Financial Advising in Portland, OR
8 locations found near Portland
View Map
Financial Advising
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“Rachel brings a sense of genuine interest and passion to an intimidating and sometimes taboo topic…money. Her education background shines as she helps clients explore their goals and steps to achieving these goals in terms that are understandable. She has provided me personally with discussion and recommendations to help not only my clients but my own personal financial needs. She demonstrates excellent listening and compassion for life’s situations that have lead someone to opening to the need for assistance with achieving their financial goals. She seeks out ancillary professionals to ensure her clients have the most well-rounded financial picture and puts people at ease with easy-to-understand information. I would highly recommend Rachel for anyone needing a kind, compassionate, and savvy financial planner who has a huge heart for her clients.”
Financial Advising
“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!”
Financial Advising
Financial Advising
“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.”
Financial Advising in The Nearby Cities
Related Categories
You May Also Like
-
Wells Fargo
23 Locations -
First Republic Bank
3 Locations -
TIAA Financial Services
2 Locations
“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!!”