We have been so please with Jack's approach to investing. He listens to our wants and needs and has…read moredone an excellent job in helping out retirement nest egg grow. One of the many things I appreciate is his business plan. Since they are a fee-based advisor, Jack is better able to provide investment guidance that is in our best interests. Previously, we had an advisor that has locked us into investments for over 8 years and I have no idea if or when I can liquidate them. This is a company that works hard to grow our investments and so far, has exceeded our exceptions. We realize there is risk in investing, but Jack has navigated the sometimes rough seas and we have benefited greatly.

From the owner: Our fee-only firm is planning-based, which means that all recommendations are based on our client's…read moreunique financial circumstances. The plans and investment strategies we put together are driven by client needs not by some sort of crystal ball. Our portfolios are positioned to protect on the downside and our planning strategies cover everything from college planning to estate strategies, tax minimization to alternative long-term care insurance solutions. We also offer Socially Responsible Investment strategies that allow you to align your values with your investments. Call anytime to set-up a free initial consultation.

I've been under advisement with Ryan for a relatively short time, but in that time he has given me…read moresome outstanding advice. I first sat down with Ryan Thornton last year to discuss retirement funding as well as some general financial planning. Let me start by saying that I do NOT currently have a million-dollar portfolio (nowhere near it!). So, the time and attention Ryan gave me was my 1st glimpse at his good character. Being a small business owner, Ryan asked me a lot of very good questions about my business and gained a comprehensive knowledge of my business model moving forward. He also asked me about my investing experience, my risk-tolerance and all the other questions I'd expect from a good financial advisor. Then he asked me this: Do you have an "emergency fund"? I thought: "...is this a pitch for me to buy some special mutual fund or other investment...?". He then went on to say:"... my initial advice to you would be to create an "emergency fund" - perhaps in the form of a safety-deposit box where you can store an amount of cash equal to 3-month's salary...Before you start investing with me, it would be a good idea to have this fund set up to cover any unforeseen expenses like emergency medical bills, needing a new car after an accident, not being able to work for a time, needing or wanting to lend money to family member or friend in need...etc.etc. ..because it would give you some piece-of-mind of knowing that you may not have to dip into retirement savings if such things should come up..." - Glimpse #2 at Ryan's good character! (he has the long-term AND the short-term in mind) Ever since I finished raising the money for my "emergency fund", Ryan has been completely optimizing my modest portfolio. I happily pay Ryan the very reasonable monthly fees for his continued effort with this. I am over 50, and once again (for the 1st time in a long time) I am energized and inspired to invest in my future. I'd just like to say "thank you Ryan" for helping me create a realistic foundation with a realistic plan to ACTUALLY achieve my retirement goals! (perhaps a few less grey hairs along the way!) HIRE THIS GUY! (you'll thank him too!!!) Chris

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Senior Banker Zachary Fentress did a wonderfully thorough job opening a new checking account for my…read moresmall business. I appreciate the time and care he took in seeing to my needs. Well done. Terrific customer service. Will be sending my friends.....

People love to bag on big banks, deeming them corporate bastards, but here's the thing: if you keep…read moreenough $Skrilla$ in your account here at B of A, they won't ding you left and right with those erroneous charges. Yep, money does in fact grow on trees folks, so it's up to each person to get up in that tree and pick that money! Now go do it. Boom. This particular branch of B of A is great for many reasons. The location = can't beat it. All the action happens on this wild corner of Greenwood and Wall, plus they even tell you the outside temperature with their nifty digital temperature billboard. How cool is that? Also, the branch just underwent a fabulous remodel, way to modernize guys...so light and bright. I can't post this review without talking about the fabulous staff. The folks who work here are all so nice, efficient and willing to help with anything. The manager Aaron is super professional, laid back and approachable. Brett the investment wizard will help you figure out finance and investment stuff (make sure to ask him about Jujitsu). The bank tellers (Madison, Mimi and Theresa) are great and ready to help you with your account transactions. Downtown Bend is lucky to have this bank!

Worked with Jordan to create a retirement strategy and also plan for college for my newborn. He was…read moreextremely helpful, and I know I will be contacting him often regarding my financial needs.

Met with Jordan to review current retirement savings and discuss goals for long term savings and…read moreretirement investments. Jordan was very knowledgeable and answered the many questions I had on what I'm currently doing and ways to improve. It was good to have an open and honest conversation about personal finance, as well as plan for the future. I would definitely recommend Jordan and Edward Jones as a financial advisor.

Great person and awesome CPA. Highly recommend him and you will not regret it. Bend local and works…read morewith tons of great folks in town.

We're a small design company and have been working with Keith for the past 9 years for our business…read moreand personal taxes, and all of our accounting issues. He's one of the most personable people I know and so easy to get in touch with about anything. Very reasonable prices and friendly, knowledgeable service!

My partner and I attended their dinner last night at The Oxford Hotel and we found Cathy and Ryan…read moreto be not only extremely knowledgeable but very compassionate l, caring people. We thank you both for inviting us to your event and for sharing your expertise with us.

I would give this business negative stars if it was possible. I signed up for the program, this…read moreevening, received an Email confirmation, and then when I showed up was turned away. In the past, I've signed up, because they keep posting invites on my Facebook news feed, and they've called and said I couldn't come, but no such thing today. I signed up a couple of weeks ago, and got the Email confirmation back on May 3, 2019. This time, there was no call to tell me not to come, so I figured enough time had passed since my last attendance that they wanted me back. I guess that wasn't the case, and they certainly weren't about to make a space for me, even with my Email confirmation, which said, "We look forward to seeing you at Oxford Hotel on May 14, 2019 6:00PM" Sad! Very sad!

Connie and Kelley are on the ball!…read more I've dealt with several other property managers over the years. They all felt a little lackadaisical to me. There was rarely a sense of urgency about anything. It seems like they just did whatever benefited them rather than their clients. Not so with Hummingbird! They've got a structured system and they stick to it. They're smart, gracious, and tough when they need to be... sometimes even with me. :) It's a refreshing change of pace.

I inquired with Hummingbird about renting out my house, and Connie replied back promptly. She…read moreeven came out to tour my house on the same day. She was very thorough and answered all my questions, including responding to texts over the weekend. I decided to sell my home rather than rent, purely due to financial reasons. Connie even offered that she thought that selling was likely the prudent financial choice for my family. However, had I chosen to rent, Connie would have gotten my business.

I was involved with Excel futures Mark Wagner. He is a high-pressure sales type person who offers…read morevery little information when you talk to him. He will put you in trades that make no sense. You might profit one or two times then lose basically the rest of your money. He is a horrible person to work with in my experience. You will lose money if you listen to most of what he says he has no idea what he's talking about. and most of his decisions are based on liberal views and mindsets, not based on facts good information of how to make a critical decision. I would highly recommend staying away from Mark Wagner and his company.

Bad investment idea. I invested 15,000 with them and in 2 years I got back $565. Every time I…read morewanted to take my money out Mark talked me into leaving it a while longer. This happened several times on the ride to -99% return