I just completed the refinancing on my home. I worked with Phaysy Allen of Unitus Community Credit…read moreUnion, Salem branch, and Phaysy was a great help and made everything go so smooth. As I live in Arizona all this was done on line and when I had a problem Phaysy was able to walk me through whatever I was having trouble with, and if you ask my son he'd tell you when it comes to computers that isn't an easy task. I recommend UCCU and Phaysy Allen for purchasing or refinancing a home.

Even though they have strict guidelines for wire transfers they are still a very good credit union…read morewith a respectable staff.

Purchased a loan with automatic payments out of our checking account. When time to pay off the loan…read more60 mis later, (with no late payments on auto deduct) we found that they put a lien on our property that we had to pay extra fees for to release, and added an extra payment beyond the 144 month terms at the end. Somehow they were able to be disingenuous in the construct of the fine print during the process.... ultimately it is our fault for lack of understanding, but shame on them on the original sale....they win some extra $$ but lose a client. Caveat emptor

This bank has a small town bank feel. They make an effort to know their customers. It makes me feel…read morelike they care about me, my family and that we matter, even if we aren't big depositors. They are helpful and friendly. They go the extra mile to find out what happened when there is a problem. Even calling me the next day with an answer I didn't expect. I am very happy we switched from a nationally recognized"big" bank.

Fantastic customer service, very low minimum balance, great mortgage rates. Very happy to be here!read more

I decided to open a business account with this institution due to the many perks they give you…read more Amber was so quick to answer any questions I had and helped get my account set up quickly. Every time I come into this branch staff always welcomes you upon entering, the establishment is always clean and the staff is quick to assist you even when there is a line in the branch you don't have to wait very long. I'm definitely glad I chose OnPoint for my banking needs!

I love Charles Schwab but I would recommend using one of their financial adviser's in another…read morebranch. On Aug 7th I had a meeting to setup two accounts and get some advice. I called to inform them I was running ten minutes late and when I arrived, John, was meeting with a couple who had walked in. Instead of my scheduled meeting with John I spoke with his wife Melanie. She setup the two accounts without any problems and I left with the plan to follow up with John and have several questions answered. Some questions where time sensitive and others were for future planning. The following day I called and talked to Preston to get John's email address. Melanie didn't have a card to give me the previous day and I couldn't find an email address on Schwab's website. Preston didn't know it off the top of his head but was able to look it up. I sent two emails to John and waited for a response. After three days I hadn't gotten any response or even acknowledgment that they had received my emails. I called and again talked to Preston. He verified that I used the correct email and said that John would call me in a few minutes which he did. He apologized and said he had been busy and started reading my email questions. They primarily involved a trust and it was late in the day on Friday so we agreed he would look into it further on Monday and get back to me. Eleven days later I had not heard anything I called and asked Preston if I could talk to Melanie. Knowing she was John's wife and she had originally setup my accounts maybe she could help me. She apologized and said she would go over my emails with John and one of them would get back to me in a few hours after lunch. That was two days ago. To date I have contacted their office several times, they have continually told me they would get back to me and I have yet to receive a single answer to any of my original questions. The time window that I needed some of my questions answered came and went. I would recommend anyone needing service from Schwab to work with the offices of Eugene or Bend. I have had good experiences with both. Actually I got more answers from an online chat with a Schwab employee than I got from John and Melanie in the Salem Branch.

I want to say how much I appreciate the time I spent with John Smith explaining to me the different…read moreways that we might go in investing with Charles Schwab. John is very knowledgeable and able to explain the ins and outs of investing in either ETFs or Mutual Funds in a way the ordinary person with not much experience can understand. He is not only very professional but also very friendly and we look forward to working with him in developing our future financial investments.

After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.

Wonderful people to work with! I had a great experience and they were very helpful. I will…read moredefinitely call them when I refinance or decide to buy another home. Also I will send everyone I know buying a home or refinancing to them. Donna and her team were exceptional at what they do. Definitely recommend this company.

We used Turn Key for our recent refinance and they were awesome. Amazing customer service and…read morethey are very professional. They were able to help me get a great rate they kept me informed how my loan was progressing. I highly recommend Turn zoetrope mortgage.