Excellent service and very knowledgeable about investments and the market. Not full of a bunch of…read moresales hype, just good informed investment advice. No pushy sales driven tactics either. You can feel good about having your hard earned dollars invested with these folk.

Phil has been our advisor for many years. His knowledge and expertise is superior. We would…read morerecommend him as an Advisor.

I have worked with Phil Jasso for over a decade. He's been instrumental in supporting the decisions…read moreI've made on my retirement portfolio. Phil has been a great advisor. I recommend Phil for your retirement and investment planning.

Great financial advice. Specializes in retirement, generational wealth, and overall planning on…read morewhat to do with your money. David is super helpful and a bastion of knowledge, would recommend!

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with…read morehim because he takes a personal, data-based approach to managing my retirement portfolio. I appreciate that he takes the time to get to know me and my personal preferences so he knows how best to invest for me. He doesn't chase the latest money fad. Beyond money management, Jason has helped me with other financial advice like loan refinancing and retirement strategies. He responds quickly to my inquiries and makes me feel like I'm one of his top clients.

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the…read morebest of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth Management Seminar about 5 years ago. I wish I had met him sooner as he has changed not only my financial outlook but made me realize how important the human-centered approach is. Jason will make himself available anytime I wish to speak with him on any matter! He is truly a very honest, sincere, caring person who will go out of his way to make sure no stone is unturned! I cannot say enough about Jason. He is totally amazing! Thank you Jason, you are awesome!!!! Sharlene

Kyle Gannon has shown to be a dedicated and motivated professional in his Insurance and Investment…read moreBusiness services. I know trust is an important aspect of working with someone like Kyle, and I can attest to his honest and straightforward approach to helping his clients to achieve their goals. Don't hesitate to give Kyle a call, whether you're starting out as an investor or a seasoned pro, he has the expertise and a great company behind him to support your investment plans. I can highly recommend him!

Very helpful with both bookkeeping and accounting/tax questions…read more I'll be using them for a long time moving forward!

Every small business owner I know has nerves about their tax strategy and tax planning. Before…read morePearson my taxes were always in the back of my mind. After Pearson I know how full confidence that I have the best people on the job. They handle my payroll, bookkeeping and tax preparation. I've even had issues with back tax adjustments (stuff I needed fixed from before I started with then) that they have handled expertly and quickly. Early on, i even double checked a lot of their advice with other CPAs to make sure I was getting the best and their guidance has been impeccable. Lorilyn is a tax expert and her team is top notch.

Joel is one of the hardest working mortgage brokers I have ever met! He's been doing this for years…read moreand it shows. He knows all of the ins and outs, how to solve problems and jump hurdles for you. Excellent communication from start to finish would highly recommend! He really does shop the best prices too. Integrity is a great name for this company!

As a real estate professional, the lender I recommend is a direct reflection on me, which is why I…read morehave trusted Joel and the team at Integrity Home Funding for more than five years. Joel is one of the most hardworking, responsive, and competitive lenders I have had the pleasure of working with. From the initial preapproval through closing, he communicates clearly, keeps everyone informed, and makes sure clients understand the process and feel supported every step of the way. What truly sets Joel apart is how much he cares about the people he works with. He takes the time to listen, works through challenges creatively, and consistently goes to bat for his clients to secure the best possible outcome. He is never simply trying to close another loan. He is focused on building lasting relationships and making sure each buyer is genuinely well taken care of. Joel has been an invaluable partner throughout my real estate career, and I always feel confident knowing my clients are in capable hands. I cannot recommend Joel and Integrity Home Funding highly enough.

Luna Jaffe, Investment Representative…read more Luna is a very smart, capable, and understanding woman who spoke at my work a few months ago regarding how women invest and manage their finances. She doesn't speak down to you if you don't have a lot of experience with investing or other financial situations. I would definitely recommend that you visit her. She offers free consultations and her office is in Multnomah Village (which I adore).