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    Charles Schwab

    3.7 (3 reviews)
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    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

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    Retirement planning

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    Jamison Hanson - Dennis Hanson, CPA

    Jamison Hanson

    (2 reviews)

    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.

    Phil Gerstner - Lighthouse Financial Enterprises, Inc. - Best Mortgage Lender Salem, OR

    Phil Gerstner - Lighthouse Financial Enterprises, Inc.

    (5 reviews)

    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.

    Fischer, Hayes, Joye & Allen

    Fischer, Hayes, Joye & Allen

    (2 reviews)

    I wish I was able to leave a positive review. When I initially went in for the new client…read moreconsultation and met with Stewart, I was impressed with the office and the people there. I initally asked how much he charged and how long he thought it would take to prepare my business and personal taxes. I never got an answer to my question - which should have been my first clue. I received the invoice in the mail, for almost $900. That amount can cripple a small business. The invoice didn't specify or have a breakdown of why it was so much. When I called the office for clarification, I was told the tax prep took almost 5 hours. 2 hours alone to input previous years taxes into "the system." When I asked what "the system" was, I was only told their internal system. The past years filings from previous accountants took 1-2 hours. For a firm this size, I don't see how a simple return can take 5 hours.

    I cannot express how much we love & respect the team at Fischer, Hayes, Joye & Allen LLC! we began…read moreyears ago with Stephen Joye, He was great! The last two years his associate Linda Briar has handled our taxes. This year we got them in less than 24 hour before our extensions deadline. Linda breezed right thru our mess & got us a great refund again this year! This Company is my favorite! Professionalism & Excellence in all they do! They deserve more than 5 stars & Linda, we adore your awesome work! We're customers for life, I send all my business owner friends here!

    Charles Schwab - investing - Updated May 2026

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