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Finance Advising reviews in Beaverton

  • F
    Swanson Financial
    went to short presentation he gave
    made an appointment
    went to see hoim gave him info and next meeting big promises and then nothing can be done
    so I asked what about my social security info and after he promised to help he told me point blank call social security afte rhe says in presentation dont do that

    - kim v.
  • A
    Simple Lending
    We met with Mark to talk about the opportunity and we decided it looked good.  We started with one loan to see how it would go.  Over time, we put some more money with them.  The interest checks come in every month, which really supplements our income.  
    I would definitely recommend working with Simple Lending if you're looking for a solid, secure return on your investment money.
    - Josie P.
  • A
    Alexandra Property Management
    I've been very satisfied with my experience with Alexandra.  They're very friendly, very responsive, and don't overcharge me for stuff.  They take care of all the maintenance stuff without me needing to be involved.  This is very helpful because I've got my own business that takes all my time.  We have had no problems with the tenant at all, and the rent comes on time every month.  I would recommend their services highly.
    - Josie P.
  • A
    Northwest Mortgage Advisors
    My partner and I went to Annie Gulosh of Northwest Mortgage Advisors a couple of years ago to find out if we qualified to buy a home. We did qualify, and Annie made the application process a piece of cake and stress free. But, our income was not as high as we wanted it to be, so we decided to wait for next year?s tax filing to give our income the boost we needed to qualify for the house we wanted. Annie advised us on which debt to pay off and we focused on that debt and improved our income to debt ratio. We did what she recommended and now we qualify for the amount we wanted and have found our dream home. We were impressed with the no pressure sales approach we received from Annie and how she stuck with us this whole time, just so we could reach our goal. Annie has a lot of integrity and it shows in her business practices and approach. Anyone thinking of buying a new home or refinancing their current home really should talk to Annie first. I talked to other mortgage lenders, but didn't find the same professionalism as I did with Annie. Annie really knows her stuff.
    - Nancy L.
  • A
    CGC Financial Services
    I have been going to Glen Clemans for many years for personal financial planning. I was referred to him by a friend. They had told me that Glen was very honest, knowledgeable, hard-working and dependable. They also said that he was a very good man and friend. I have found all of this to be very true. Glen is a very smart guy, and he cares about his clients. He's also a very busy guy. He meets with me at least once a year to fine-tune my overall plan, and is available to answer my financial questions anytime. All of my visits have been free; he makes his money by the products/investments that he has sold me through the years. Glen explains everything to me in detail, and I love learning about it. I truly enjoy going into his office each year, and I always come away with more knowledge and very comfortable with the Plan. Being financially responsible has always been important to me, and I've always wanted my retirement years to be something to look forward to and not to fear. Glen has made that possible for me. And what I like best is that Glen always gives me options and different scenarios to think about, such as ~ if you want to retire at 55, you will need to work part-time and earn this amount for the first couple of years and you'll be just fine. If you work just a few more years full-time, you'll be able to retire and make more than you did working. Fun stuff like that. He makes it seem so simple and shows you the possibilities. In essence, he takes the fear out of it. I would highly recommend this company, especially Glen Clemans. He will be my Financial Planner for life.
    - Cindy E.
  • A
    Edward Jones
    Most important to me, after ten years of working together, I trust Dave Trabucco is working in my best interests, works hard to communicate with me and present his knowledge in a way I can understand while maintaining the highest professional ethics. Please note: There is no fee for meeting with Dave. He receives fees if you decide to invest through him and vary with the particular type of investment and are made clear in those accounts.
    - Suzanne K.
  • A
    Edward Jones
    The experience was so educational and helpful in getting me started. I was amazed that anyone would take such time and patience to educate a potential client. I was really impressed with how he presented it and how he made sure I understood. I was comfortable very quickly and left feeling like I really understood what my next steps were and what my future steps were. It was a great experience!
    - Laurie D.
  • A
    CGC Financial Services
    This person and company is a lucky find for anyone trying to get these numbers together. Two of the partners teach the classes on PERS to county and state employees, and they know this retirement system backwards and forward. They help you to take a small amount of investments and get them in place to help you accomplish your goals. Is also helping with our Estate planning. Very pleased with what they have set up for us. These folks are honest and know how to really help average government employees like ourselves. I am sure they are well equipped to help larger investments as well. $55.00 is all we paid to take their class on PERS and with that came this investment counseling. What a deal, we had no idea where to turn for this kind of good advice.
    - LANA B.
  • A
    CUSO FINANCIAL SERVICES LP
    Kimberlee was very knowlegeable, non-judgemental, informative and patient. She gave me good information about what kinds of records and documents to bring to the appointment, asked good questions and followed up with me promptly, sending additional information I had requested. I was not pressured to make any investments that would result in a commission. She even answered a question for a friend of mine who picked me up from the appointment.
    - SHONA D.
  • A
    Pride Financial Partners
    I would highly recommend him.  He provides excellent service.  He is extremely knowledgeable of investments and the market.
    - JAYNE D.
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Financial Advisors in Beaverton

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