Excellent insurance company!!! I have worked with a few surety bond companies, this by far is the…read morebest! If you specialize in real estate they got you covered. Also very educational and informative. Their customer service and turn times are super fast, efficient, and courteous. Pricing is also way better than the other companies I've tried. The president/owner Corban is fabulous!! If your looking for a great B2B recommendation, these guys are great! All American business, personal service A++++

Just got a surety bond through them and Laura was a great help. She got me the best premium and…read morewas extremely helpful

After using this company for a period of years, the Salem location closed. So you're unfortunately…read morewe got redirected to the location in Redmond. Awful customer service, manager lacks in every department that I've had to encounter with her. If you're expecting clear communication and a layout of policies when you ask for them, you won't get it from her. 10 out of 10 would never recommend now that the Salem location is closed.

Very nice my agent helped us a lot I recommend going there and the price was low thank you and we…read morewill recommend Brenda plancarte she was great

I love Charles Schwab but I would recommend using one of their financial adviser's in another…read morebranch. On Aug 7th I had a meeting to setup two accounts and get some advice. I called to inform them I was running ten minutes late and when I arrived, John, was meeting with a couple who had walked in. Instead of my scheduled meeting with John I spoke with his wife Melanie. She setup the two accounts without any problems and I left with the plan to follow up with John and have several questions answered. Some questions where time sensitive and others were for future planning. The following day I called and talked to Preston to get John's email address. Melanie didn't have a card to give me the previous day and I couldn't find an email address on Schwab's website. Preston didn't know it off the top of his head but was able to look it up. I sent two emails to John and waited for a response. After three days I hadn't gotten any response or even acknowledgment that they had received my emails. I called and again talked to Preston. He verified that I used the correct email and said that John would call me in a few minutes which he did. He apologized and said he had been busy and started reading my email questions. They primarily involved a trust and it was late in the day on Friday so we agreed he would look into it further on Monday and get back to me. Eleven days later I had not heard anything I called and asked Preston if I could talk to Melanie. Knowing she was John's wife and she had originally setup my accounts maybe she could help me. She apologized and said she would go over my emails with John and one of them would get back to me in a few hours after lunch. That was two days ago. To date I have contacted their office several times, they have continually told me they would get back to me and I have yet to receive a single answer to any of my original questions. The time window that I needed some of my questions answered came and went. I would recommend anyone needing service from Schwab to work with the offices of Eugene or Bend. I have had good experiences with both. Actually I got more answers from an online chat with a Schwab employee than I got from John and Melanie in the Salem Branch.

I want to say how much I appreciate the time I spent with John Smith explaining to me the different…read moreways that we might go in investing with Charles Schwab. John is very knowledgeable and able to explain the ins and outs of investing in either ETFs or Mutual Funds in a way the ordinary person with not much experience can understand. He is not only very professional but also very friendly and we look forward to working with him in developing our future financial investments.

They are great to work with. Ben is very helpful. Jeanne helps to make sure I get everything done…read morethat I need.

There is not an insurance agent in the Portland metro who cares more about her clients than Heather…read moreCator!!

It's been a rough couple of months for our parked family cars between a big branch falling on one…read moreand someone running into to our other while parked. In both cases the folks at the Cator agency walked me through how to put things right. Big thanks to Colin N. for being so supportive and helping me navigate the process.

Great man and Honest Hard worker. Helped me and several family members fix and complete their tax…read moreissues.

Dale Hill is a trusted financial adviser. I have used his services for nearly 15 years. He has…read morenever steered me wrong.

After my wife and I left the military, I opened my own practice and she started a managerial…read moreposition in a local hospital. With more complex finances, we knew we needed someone we could trust and who had the skill set to manage them (a task we didn't have the bandwidth to learn in addition to our own responsibilities). Jamison Hanson was referred to us by a friend and his father who were already clients, and I appreciated the firm's methodical approach. They use a calculated risk at a level we were comfortable with at each stage of life. Money management is all about managing risk and minimizing expenses in the process. Not having a financial background, I have benefited greatly from what I have learned through our partnership with Steven Jamison. I don't feel comfortable with the black box approach to decision-making where I put in money and hopefully more comes out. At every meeting there's a new detail of the evolving tax law and our changing financial situation, which leads to a range of choices to better position ourselves in our retirement. Steven's explanations increase our understanding of our finances, which helps us make the best choice consistent with our goals. We have recommended Steven to multiple people. I believe his greatest selling point is that I trust him! With his measured approach to management, I don't feel like we are gambling; we are managing risk. Most importantly, I trust Steven to have my best interests at heart and give us the best information he has. - Will & Rebecca

Oh boy! It's Tax time again. Well, don't worry. This is…read morethe place for you. They will definitely take care of you and all your tax concerns. Personal, or business taxes. They will give you tips on how to save and put you on the right track with all your investments. Give them a call. They can definitely help and I definitely recommend them.