Fantastic customer service, very low minimum balance, great mortgage rates. Very happy to be here!read more

I decided to open a business account with this institution due to the many perks they give you…read more Amber was so quick to answer any questions I had and helped get my account set up quickly. Every time I come into this branch staff always welcomes you upon entering, the establishment is always clean and the staff is quick to assist you even when there is a line in the branch you don't have to wait very long. I'm definitely glad I chose OnPoint for my banking needs!

Dale Hill is a trusted financial adviser. I have used his services for nearly 15 years. He has…read morenever steered me wrong.

We have been with this business for years, and they truly have our best interests in the forefront…read morein their advice! Kadi is accessible and knowledgeable.

From the owner: As specialists working with those retiring from Oregon PERS (Oregon Public Employees System), we…read morewill guide you through the process step by step. We have a vast knowledge of the Oregon PERS system and pride ourselves on helping clients determine better investment opportunities for their individual retirement.

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.

This is a scam. They use public information to mail out fear-mongering notices. Do NOT send them…read moreany money.

Only in the U.S you can can have openly a scam business like this with thousands victims but fully…read morecovered by politicians!!! A dreamland for scammers. like you can have EXACTLY look like form for courts, power and water courts DMV with barcodes!! and Deadlines!!! with all your information which is public.. What a F world!! And yes they are located in Sacramento. WAKE UP CALIFORNIA

We have never had a financial adviser before so we know nothing about prices, payments or trading…read more We told Eric we would not be trading. If you trade he will take $1000 out of your stocks. So after being with a financial adviser for a year I decided to check with corporate office on how much we were paying him. They said $1000.00. We should've only been charged $40.00. We were livid. Evidently Edward Jones headquarter audits and we were told they would've found the mistake eventually. They audit accounts. This guy is a crook. He backstabs his own partner. He never recommended us meeting with Jeff. We finally left this office all together. Stay far from this man. He knows nothing about investing or retirement plans or ideas!

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.

I've worked with Copa to help with a couple of needs. Manny has been fun as well as professional…read more He has educated me along the way, allowing me to make better decisions that fit my situation rather than a generic formula. I really appreciate the help navigating complex issues and solutions and I feel I have a much better understanding of the why behind those decisions. A little peace in the unknown that is the future.

From the owner: COPA Wealth Strategies is your trusted partner in financial empowerment. From retirement planning…read moreand investment strategies to insurance advisory and wealth management, we're dedicated to guiding you towards financial well-being and success. Join us on the journey to secure your financial future with tailored solutions and expert guidance from COPA Wealth Strategies.