Todd has been very helpful with my financial planning. He is thoughtful, knowledgeable, and able to…read moreprovide clear, practical advice across a wide range of topics. The insights he shared were very relevant for my situation, and he took the time to answer all my questions with patience and professionalism. Beyond that, Todd is reliable and genuinely cares about his clients. I highly recommend him!

Hands down the coolest guy around! Todd understands what us young adults need. From investing tips…read moreto budgeting tricks, hes got it covered. Five stars for making finance feel less intimidating and more empowering

Outstanding integrity and consistent effort. So glad we are working with this team of financial…read moreadvisors. Highly recommended.

From the owner: Sittner & Nelson, LLC is proudly serving the Eugene metro area. Wealth management is more than…read moreproviding investment advice. We advise our clients on every aspect of their financial affairs with a genuine commitment to their personal and financial success. We create and implement strategies that are designed to build and preserve wealth. As an independent advisory firm, we are objective and unbiased. We don't offer any proprietary products. Instead, we use our time-tested philosophy and process to select the best long term investments tailored to the objectives of our clients. Our services include: financial planning, investment management, individual retirement planning, education planning, risk management, and business retirement plans. Call us for an appointment today.

Ms. Harvey is a wealth of knowledge. She is a great professional to talk to about any financial…read morequestions. Take advantage of this hard working, smart and professional business woman.

I don't understand the negative reviews. I have always been treated well here, People have gone out…read moreof their way to help me and a friend with a disability with whom I have visited the office. No one has ever been impatient or dismissive or annoyed. We have always been helped promptly by a pleasant, competent person.

takes your money and gone work out a deal for late fees and one missed payment nope still takes…read moreyour car horrbile people

Don't bother. I hired W&R in August of 2015 for a financial plan. In March, I finally gave up and…read morerequested my $300 back because I still didn't have a usable plan. The first advisor I was assigned to was inexperienced and not mature enough to admit when he made mistakes. He diregarded my input, left important parts out of the plan he created for me, had math errors and did not have the grace to own his errors or correct them. In fact, he told me one mistake was my fault and stuck with that story even after I pointed out where I had given him the info he said he didn't have. Not someone I'd want to handle my money! I asked for a refund or a new pairing. The second advisor I was assigned to had a great presence and a good grasp of what I wanted. I liked the guy and felt relieved that maybe, after all these months of waiting, I'd get a good plan and get back on track. Sadly, it took a ton of calls and e-mails to get follow up from him. The plan he created looked good and I left pleace. When I got home, I realized a significant calculation had been left out. No problem, I e-mailed him the details and asked for follow up. 6 weeks and a reminder later, I still didn't have that nor had he prepared the forms to move my IRA to them as he'd told me he would. Blessing in disguise! I finally asked for a refund. This was literally over 6 months after I'd paid for a complete financial plan, had 4-5 meetings and put a ton of energy into following up and pushing these advisors along. The refund was issued promptly and without argument, although the e-mail acknowledging it came with a statement about how I'd gotten two plans for the price of one. That made me laugh, and made it abundantly clear that the culture of being unaccountable reaches high up in this particular office. Please keep your money far from these folks. Since I still don't have the plan I hired an advisor for, if you know of a good one please do message me. I'd love to try a new firm, one that takes pride in their work and doesn't require constant prodding to deliver the work they promise.

They have been extremely helpful over the many years that I've been with them…read more Good listeners with thoughtful, timely suggestions. The are always prompt in their responses as well as empathetic & compassionate when times get tough.

OK, I haven't been here a whole lot but Teresa at the front desk is wonderful. She was really…read morefriendly, competent, knowledgeable and when I had a hiccup with an IRA transferring in from another company she knew exactly how to fix it. Plus the Schwab trading fees are really low :)

The only reason I gave a rating of "five" is because there isn't an option to give SIX!…read more My wife and I have had a lot of experience over the last 23 years buying and selling properties. We had been watching property in a very specific part of town for nearly two years. As our country's financial outlook began to turn gloomy, we decided we'd better pull the trigger quickly before rates went to the moon. A friend we trust recommended Phil Gerstner at Lighthouse Home Loans. We reached out to Phil and the rest is history. Understand, we've bought and sold more than a dozen properties in a couple of decades and we have NEVER had such an OUTSTANDING experience as we did with Phil and his team. We thought for certain we'd waited too long and would pay the price through high rates. Phil shopped our loan HARD and found us several options to choose from that made sense and were manageable for us. Phil took the time to teach us about the process, broke each option down into steps that helped us understand potential outcomes BEFORE we made a decision. We have NEVER had a broker take the time and spend the energy doing this before and we have come to VALUE Phil's thoughtful input. I CANNOT RECOMMEND PHIL AND LIGHTHOUSE LOANS STRONGLY ENOUGH. You will be doing yourself, your family, and your future a huge disservice if you don't at least have a conversation with him, talk about your plans, dreams, and options. Thanks Phil and Lighthouse! We LOVE our new home.

Phil was knowledgeable, responsive and extremely helpful in making sure we had a good experience as…read morefirst time home buyers. He made every effort to get us the best deal and was constantly giving us good news. I really liked working with Phil and Lighthouse Home Loans. I would HIGHLY recommend them to anyone.

Banked here for years in Eugene and Salem with no problems . Auto loan ,no problem. The website…read moreis pretty good too. Couldnt get a real estate loan though ,they are so picky about income source which is understandable..

There slogan is "meeting you where you are with a tenacious standard of service." When my mother…read morepassed away I went in to close her account which she had put me on. They hadn't processed the paperwork and froze her account. I had to bring her death certificate in to prove my authority. Tenacious my foot! Would not recommend.