Kathy and her team have done my taxes for the last 10 years and I could not be more grateful for…read moretheir thorough communication, timeliness, and professionalism. I recommend them to anyone looking for a CPA.

So I'll just start at the beginning of my working "relationship" with Kathy. At first I thought…read moreshe was going to be the answer to my prayers for a good accountant / bookkeeper. We agreed that she was going to do my monthly bookkeeping and then my taxes when they came due. The next few months were a little odd because I never received an invoice from her for the monthly bookkeeping, I had to actually reach out a couple of times and inquire about the bills and where we were at accounting wise. She said that everything was going good and that she would "try" and get me a monthly invoice, which never happened. Before 2021 taxes were finalized, I called for some advice about buying a new truck for my business. I needed to know what my tax obligation looked like before I purchased the truck. She told me a dollar amount and based off that information I purchased the vehicle. When it came time to sign off on the taxes my tax obligation went up almost $6000. I called and asked her why and how they went up so much in such a short period of time. Her response was that they need to re-categorize some things and that they were giving me 100% credit for business meals, she said that I was only allowed to claim 50%. (Which is not true for tax years 2021 and 2022, the Federal Government was allowing 100% deduction for those two years due to Covid.) I bit my tongue and moved on. Still not receiving any monthly invoices other than what I owed for the tax preparation. Reached out multiple times throughout 2022 and was told by one of Kathy's employees that they needed monthly bank statements or access to my bank account on-line. Which I gave them a log-in for my bank. This employee received it and logged on, confirming that it was all they needed. Again, months go by and no contact or invoices. We are now in 2023. I am now an LLC filing as an S-corp (per Kathy's recommendation), so I'm assuming that it's important to stay on top of things. I reached out again to Kathy and inquired about the invoicing and where things were at with the accounting. She responded with "You were supposed to get us access to your bank last year and you never have, so nothing has been done". Never mind that I got them access in the beginning of 2023 and have the email chain with her employee verifying as such. She then said that she was mistaken and would look into it. A week goes by and all of a sudden she emails me asking about my S-corp application, wondering if it was approved. I told her yes and that her employee was aware of it as well at the beginning of 2023. She then proceeds to throw together my taxes for 2022 and tells me to sign them, "they need to be filed by September 15th." She had questions about some debits in the business account but never received the answer to those due to the fact I thought we had until October 15th to file. She just moved everything to "supplies" and threw the tax forms together. I sent her an email listing my concerns about how things have gone up to this point and was looking for some answers. She filed the taxes and quit. Now I have NO idea what has been done or what NEEDS to be done. I'm now in the race to find another accountant that can come in and clean up her mess. By the way, that truck I bought? I had to sell it immediately for a $2500 loss. This "accountant" has potentially cost me thousands of dollars by leaving me high and dry the way she did. My next step, filing a complaint with the Oregon Board of Accountancy. If you're in the market for a new accountant, go somewhere else.

I never had an insurance agent who made me feel more well-cared for. Nicky was always available to…read moreanswer questions, assist with a claim, and review my policies for possible savings. Im only sorry that it took me so long to find her. She is stellar!

Last year, having been clients of Farmer's for over ten years, my husband and I, who are both good…read moredrivers with excellent credit, were shocked to discover that our insurance premium had climbed over $400 in less than one year. Nichole had no explanation for this, stating in email, "I wish there were better answers for industry rate increases Stephanie." Seriously, what kind of insurance agent isn't able to explain this? I'm not asking for you to be an actuary and delve into statistics; I'm simply asking for why you would drastically increase the premium for a middle-aged couple with good driving records and outstanding credit. Interestingly, she did suggest that I lower my comprehensive deductible saying, "... I know that is an increase [in the cost of the premium], however really it is saving you 400.00 if there is comp claim." I told her we would be taking our business elsewhere, and specifically told her to cancel all of our policies effective November 30th. That didn't happen, and I continued to be charged for one of my policies for another five months. When I discovered this error, I contacted them to correct this disturbing oversight immediately. The policy was cancelled but no apology was issued to me for the inconvenience or for being temporarily swindled out of over $200. I found it hysterical when, a month later, Nichole thought to email me telling me my "first renewal since you left Farmers" was coming up. Since I really only need to be contacted for legitimate business matters, I pressed her on this, asking what needed renewing since I no longer have a Farmer's policy. Her response? "Based on you leaving you [sic] current policy with your new carrier would be renewing." I just can't imagine doing business with such a poor representative of Farmer's.

Margaret is one of the nicest agents I work with. She is very kind and is always willing to help…read morewith everything I need. If you are looking for life, auto, or home insurance I recommend calling or visiting this office.

Excellent service. Courteous and very helpful. Danny was terrific!!…read more Recommend this office extremely highly. Do business with them!

We just went through the process of purchasing a home and were referred to Nancy Meston with Guild…read moreby our realtor. We called her right after meeting with our realtor for the first time and have been in regular contact since. We are first-time homebuyers so we had no idea what we were doing and Nancy took the time to answer all of our questions, of which there were many. Nancy checked in with us regularly and called as soon as she had any news for us. Nancy is incredibly knowledgeable about all things mortgage-related. If she didn't know something, she found out and told us immediately. She is incredibly thorough and took care of everything for us. We really only had to sign paperwork and decide on a rate, the rest Nancy took care of. She is also a complete sweetheart and we loved working with her personally. I will definitely be sending my friends to Nancy when it's their turn to buy a house. If you're looking for a mortgage broker, definitely go with her!

My house closed yesterday and now is the time for a shout out to Ladelle White and her team at…read moreGuild! They were extra hardworking from start to finish-processing preapproval letters ( thanks Julie Stouder!)for offers practically 24/7. It took five offers before I found my house. The mortgage approval process was smoother and less hassle than some cars I have purchased! Jake White worked with us on the conditions up front to make everything easy for the final underwriting. I cannot recommend this team more! Thanks everyone!

We just went through the process of purchasing a home and were referred to Nancy Meston with Guild…read moreby our realtor. We called her right after meeting with our realtor for the first time and have been in regular contact since. We are first-time homebuyers so we had no idea what we were doing and Nancy took the time to answer all of our questions, of which there were many. Nancy checked in with us regularly and called as soon as she had any news for us. Nancy is incredibly knowledgeable about all things mortgage-related. If she didn't know something, she found out and told us immediately. She is incredibly thorough and took care of everything for us. We really only had to sign paperwork and decide on a rate, the rest Nancy took care of. She is also a complete sweetheart and we loved working with her personally. I will definitely be sending my friends to Nancy when it's their turn to buy a house. If you're looking for a mortgage broker, definitely go with her!

I can't say enough good things about Nancy. She is an incredibly experienced, reliable, and honest…read moremortgage lender, and someone I trust both personally and professionally. I've used her for my own loan, and I also confidently refer my real estate clients to her because I know they will be taken care of. She is smart, strategic, and always thinking ahead to make sure everything runs smoothly from start to finish. She explains the process clearly, stays on top of details, and communicates consistently so there are no surprises. As a real estate professional, having a lender like Nancy is invaluable. We work extremely well together, and that teamwork makes a huge difference for our clients. She problem-solves quickly, keeps transactions moving, and always has her clients' best interests at heart. If you're looking for a mortgage lender who is trustworthy, knowledgeable, and truly cares about doing things right, I highly recommend Nancy. She makes a complex process feel manageable and gives you confidence every step of the way.

Excellent service. Bill has saved us a lot of money by bundling our auto and home owners insurance.read more

Bill is as great to work with as one can hope. He's experienced, and smart- he knows his business…read morevery, very well. But even more than that he is very much a likable and caring individual who is actually there to help you when you need him- it's not just empty words. He is informative, clear, and truly wants to make this complicated and sometimes daunting business navigable. When you need him, he is THERE! ( And his office manager/secretary Sharon, is great too. ) Years ago my husband and I had met several agents in our search for the best fit for us, and Bill left everyone else in the dust with his professionalism, knowledge, and warm personality. We're SO glad we landed in the right place.

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 :)

Cary has consistently made me money!…read more Cary Richardson has been my Edward Jones advisor for the last 10 years and even through the financial crisis, Cary has been a consistent source of positive growth for my retirement savings. He has been proactive, letting me know what the market is doing, as well as prescriptive based on my financial goals - frequently interpreting the financial news and what it means to me and my bottom line. It is hard to know who to trust these days but my faith in Cary doing the right thing for me and my family has never been in doubt.

My first meeting with Cary was very informative and I felt no pressure to invest. He is an…read moreexcellent listener and provided more then a few perspectives that I never considered for my retirement plan. Mostly I enjoyed the options he provided, from a hands on approach where I can help manage my portfolio to an all hand off "let me take care of you" option that allowed me to relax. I was able to be honest with my plans and Cary gave me reasonable expectations and goals I should strive for. An A+ in my book.