Todd has been very helpful with my financial planning. He is thoughtful, knowledgeable, and able to…read moreprovide clear, practical advice across a wide range of topics. The insights he shared were very relevant for my situation, and he took the time to answer all my questions with patience and professionalism. Beyond that, Todd is reliable and genuinely cares about his clients. I highly recommend him!

Hands down the coolest guy around! Todd understands what us young adults need. From investing tips…read moreto budgeting tricks, hes got it covered. Five stars for making finance feel less intimidating and more empowering

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 :)

Don't bother. I hired W&R in August of 2015 for a financial plan. In March, I finally gave up and…read morerequested my $300 back because I still didn't have a usable plan. The first advisor I was assigned to was inexperienced and not mature enough to admit when he made mistakes. He diregarded my input, left important parts out of the plan he created for me, had math errors and did not have the grace to own his errors or correct them. In fact, he told me one mistake was my fault and stuck with that story even after I pointed out where I had given him the info he said he didn't have. Not someone I'd want to handle my money! I asked for a refund or a new pairing. The second advisor I was assigned to had a great presence and a good grasp of what I wanted. I liked the guy and felt relieved that maybe, after all these months of waiting, I'd get a good plan and get back on track. Sadly, it took a ton of calls and e-mails to get follow up from him. The plan he created looked good and I left pleace. When I got home, I realized a significant calculation had been left out. No problem, I e-mailed him the details and asked for follow up. 6 weeks and a reminder later, I still didn't have that nor had he prepared the forms to move my IRA to them as he'd told me he would. Blessing in disguise! I finally asked for a refund. This was literally over 6 months after I'd paid for a complete financial plan, had 4-5 meetings and put a ton of energy into following up and pushing these advisors along. The refund was issued promptly and without argument, although the e-mail acknowledging it came with a statement about how I'd gotten two plans for the price of one. That made me laugh, and made it abundantly clear that the culture of being unaccountable reaches high up in this particular office. Please keep your money far from these folks. Since I still don't have the plan I hired an advisor for, if you know of a good one please do message me. I'd love to try a new firm, one that takes pride in their work and doesn't require constant prodding to deliver the work they promise.

I don't understand the negative reviews. I have always been treated well here, People have gone out…read moreof their way to help me and a friend with a disability with whom I have visited the office. No one has ever been impatient or dismissive or annoyed. We have always been helped promptly by a pleasant, competent person.

takes your money and gone work out a deal for late fees and one missed payment nope still takes…read moreyour car horrbile people

Outstanding integrity and consistent effort. So glad we are working with this team of financial…read moreadvisors. Highly recommended.

From the owner: Sittner & Nelson, LLC is proudly serving the Eugene metro area. Wealth management is more than…read moreproviding investment advice. We advise our clients on every aspect of their financial affairs with a genuine commitment to their personal and financial success. We create and implement strategies that are designed to build and preserve wealth. As an independent advisory firm, we are objective and unbiased. We don't offer any proprietary products. Instead, we use our time-tested philosophy and process to select the best long term investments tailored to the objectives of our clients. Our services include: financial planning, investment management, individual retirement planning, education planning, risk management, and business retirement plans. Call us for an appointment today.

Amazing is all I can say . We have quite the complicated tax situation and Chris and his staff…read morehandled ( and are handling) our taxes like the professionals they are . Communication is top notch. We heard of Chris and his partners through a mutual friend and We are so happy moving foreword with her recommendation . We feel that Chris is very trustworthy and we plan to utilize his sage advice and tax expertise for current and future tax return/ accounting needs .

I've worked with HPBQ for 3 years now to help me and my business. I have used other CPA's and tax…read moreprepares and HPBQ are the best. In an area that is as much art as it is science, having an experienced and knowledgeable accountant is a real benefit. The IRS and Oregon Dept of Revenue want as much of your money as they can get. Having a professional who acts as your "partner" rather than an agent of the tax collection system is crucial for success. Selena, Chris and Dennis have all helped me from time to time handle difficult client issues and research a verity of complex tax questions. They know what they are talking about and if they don't they get back to me promptly with the answer or a drafted letter to the IRS requesting a specific ruling. They really know their stuff. They respond swiftly to my questions and return every email and phone call within a couple of hours. I've never had a bad experience with any of them.

Ms. Harvey is a wealth of knowledge. She is a great professional to talk to about any financial…read morequestions. Take advantage of this hard working, smart and professional business woman.

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.

I have been working with PFFA for about 2 years now. I have worked with several other financial…read moreplanners over the years. These advisors are the most open-minded and accessible that I have worked with. The three primary advisors at PFFA are relatively young (but pretty seasoned and experienced), energetic, well-trained, thorough, and pro-active. They have been working under the guidance of Ben Utley, who started the firm, and is still a presence though not as active. The fee structure is a fixed monthly rate, has nothing to do with the amount of assets, and is very reasonable. This is different than fees that are based on Assets Under Management (AUM), which are most often 1%, so if you have $1 million of investments, your fee is $10,000 annually. They have experts in retirement planning, college funding, and choosing investments. The investment strategies that they recommend tend to be based on index mutual funds rather than individual equities or actively-managed mutual funds (akin to the advice of John Bogle, founder of Vanguard). They use Betterment as their custodian (though they are happy to work with you if you have your assets with another custodian), and the three advisors do a lot of the legwork at Betterment for you. I could not be happier with their work, guidance, and concern for me and my family.

I called to ask about services and received some very helpful information from Ben. These financial…read moreadvisors seem like a trustworthy straightforward bunch. If you are needing some advising I suggest calling them.