Investing near Clackamas, OR

5 locations found near Clackamas

“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

“I wanted to address Bailey Gilbert's "1 star" review as I was a bit disenchanted by the reasoning behind it. First off, you were a client for "several years" until your divorce, along with other family members. Obviously, until your divorce you must have been highly satisfied with Christy's business practice, work ethic and professionalism to keep giving her your business. Divorces bring about many changes and one of them is in the business of taxes. Conflict of interest not only protects her (Christy) but it also protects YOU going forward. So, instead of writing a poor review which has zero to do with her ability, why didn't you ask her for a referral to another reputable person to do your taxes going forward?Google reviews are meant to review the business, not your personal feelings of being hurt when in the long run, Christy was only looking out for your best interest. You really owe her an apology and the removal of your review.”

4.5 Superb26 Reviews

“I really appreciate you all so much and just want to say thank you so much for for working with me. I consider this car loan a miracle and you really helps us out so much! God bless you and Thank you.”

3.7 Good101 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