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7:30AM - 5:30PM
9955 SE Washington St Suite 105, Portland
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.”
“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.”
“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.”
“My husband and I just bought our first house and completed our IDA savings program with the Portland Housing Center, and it was nothing short of an amazing experience. I don’t think we would have been able to do it without them. We mostly worked with Michele and Ryan, and they were there for us every step of the way. They gave us the necessary tools and resources to be confident in the home buying process. I truly hope that PHC stays around especially for other first time home buyers, seriously it is such an incredible program and resource to have. Thank you so much to everyone we worked with at Portland Housing Center, we couldn’t have done it without you!”
“Christine Lam is an exceptional advisor and Certified Financial Planner! She brings everything you’d want from a financial professional: deep knowledge, transparency, honesty, and strong leadership skills. Christine is organized and thorough, making complex financial decisions feel easy and manageable. I have complete trust in her expertise and integrity, and I highly recommend her to anyone seeking a top-notch advisor. You can trust Christine with your financial future—she’s truly one of the best!”
“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.”
“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
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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!!”