Investing near Tigard, OR

9 locations found near Tigard

“Scott was incredible! Not only a great listener, educated, well-informed, etc so on and so on, he actually helped us out to the full extent of our requests. We were impressed. Compared to another Fidelity branch visit last November with someone else- night and day. Thanks Scott, we’ll be back if need be! Tell your boss the raise or bonus is justified. ;)”

3.6 Good23 Reviews

“Went to Center Street Gold & Silver twice in May to sell some silver and gold - mostly silver half dollars, silver dollars, and silver rounds, but I also took a gold necklace with a single diamond pendant on my second visit. Both visits were great - very short wait the first time and no wait the second time (arrived about a half-hour before closing on a Friday afternoon). They are fully transparent about pricing, which is strictly based on the current value of gold/silver and the amount of gold/silver in what you’re selling. My transactions were conducted quickly, professionally, and courteously, with absolutely no pressure to sell if I decided not to. The people were also very friendly, and I learned some interesting information about silver coins, proof coins, gold jewelry, and diamonds during my visits.”

4.9 Superb143 Reviews

“Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.”

5 Superb44 Reviews

“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

“My loan with Cody turned out excellent, he is such an understanding and Good representative!!Give him a pat on the back for such great work 👍 Cassandra was a great help too!!@”

4 Good136 Reviews

“Scott is so helpful!

Always super happy and friendly.
Very thorough and detail oriented.
Always a pleasure working with him.

He has a very uplifting personality, always smiling and easy to approach.”

3.6 Good16 Reviews

“Kodi Hermann has been managing my IRA since the beginning a decade ago. He has always done a great job, if very communicative, flexible and accountable. I highly recommend.”

5 Superb8 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 Average29 Reviews

Related Categories