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

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.

I opened my account(s) here in 1994 and have been a customer ever since. They are excellent - I…read moredon't know what the negative reviews are about! They have great customer service via telephone. I haven't lived in Eugene since 1998 - I do all of my banking online, through an associated credit union branch, or through an ATM (especially a member CU for no fee). I have used my debit card online, all over the country, and even internationally. I've never had a charge denied. Their interest-bearing checking account is a better deal than any of the big banks. A satisfied customer and UO alumni.

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.

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 learned about Physician Financial Advisors on a physician forum. I had an initial phone…read moreconsultation with Ben today, and he was very informative and thorough. He explained how his firm's process works, asked me questions on what I was looking for and how he can help. He offered alot of good advice, gave encouragement and provided great feedback on how to approach our finances going forward. He is affordable and also thorough with his services and knowledge. I highly recommend him and his firm. Looking forward to keeping in touch.

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.

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 :)

The worst customer service ever, tried to communicate to see how their business work and how is the…read morepercentage and how do they collect their money and the way they work. They couldn't even answer me a question., the Customer service needs a lot of work to communicate and talk to people , they couldn't even answer basic questions Very unprofessional. Don't even recommend them. I can't believe I have to deal with people who don't even know their job and how their company work.

They call you won't identify. Won't tell you what the debt is date or amount. Never mail anything…read morewhen you ask for proof. Half the numbers come from out of state or say likely scam. i am even getting hang up calls from them! auto message to please hold for call from then it disconnects. Vm that request calls back but won't provide details. If you do get a live person they ask private data which I won't disclose without knowing who they are. I told them to mail me a bill and a month of harassing calls from at least six numbers, and nothing! I know I don't owe anyone as my credit always been in the 800+ credit ... I contacted a lawyer that sued unethical debt collectors. how can I pay a debt or know what it is if no one send me a bill? I lived at same location for 7 years and if I owed anyone they could have mailed me. I had the same number for two decades. if this is not a scam, it is a shakedown. They won't give you details ... so my guess so they can add fees. anyhow, contact a lawyer. How they act even if debt collectors is often illegal from what the lawyer told me

Rick Karr provided immense insight into maximizing the value of my business in a possible sale. He…read moredelivered numerous scenarios to consider, and treating me like an king. He sent an amazingly helpful book on the selling a business, as a courtesy, and I found his services to be professional, insightful, and delivered with kindness and compassion. I'm a former stockbroker, so I've been around the bloc when it comes to professional investment services. Rick is the quintessential investment pro and was recommended by a very successful former business owner who was able to retire as a result of Rick's superb financial management, and I am delighted to recommend Rick Karr for superb financial management.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Roberto and Mely were phenomenal! They answered all of my questions and helped me open a new…read moreaccount! The Coburg Rd. branch rocks!

Keli'i Hoopai was amazing! Helped with all my questions! Super friendly. I highly recommend this…read morecredit union!

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.