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8:30AM - 5:30PM
28652 Southwest Costa Circle East, Wilsonville
Financial Advising
“This team of individuals is exactly what I was looking for. I put off finding a new accountant for a couple years, but Kurt came highly recommended from a business associate. I gave him a try and it was 1000% worth it. Better pricing AND better service than I was receiving elsewhere. But”
“Kodi Hermann has been managing my IRA since the beginning a decade ago. He has always done a great job, if very communicative, flexible and accountable. I highly recommend.”
8:30AM - 5PM
7493 Southwest Bridgeport Road, Tigard
Financial Advising
“Scott was incredible! Not only a great listener, educated, well-informed, etc so on and so on, he actually helped us out to the full extent of our requests. We were impressed. Compared to another Fidelity branch visit last November with someone else- night and day. Thanks Scott, we’ll be back if need be! Tell your boss the raise or bonus is justified. ;)”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Great place. They did our taxes for 2014 and just got our taxes to do for 2015. Everyone there is friendly and they are very helpful with questions and explanations of things.”