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    T Mann Financial

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

    By appointment only

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    Response time

    4 hours

    Response rate

    100%

    Services - T Mann Financial

    Estate planning

    Inheritance planning

    Insurance planning

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    Ask the Community - T Mann Financial

    Professional Credit Service

    Professional Credit Service

    (21 reviews)

    The worst customer service ever, tried to communicate to see how their business work and how is the…read morepercentage and how do they collect their money and the way they work. They couldn't even answer me a question., the Customer service needs a lot of work to communicate and talk to people , they couldn't even answer basic questions Very unprofessional. Don't even recommend them. I can't believe I have to deal with people who don't even know their job and how their company work.

    They call you won't identify. Won't tell you what the debt is date or amount. Never mail anything…read morewhen you ask for proof. Half the numbers come from out of state or say likely scam. i am even getting hang up calls from them! auto message to please hold for call from then it disconnects. Vm that request calls back but won't provide details. If you do get a live person they ask private data which I won't disclose without knowing who they are. I told them to mail me a bill and a month of harassing calls from at least six numbers, and nothing! I know I don't owe anyone as my credit always been in the 800+ credit ... I contacted a lawyer that sued unethical debt collectors. how can I pay a debt or know what it is if no one send me a bill? I lived at same location for 7 years and if I owed anyone they could have mailed me. I had the same number for two decades. if this is not a scam, it is a shakedown. They won't give you details ... so my guess so they can add fees. anyhow, contact a lawyer. How they act even if debt collectors is often illegal from what the lawyer told me

    OCCU

    OCCU

    (12 reviews)

    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.

    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..

    Waddell & Reed

    Waddell & Reed

    (1 review)

    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.

    T Mann Financial - financialadvising - Updated September 2026

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