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August 2023 by Julie Blackwell
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!!
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April 2023 by Joe Pospsisil
My organization has been working with Deschutes Investment Consulting for about past year, and we have had a very positive relationship with them. We initially retained them to perform a plan review, and then kept them as our 403-B Plan consultant. They are extremely knowledgeable and great to work with. Our staff has already benefited greatly from our association with them.
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April 2023 by Dan Sitner
My wife and I have been working with Deschutes since 2016. If you are looking for a fee only fiduciary planning firm, we highly recommend considering them. Their approach to financial planning is thoughtful, conservative and not at all salesy. The guidance they have provided us as we transitioned into retirement and beyond has been invaluable. They are a true partner in our financial journey.
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April 2023 by Rob Speidel
Great group. Very knowledgeable and professional!
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March 2023 by Cheryl Wunder
Laura Fallon-Burns is a wonderful advisor! She is easy to talk with and has already provided great advice on ways for me to be better positioned for the phases of my retirement. As an HR professional I also appreciate Laura and the Deschutes Team for their excellent delivery of learning experiences and 1:1 advising for the team.
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March 2023 by Studio Art Direct
I have worked with Laura Fallon Burns, Carl, and MacGregor Hall for many years. There simply is no better firm to trust with your money. What I like is the bench depth of talent. A group that can provide specific advice from 401k company planning to my personal retirement. They have modern technology but are extremely personal in dealing with me and my investments. I trust Laura with my life. And that is not an understatement.
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March 2023 by Matthew Grady
This group is detailed oriented and will maximize your outcomes. It is a mistake not to use them. Give them a try.
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October 2022 by Colleen Wright
I have been working with Laura Fallon-Burns since around 2007. Laura is very responsive to my needs and also goes over my investments once a year to re-balance my portfolio. She is easy to work with and I value her services.
