Investing near Oregon City, OR

12 locations found near Oregon City
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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 have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I’ve stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn’t chase the latest money fad.Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I’m one of his top clients.”

5 Superb32 Reviews

“Always experienced great customer service. Never had a single issue with them. Always eager to answer my questions. Was a great experience and really appreciated them helping me finance my SUV. If I ever need another loan I will definitely be coming back to Reliable Credit for sure.”

3.4 Good80 Reviews

“Great customized service & I feel very comfortable with my retirement plan in Mike's hands! This is a very convenient location & the staff is great!”

5 Superb1 Reviews

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