Investing near Canby, OR

8 locations found near Canby
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“I am so happy with my financial advisor, Lucas Kidwell. Lucas was recommended by a friend whom I respect highly for his financial acumen, among other things. I first had him handle my 403b account , and after watching my funds' performance even during a market downturn, now have him handling other funds as well. Lucas is able to explain why we are making the decisions we are making (in a way even I can understand), how this fits in with my risk level, and the rationale behind the decisions. In short, I am very happy with the decisions he has made on my behalf, and would absolutely recommend him as a financial adviser.”

5 Superb2 Reviews

“I’ve been here a handful of times and have always received good, friendly help.Honestly, it’s not perfect.. Once I came in asking about how to transfer a silly Robinhood account to my Fidelity account. The employee said that he did the same thing, but it was long enough ago that he had forgotten. So, he got help, and explained everything.Another time, after asking friends, I came here to ask about cashing old bonds that were still in paper form. The same thing happened, the employee wasn’t sure and told me it was a good question. It took a brief amount of time before he came back and told me to look up a “sav1522” file on a federal website. Perfect.I can easily highly recommend Fidelity because of my visits here, and the fact that they are always helpful.”

3.6 Good12 Reviews

“Good service| friendly tellersEvery time I stop by here, the tellers are friendly and helpful. I was unable to grab fresh crisp bills at my credit union in town so I came here. I was told to come by around 1pm anytime during the week because they have more staff on hand to open the safe then. If you're looking to get new bills for Lunar New Year, come here.”

4 Good1 Reviews

“If you have perfect credit, you're not gonna understand my gratitude for this location. Of course, my credit isn't great and my job has not yet set up direct deposit so I have a paper check I have to cash drawn from Wells Fargo. It's been a few years since I've had to go into a bank and cash a check but it has never been a fun experience. Since I'm an adult, nobody understands why I can't just deposit it into my bank and normally bank tellers will make me feel like a complete loser because I don't have a bank account and then they will push a bank account on me hard-core they will ask me for five pieces of ID fingerprint before they cost find charge me to cash app but it's the Teylar does it do it for me!”

3 Average3 Reviews

“Fidelity Investments has helped me and my family for years. The staff were polite and helpful with all aspects of investment of my money. They helped us to understand how to use the apps on the internet on both the computer and phone. The parking lot is spacious but tight at times.”

3 Average1 Reviews

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