Financial Advising near Clackamas, OR

13 locations found near Clackamas

“This bank is a strong example of community safety done right. They keep the lobby open during normal business hours — even on holidays like Labor Day — with access to a water faucet and customer outlet. That means people in the neighbourhood can charge their phones, wash up from hazardous exposures, or simply get clean water in case of an emergency.

It’s a simple model that builds resilience without depending on law enforcement. Access to basic utilities like water and electricity should never be treated as a privilege, and by offering them here, the bank reduces liability and strengthens trust. In fact, restricting such access could even be seen as a legal risk under broader community protection standards.

By making these resources available, the bank adds real value to its property portfolio and to the community itself. This is exactly the kind of risk management strategy that creates safer, more connected neighbourhoods. #LLNLAMLSCF”

3.2 Average67 Reviews

“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!!”

4.9 Superb79 Reviews

“Wayne vonBorstel takes time to know & understand each of his clients - coaching us with our unique needs & circumstances. If changes need to be made that mean extra work for him & his staff, he does it for the benefit is us, his clients. His staff respond immediately to our requests & questions. He has helped us get organized & stay up to date on so many aspects of our life. There is no way to fully express our gratitude for the excellent service & financial coaching vonBorstel & Associates have given us! Thank you!!!! Thank you!!”

5 Superb28 Reviews

“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.”

4.9 Superb28 Reviews

“We’ve worked with Deschutes on retirement planning for years, and the guidance has been invaluable. They clearly explained our options, used detailed planning tools, and gave us real confidence about our retirement timeline. It’s reassuring to work with local professionals who truly take the time to understand your long‑term goals.”

4.9 Superb27 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 Superb25 Reviews

“We had our first initial appointment and was pleasantly surprised with the kindness and professionalism of Yanet our home buying counselor. She was knowledgeable about how to help our credit scores, how to get the most money back with our savings, and how to make a home purchase feasable in the next year. We can't wait to continue working with this organization and so excited for what is yet to come.”

4.5 Superb79 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.”

5 Superb13 Reviews

“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!”

4.4 Superb26 Reviews

“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.”

5 Superb7 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.”

2.5 Average28 Reviews