We have worked with Gary for years now! He's so knowledgeable and honest. He takes care of the…read morewhole family now.

Gary has been a phenomenal advisor and is an absolute pleasure to work with. He and his team are…read moreprofessional, timely, communicative, and knowledgable in all regards. Gary is easy going and not pushy on any topic, which brings a sense of calm to any investment strategy or discussion. Gary is calculated and experienced with his tools of strategy and execution. I enjoy working with him and will continue to refer him to business partners, friends, and family. Thank you Gary.

Absolutely outstanding customer service from Sam, Holland, and the incredible front desk staff! Sam…read morewas amazing at explaining how trusts work in a way that was clear and easy to understand, and I never once felt rushed. He took the time to answer all of my questions and made sure I felt comfortable with the entire process. Every time I called, Sara at the front desk was patient, friendly, and always happy to connect me with the right person. It's rare to find a team that is this professional, responsive, and genuinely kind. They made what could have been a complicated process feel simple and stress-free. I highly recommend them and will absolutely be sending friends and family their way!

We used Swenson Law to settle my mother's estate and to finalize my father in law's estate. Since…read morethen we have used him for our own estate planning. On all three occasions, Mr. Swenson was prompt, courteous, and knowledgeable. His staff are also pleasant. We like to support local business so we checked him out on Yelp and are so glad we did. We've also recommended him to friends that have had the same positive experiences we have had.

John was excellent, neutral and provided solid advice to both parties and help resolve topics with…read moreease. Personable yet professional. Highly recommended. Easy to communicate with regarding initating the process and the process itself. Both parties left with solid peace of mind that their personal yet each others best interests were represented and treated fairly and with kindbess and respect.

I would recommend Johns services to anyone in need of divorce. This was the most difficult time in…read moremy life and he made the process as simple and easy to understand as possible. He was patient with me as I went through the process of taking my life back. I'm mostly grateful for what he calls "shuffle diplomacy". I was never forced into a situation where I felt unsafe. The entire process was done over phone and email. He answered all my questions in a timely manner and when he recognized stall tactics he addressed them appropriately. All his billing and pricing was up front and fair. Thank you John! Kimberly

Sandra is amazing, she is insightful, encouraging and practical. Every time I meet with her I come…read moreaway feeling uplifted and with some really solid practical ideas. I would highly recommend her as a coach!

Sandra is a wonderful coach! She listens to you and tailors the session to your needs. She gave me…read moregreat actionable items to complete that are attainable and not overwhelming. She is very experienced and professional and am so glad that she is on my team giving me the clear vision I need to run my business.

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

Being an attorney myself, I have high expectations when it comes to having someone represent me…read more Joe was extremely compassionate, knowledgeable, and reliable. I was very impressed and felt very much in good hands. Highly recommend him.

Joseph and his team were very professional and attentive. Communication was excellent; Kristy and…read moreHannah were great at answering all of our questions and concerns. They gave our family a peace of mind during a very stressful time. We felt supported and understood. Because of Joseph, we received a very favorable settlement. I highly recommend Joseph to anyone needing legal representation.

We were first introduced to Spectrum Wealth Advisors through our California family. They have…read morehandled our family investments and mother's estate investments for many years. Although we were already using an LPL representative in Oregon, we've been so pleased with Spectrum's service and personal commitment to detail that a few years ago we decided to move all our investment accounts to their office. They have been instrumental in growing our wealth, and now in retirement, are continuing to think outside the box to not just meet our current needs but continue growing our portfolio. -John and Susan S.

Konner is my advisor, and I have had nothing but a positive experience with Spectrum Wealth. Konner…read morereally takes the time to explain things and helps me understand aspects of the financial world that are beyond the scope of my knowledge. Spectrum has really helped me become better equipped at handling my own finances as well as has done an excellent job in managing my investments. The gains I witnessed in my accounts over the last couple of years have been nothing short of impressive. Thank you Konner, keep up the great work, and Thank you Spectrum Wealth!

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.