1. Scott Kirkland - Root Mortgage

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Clackamas, OR

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Scott Kirkland - Root Mortgage

3.9 (7 reviews)
Closed • 8:00 am - 5:00 pm

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OnPoint Community Credit Union

OnPoint Community Credit Union

(25 reviews)

My go to branch for friendliest and helpful staff and walking distance from my place…read more They are my second credit union beside OCCU. I'm considering closing my OCCU and making OnPoint my main banking. I got a very good refinancing rate with them after purchasing my car for a year from dealer financing. I also have a credit card with them.

I HAVE A VOICE DANIEL BERTOSZ…read more I've always had a great experience with OnPoint, and I still believe they're an excellent credit union. Unfortunately, my interactions with Daniel Bertosz, a financial advisor with OnPoint/Raymond James, have been the complete opposite. In my experience, he seemed far more focused on fees than on my financial well‑being. Whenever I questioned his recommendations or asked for clarification, he became defensive and even suggested I should take my business elsewhere.I've been with OnPoint for years and never imagined wanting to leave--until I worked with Daniel. His professionalism, communication, and willingness to listen were consistently lacking. His priority appeared to be moving me into higher‑fee products under the claim of a "better portfolio." When I first trusted him with my investments, he placed me in a portfolio that ultimately lost me around $30,000, and I still haven't recovered from that decision.To be clear, OnPoint itself has been great. But based on my experience, I would strongly advise against working with Daniel Bertosz as a financial advisor. Before choosing an advisor, I'd encourage anyone to check their credentials directly on FINRA's BrokerCheck and other things on this website about the advisor (brokercheck.finra.org) that's the best way to confirm licensing (like Series 63/65/66) and certifications (like CFP) rather than taking my word for it.

Scott Kirkland - Root Mortgage - mortgagebrokers - Updated October 2026

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