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    T Mann Financial

    5.0 (4 reviews)
    Open 8:00 am - 8:00 pm

    By appointment only

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    Services - T Mann Financial

    Estate planning

    Inheritance planning

    Insurance planning

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    Edward Jones - Rick Karr

    Edward Jones

    (2 reviews)

    Rick Karr, the agent at this location, has been my financial advisor for 10 years now, a fact I…read morerealized with surprise as I started writing this review. For that entire time, I have been very impressed with the level of service from him and his staff. When I first came in, as a college student with modest assets, Rick was great about spending extensive time with me, discussing my financial goals, his investment philosophies, how the market and his office operate, and generally helping me feel confident about investing. In the decade since, he's always been thoroughly friendly, approachable, and professional, answering my questions, providing sound advice, and helping moderate my often naive enthusiasm. He's also been great about helping identify emerging opportunities and keeping a focus on long-term investing. The staff are great also - Thelma and Debbie are friendly and helpful, and they're able to address many of my needs themselves. They also never fail to get me an appointment with Rick within a day. I moved away roughly 6 years ago, but I've never regretted staying with Rick despite being 500 miles distant. Phone appointments go smoothly and office visits are truly friendly whenever I'm in town. Between holiday and birthday cards, the annual client appreciation bash, and the warmth and personal service from Rick and his staff, you'll feel like a fat-cat no matter the size of your nest egg.

    I opened an ira at this office but I guess I didn't make the cut. Not long after I opened the…read moreaccount i was transferred to another office without my consent. Now I have to go across town to conduct my business! Everybody in the office acted so nice until then. They're just a bunch of 2 faced liars!

    OCCU

    OCCU

    (12 reviews)

    Banked here for years in Eugene and Salem with no problems . Auto loan ,no problem. The website…read moreis pretty good too. Couldnt get a real estate loan though ,they are so picky about income source which is understandable..

    Trying to get a reasonable answer from this place is like being trapped behind a horse in a…read moreroundabout. It keeps moving, it keeps producing something, and somehow you are still exactly where you started, only now the air is worse. Help is not really on the menu here. You get rules read over the top of you by people who have already decided listening would be an unnecessary complication. There are rules on the website, rules on the forms, and rules the people on the phone cite with the confidence of a priest rattling Latin at a smoke alarm. None of them appear to match. Point out that the rule being repeated does not apply and they do not stop to consider it. They just repeat it louder. Every person I dealt with was detached and reeked of condescending deafness, armed with a different laminated fragment of whatever policy they decided was in force that day. Their own form asks how many months you want to skip and offers you a 1 or a 2. Pick the 2 and they deny you for picking the 2. All that smiling language about Credit Unions and helping members turns to BS the moment a payment is late. The friendly little facade comes off, and suddenly you are dealing with just another bank that couldn't care less about your financial problem, trust me, make no mistake, because to them? it IS your financial problem. They make it perfectly clear that nothing you say matters unless it's "yes, I can make the payment now." Otherwise it's "let us know when the financial problem goes away." Be careful not to fall into a hole here. What looks like a helping hand may turn out to be a shovel.

    T Mann Financial - financialadvising - Updated August 2026

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