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

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.

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 :)

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

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.

I invested with Carter & Carter for about 1 1/2 years and then transferred all assets into a…read moreself-managed account. While I made a modest amount of money with them, I came to know them as dishonest, calculating and interested in only one thing: Finding ways in which they could maximize their fees and profits without regard to what was best for their clients. At the time. I was in my early forties. Ken and Donna incessantly and relentlessly pushed their variable annuities - a collection of complicated investments (mainly from American Skandia) with a built-in insurance policy (that no one needs) coupled with very hidden high fees. The investments of these annuities were good, in and of themselves, but the structure of these investments were built solely to make clients think they were getting a great deal when in reality, the selling agent was skimming a lot of money in commissions and fees. When they were confronted with why they were selling a 42 year-old a fixed income annuity designed for older people, they said there was a misunderstanding. Luckily, I 1035ed (IRS Form 1035) my annuities back to cash without any loss or exit fees and as mentioned, transferred all assets from Carter & Carter. They never challenged my exit because they knew I saw right through them. I have had self-managed accounts ever since. It works for me and I love investing. But if you really want an investment advisor (and there are many good ones out there), look at the character of the individual. That is more important than anything.

I trusted them for years with my finances. They did nothing to protect my assets from my Partner of…read more20 years. They handled my finances alright. Handed everything to my ex. Never insisted on me getting everything in writing. Trust was abused. Don't trust them with your money,either

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.

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.