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“I have been an Oregonians CU member since 1989. All along the way I have experienced wonderful people who go above and beyond to help me. Darline Rucker is one of those people. Someone attempted to hack our account last week and she jumped right on to lock things down and set us up with a new account. She then walked us thru all of the steps needed to facilitate our on line banking needs. If I could give more than 5 stars for her I would!!”
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”
“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.”
“My experience with PHC as a first time homebuyer was wonderful! They helped make the process of buying a home achievable with their education, coaching, and down payment matching program. Bernice Platz was a dream to work with and help me understand so many confusing things about what to do. Do yourself a favor and connect with them asap!”
“We had an excellent experience with Mortgage Trust! Michael and Shannon are an excellent team who helped us close on our new home with as minimal stress, as possible. We were grateful for their experience and professionalism. We felt very connected to process and they were responsive to our numerous questions and concerns. We appreciate the good experience.”
“Kristin Lord, I want to take this opportunity to extend my largest THANK YOU for all your tireless efforts. Your shining, positive personality has been a delight to interact with. I have always looked forward to talking with you even when circumstances have been, shall we say, challenging!
I've been in the workplace since 1972. 2 careers which ran concurrently for many years. The car business is one, (and I celebrate my 50th anniversary in that industry tomorrow), and also International group travel, which ran over 30 years. So it goes without saying that I've interacted with many, many people during that time. I know a true professional, and I can tell you that you're in the top 10% of those I've worked with. If you give me the boss's email I'd like to communicate with him, or her, (or whatever is appropriate these days) to let him know how happy I've been working with you.”
“David Beck is one the best financial wizards west of the Mississippi. He has great knowledge and experience in retirement, tax, college planning and investing. You will be greatly served by working with an honest and value-driven CFP (R) professional like David, holding the top designations in the industry. You will learn that he cares for each of his clients like family. Thank you David.”
“I'd like to state that Brian with Strada Financial did an excellent job in preparing my 2023 taxes. We were referred to him by my brother. Even though he was thoroughly booked , he made a spot for us! He is knowledgeable , very experienced and easy to work with! We look forward to keep working with him on taxes and possibly future investments!”
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
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“Ok folks… heads up you need any appt to get anything done at this place other than counter transactions. We arrived with elderly parents without an appointment but a swell guy named Tajudeen noticed our situation and volunteered to help. He took very good care of care of us. Thank you so much.”