I embarked on retirement. I didn't have much to work with in terms of savings, which meant that making intelligent choices about their management was of paramount importance. I also knew money management was not one of my strong suits. My partner and I didn't have a fortune when it came to investing for the days that lay ahead. What we discovered was our good fortune when we reached out to Nate Graff and asked him to help usher us forward with establishing a plan and a strategy that suited our particular circumstances. He deftly articulated a means to assess our risk tolerance, a notion that was brand new to me. HE explained that we held the puzzle pieces that represented our financial possibilities. His task was to utilize his ability to see the big picture, the whole picture of mixing our choices without sacrificing our sense of trust and comfort. His guidance and resulting actions on our behalf have proven both insightful and very productive as market fluctuations have rocked segments of the market. We have grown to appreciate not just Nate's capabilities, we've grown to appreciate greatly his authentisity and kindness. In an era when trust seems in short supply, we celebrate the choice to entrust our investment portfolio to Nate.

I have been doing business with CashCo for over 10 years now! Always friendly and helpful in…read moregetting me the cash that I needed. Once to buy an expensive puppy who is 9 yrs old now. If you need a loan fast, best place to go is CashCo.

Absolutely awful! They hound you to death if you are unable to pay on time. And something happened…read morewith my family an we weren't able to pay for a few months and they have now sued us and are taking 75% of my husbands pay. All they had to do was wait until i got my school check and i would have paid! We even told them this many times! The were not good at understanding and trying to work something out.

We have worked with Dave Cudo and his wonderful crew for a couple of decades now. They are the top,…read morethe cream of the crop. Always helpful, always knowledgeable - making great decisions. We can honestly say that our current solvency in retirement is definitely attributable in part to Cudo's savvy investments. Even during the pandemic, we have lost some money, but a fraction of what others we know who work with other financial advisors. We sing their praises - while David is excellent, his staff is equally so. I don't know if it's possible to find another company that combines everything you want in a financial advisor - highly recommend

I have been using Tax & Wealth for my tax return preparation for several years. They are very…read moreknowledgeable and thorough. I review their work and it looks very complete and accurate. I have not had any problems working with them or on my tax returns.

Absolutely, the worst company. Said I owed $10,000 to the IRS which is BS. I have never paid this…read moremuch in taxes at my current income. NEVER! Found a different accountant following year....Owed $1300. Do not...Do not give them your time or $. Also, outrageous prices!!! Avoid at all cost.

I had both Auto and Renters with them and they terminated my renters for "too much claim activity"…read more(or whatever the proper wording). So I can't actually use my insurance because when I do, I'll get terminated? WTF. I used it twice in a 5 year period fyi. Also, their quote changed to astronomical prices after they terminated my renters, to the point where with Progressive I am paying HALF of what I paid with State Farm for my auto. So I cannot recommend them any more. The staff is always respectful and friendly, so that's my one star.

Jeff Mills goes above and beyond with his costumer service. We have great insurance coverage at the…read morebest price. He is always available to answer our questions.

This guy gets it! Actually the whole office gets it, and even better than that, their Claims…read moredepartment gets it. I recently banged My Z51 Corvette, and although the car ended up being totalled I received a very fair valuation and was able to buy the car back for a very reasonable price. The initial valuation was low by about 5k, but after providing the documentation they asked for on the car they came up to what I thought was fair. After all the horror stories I've heard about dealing with your insurance company to get a claim, I've gotta say Alex was right there helping me from day one. Not only are their rates as good as I could find, the service is AMAZING! I have a friend that just went through something very similar and his outcome was not a good one. I suggested he give Alex a call.

Just finished a call with Nathan and I could not have asked for a better customer service…read moreexperience (especially when considering some of the countless horror stories with other insurance agencies). Not only was I quoted the best price in town, I know going forward my customer service experiences will be pleasant; what more do you need? I ended that call confident I made the right choice.