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

Some guy named Javier called me and hung up rude and left me talking. I'm not confirming anything…read moreuntil they do. Im not sure who put me in collections but it could be fraud. Watch out, some weirdness going on. I'll have to research what to do. Had to look them up before posting here. Shame?!

They call you won't identify. Won't tell you what the debt is date or amount. Never mail anything…read morewhen you ask for proof. Half the numbers come from out of state or say likely scam. i am even getting hang up calls from them! auto message to please hold for call from then it disconnects. Vm that request calls back but won't provide details. If you do get a live person they ask private data which I won't disclose without knowing who they are. I told them to mail me a bill and a month of harassing calls from at least six numbers, and nothing! I know I don't owe anyone as my credit always been in the 800+ credit ... I contacted a lawyer that sued unethical debt collectors. how can I pay a debt or know what it is if no one send me a bill? I lived at same location for 7 years and if I owed anyone they could have mailed me. I had the same number for two decades. if this is not a scam, it is a shakedown. They won't give you details ... so my guess so they can add fees. anyhow, contact a lawyer. How they act even if debt collectors is often illegal from what the lawyer told me

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.

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 :)

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.

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.

Cori did an excellent job on mine and my deceased sisters 2024 taxes, it did not take long and all…read moreI had to do was wait until my federal check was deposited (10 days) and then send in a pre-filled out form with my check to the State and I was done. My sister's estate received a deposit from the Federal and State into her estate account and she was done. Great service.

We are procrastinator but also short form. We bring in the "what's new this year" worksheet and…read morethey calculate with the most up to date laws and information. We pay a small fee which completely eases our minds and then we are done until the next year's deadline! They are courteous, professional, patient, non judgemental and always helpful!