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Finance Advising reviews in Lake Oswego

  • F
    Swanson Financial
    I don���t write reviews often but I think it is essential to try to save at least one other person from wasting their time and, perhaps, more! I attended one of Mr. Swanson���s advertised ���Important Educational Event regarding Social Security���, fully expecting that I would get a sales pitch of some kind but I also hoped for answers to the ���Topics to be discussed��� regarding Social Security as specifically noted on his mailer. (I���m an optimist.) This ���Event��� failed even my slightest hopes!! I learned FAR more about Mr. Swanson (his boat, his tennis club, his family, his dog���) than I did with the superficial Social Security information given! Very early in his ���Education Event���, Mr. Swanson asked for the audience to hold their questions; saying he���d get to them later. Doesn���t that sound like a question / answer session later that evening? But NOOOO. After Mr. Swanson finished his oration, he gave a deep bow from the waist (applause, applause, applause), said another man was coming in for our paperwork and promptly exited the room! I still had my original two questions about Social Security after the generalized information that had been presented. As I left, I asked his son (who works for him) what happened to the question/answer session? His reply was that if they did that, it would take 2 ��� 3 hours! (First hmmmmmmmmm) However, as stated in his presentation, Mr. Swanson was offering a free hour meeting with him!! (Second hmmmmmmmmm) Here���s the real CAUTION!! In the little packet we received at arrival to the ���Educational Event���, there was a page titled ���Household Snap-Shot��� that asks for your: Annual Income $, Retirement Savings $, Non-Retirement Accounts $, Home Fair Market Value $, Mortgage $ and Debts $. (Third hmmmmmm) But wait, there���s more!! The same page reads, ���In addition to completing the above, please bring these documents: Social Security statements, Last Year���s tax return, Brokerage firm statements, Life insurance & annuity policies, IRA & retirement statements���. Now, I���m not a financial wizard, but I think that just about presents my net worth and a lot more than necessary for my purposes. (Fouth hmmmmmmm) But I only had a couple of questions about social security!! Admittedly, I really wanted to confirm my impression of Mr. Swanson���s business, so I made an appointment for my ���FREE��� meeting with Mr. Swanson. (Honestly, I didn���t think it would happen because I didn���t fill out his personal information probing form.) When I arrived at his office, I could see Mr. Swanson on the phone. The man who followed Mr. Swanson after The ���Event���, Michael, came out of an office and asked for my Household Snap-Shot form. I was completely up front and told him I didn���t fill it out as ���I only have a couple of Social Security questions���. I was astounded when Michael blatantly said that if they didn���t have the form completed, that I could NOT meet with Mr. Swanson! He even went so far as to try to physically usher me back out the door after I calmly told him that I���d had concerns about them at ���Event���. I commented that I���d write a review and his response was very close to, ���Can���t wait to read it.��� Sadly, my impression of Mr. Swanson���s business was correct. OK, it���s even worse. Surely, there are financial advisors who are willing to earn your trust and respect so that you want to become a client. I have a million dollars, I���ll go find one.
    - ROBYN S.
  • A
    FIDELITY INVESTMENTS
    They're very friendly, knowledgeable for information and things like that, there's no cost and with the process of money and had money create some accounts with them and there was no cost to do that. It's just been very efficient. I would use them in the future.
    - Gretchen D.
  • A
    Merrill Lynch
    They've been working with her family for years and they're very easy to work with. I work with the same person for 20 years, 25 years and he's very efficient, follows up on everything, very quickly and takes care of everything very quickly and I don't have to worry about everything. I would use her again in the future.
    - Gretchen D.
  • A
    TERRY LITTLE
    Terry Little is not the first financial planner I have consulted but he most certainly will be the last! He executed an in depth financial plan and now manages all my investments for a few very good reasons; 1) He is an excellent listener! Very rare! 2) He is very smart 3) He was knowledgeable and supportive of my real estate portfolio, which makes him NO money 4) Great accent 5)The assets I invested with him have done VERY well!
    - LISA G.
  • A
    FIDELITY INVESTMENTS
    unknown
    - Michael K.
  • F
    Alice Salvo Estate Planning Attorney
    unknown
    - CAROL S.
  • A
    CGC Financial Services
    unknown
    - Julie K.
  • A
    Toews, Terrill & Associates
    They run a stellar operation. They are very professional. They truly listen to the clients needs, concerns, and goals. I have a very high level in their ability and their integrity.
    - Marty B.
  • A
    Edward Jones
    Mr. Brenden has saved me lots of money with his advice not to get out of the market. On his advice I have invested in several stocks that are making money.
    - MATTHEW OR JOE D.
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Financial Advisors in Lake Oswego

Companies below are listed in alphabetical order.

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