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    Copa Wealth Strategies

    5.0 (1 review)
    Closed 8:00 am - 6:00 pm

    By appointment only

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    Services - Copa Wealth Strategies

    Business consulting

    Estate planning

    Insurance planning

    3 More Services

    Investment management

    Retirement planning

    Tax planning

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    4 years ago

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    Manny M.

    Thank you Jason. I appreciate your support.

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    Phil Gerstner - Lighthouse Financial Enterprises, Inc.

    Phil Gerstner - Lighthouse Financial Enterprises, Inc.

    5.0
    (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.

    Jamison Hanson

    Jamison Hanson

    5.0
    (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.

    Jennifer de Thomas, CFP

    Jennifer de Thomas, CFP

    5.0
    (3 reviews)

    My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

    My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

    Charles Schwab

    Charles Schwab

    3.7
    (3 reviews)

    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.

    Copa Wealth Strategies - financialadvising - Updated July 2026

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