Financial Advising near Clackamas, OR

14 locations found near Clackamas
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“Lubna Alsaberi is super amazing! Lubna not only helped me and wife with a 12 month CD, but also waived international wire transfer fees for being a loyal US Bank client.The branch is always super clean and people are always super nice when you walk in. The most convenient is the ATM drivethrough and inside the branch which is open during weekends and offhours!”

2.7 Average47 Reviews

“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!!”

5 Superb21 Reviews

“I referred a borrower of mine that I had been working with for 2 months because my company could not do the loan as it was a manufactured home with a land lease. FastMobile Home Loans did a great job closing the loan and I will definitely refer them any future loans that are land leases.”

4.8 Superb25 Reviews

“It is amazing to have such organisation to help first time buyers?I am real estate agent ! I closed with Heidi Martin 4 loans in the last 8 months ! It was a great experience! Heidi is very professional! She is Excellent problem’s solver, very patient with buyers, agents and other parties ! She is ready all the time to go above and beyond in what she is doing and in connecting buyers with the available assistances.i love working with her.”

4.5 Superb26 Reviews

“I always enjoy my interaction with the tellers. They are friendly and helpful as well as very efficient. I have also gotten a few loans and the loan officers are just as friendly and efficient. It is exactly what you want from a bank.”

4.7 Superb15 Reviews

“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.”

5 Superb10 Reviews

“This is the 3rd year I’ve employed Stradato do my taxes. After a personal Get To Know You interview, they notify you when to get started collecting tax info; they notify you when it’s time to turn it in to them; they call you and make an appointment for their report of the work they’ve completed. If you’ve done your part, sit back and relax!!! Of course you have to pay for their services, but it’s worth it. They’ll see me again next year!!”

4.5 Superb19 Reviews

“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.”

4.8 Superb11 Reviews

“Sherman, Young and associates were a true pleasure to work with. I waited until the last minute to get my taxes done and Greg Young was professional, knowledgeable and prompt. I recommend anyone to Sherman, Young and Associates who values integrity, professionalism and superior service.”

4.5 Superb6 Reviews

“Using the bank service and in Particular, Veronica was so helpful getting the money of a large cash! She was an instrumental for the church to get a needed money on time! Thank you so much!”

3.9 Good7 Reviews

“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.”

2.4 Poor15 Reviews

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