Hard to believe that it's been over 2 years since our last meeting with MicKallyn, but we're still…read morebenefitting from what we learned and built together, and still using our tracking tools! What I appreciated most was her pace and meeting my wife and I exactly where we were financially. Like a great personal trainer, she got us moving our bodies, then into shape, and now we're power lifters! Thank you!

I had a Power Plan Session with MicKallyn earlier this week. I was not sure what to expect, but…read moresomeone I trust recommended her. I have a lot of anxiety around finances, and not only did she address that anxiety, she helped alleviate it. Coming out of our two hour session, I have tools to move forward with my budget and to manage my money better. She is very understanding and easy to talk to. Her methods are simple, but make a lot of sense. I am looking forward to starting her six month coaching class soon! If you are on the fence about a financial coach like I was, I urge you to take the plunge with MicKallyn. I was looking for a way forward with a financial issue I was having. She was able to not only give me guidance on the issue, she made me feel confident in my ability to change my habits.

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

Such an amazing team! They each take care of you and help you achieve your financial goals.read more

If you're looking for help building (or rebuilding) your financial future, look no further. Thru…read morethe recent crises our confidence in these folks has been verified by results that make it easy to recommend them to our friends and neighbors. Looking for an advisor who listens to your dreams and addresses your concerns? We found ours here.

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 met with Tim James this morning and for the first time in my life I feel like I have a plan for…read moremy financial future. It is possible even with a low income to save for a retirement. The bonus is a 3 day 2 night hotel stay just for meeting with him. No pressure or obligation to purchase anything! I was very skeptical and not one to fall for scams. So for me to recommend his services..... well let's just say you should find out for yourself. Thanks Tim!!!

Brandon is great at what he does! He is very knowledgeable and looks out for his clients. Not only…read moredid he file our taxes, but he looked back at the last few years and filed an amended tax return. He found us money we didn't even know we were entitled to! Do yourself a favor and call Wren consulting for all your tax and financial needs!!

Brandon Wren financial has been a vital source in getting my future financial health in order. From…read morea recent home purchase to revising my retirement accounts, Brandon Wren has provided insight, guidance, and much needed confidence. I look forward to many years of the same quality and informed service.

Excellent tax accountant. Very knowledgeable and helpful. Have used their services for over 10…read moreyrs and alway so very pleased

From the moment we called Aaron's office back in 2016, we felt like we would have a good…read moreexperience. Stacy was warm and welcoming and Aaron was calm and competent. We had a complex tax situation involving rental property as well as tax mistakes made by previous preparers. Aaron used his considerable knowledge and consulted with colleagues to come up with a way to "right the ship" and get our tax returns done correctly. We have since moved out of state but we have continued to have him do our taxes, not only because of his professionalism and competence but because he truly cares about doing the right thing by our family. I also believe his fees are reasonable, considering that he is not "done" until we are satisfied. We highly recommend the Traxton team!

Great financial team to work with. Highly responsive. Felt very comfortable working with this team…read more Nice to have be able to have a 1 stop shop for all our financial needs.

From the owner: Clarity Capital Management, LLC is an independent fee only financial planning and Investment…read moreManagement firm located in Tigard, Oregon serving clients both locally around the Portland, Oregon metro area and across the nation through virtual planning relationships. Clarity Capital Management was founded to primarily help active young Gen X and Y professionals, families and businesses who want to achieve financial confidence and independence. As a fee only fiduciary, our clients best interests always come first.

Luna Jaffe, Investment Representative…read more Luna is a very smart, capable, and understanding woman who spoke at my work a few months ago regarding how women invest and manage their finances. She doesn't speak down to you if you don't have a lot of experience with investing or other financial situations. I would definitely recommend that you visit her. She offers free consultations and her office is in Multnomah Village (which I adore).