Investing near Tualatin, OR
11 locations found near Tualatin
View Map9:00 AM - 5:00 PM
18975 SW Martinazzi Ave, Tualatin
Investing
Investing
“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.”
9AM - 5PM
200 SW Market St #550, Portland
Investing
“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!!”
Investing
Investing
“I've never worked with a gold/silver buyer before and was anxious about fairness to both them and me! An aunt had passed on a very nice set of sterling flatware, which I'd already priced against a buyers-estimate from Replacements. However, with Replacements, I would need to polish, wrap, mail, insure, plus I would have to talk to them about items I had more than 12 of, and watch the video to identify pieces in shapes I'd never seen before (like an oyster spoon!). They were SO good to work with! DeLynn explained everything and I could watch the whole process and understand how she came to the final sum which was what I'd estimated I'd get from Replacements Before the cleaning, mailing and insuring! I'll be back with some things of my own that I'd rather have the cash for.”
8:30AM - 5:30PM
10690 SE McLoughlin Blvd, Milwaukie
Investing
“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.”
Investing
“I’ve been here a handful of times and have always received good, friendly help.Honestly, it’s not perfect.. Once I came in asking about how to transfer a silly Robinhood account to my Fidelity account. The employee said that he did the same thing, but it was long enough ago that he had forgotten. So, he got help, and explained everything.Another time, after asking friends, I came here to ask about cashing old bonds that were still in paper form. The same thing happened, the employee wasn’t sure and told me it was a good question. It took a brief amount of time before he came back and told me to look up a “sav1522” file on a federal website. Perfect.I can easily highly recommend Fidelity because of my visits here, and the fact that they are always helpful.”
Investing
“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!”
Investing
8:30AM - 5PM
820 SW Morrison St, Portland
Investing
“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.”
Investing
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