Oregon Financial Planner

Finances can be daunting and Manny Martinez has a pleasant demeanor and the ability to set the client at ease. He is incredibly knowledgeable about the financial products ... more

You ruined my like and sold my dreams.

You ruined my like and sold my dreams.

At our local FIRST TECH CREDIT UNION they have an office in there and BRETT KNOWS HIS STUFF me and my wife have done well with him! We have been with them many years no ... more

People are friendly, beautiful building and they employ my daughter.

We value Joe's informed professional advice and guidance. He is very supportive, understanding, and extremely knowledgeable. We really appreciate how clear and straight f ... more

My point of contact Matt was nothing short of amazing. He greeted us at the door and made us feel right at home. Very knowledgeable and never made us feel uneasy or press ... more

Mary is the best of the best at what she does. As a business owner and actually working in my business it's difficult to find time to actually plan for retirement and be ... more

Derek was great to work withprompt, good communication and easy to work with all around

My wife and I secured life insurance policies with Lucas a year ago and just had our review. Lucas was very thorough and very helpful with the whole process and with any ... more

Best Financial experience Ive ever had. Theres no one better to work with than Mike

Spoke to these guys a few weeks ago and can honestly tell you that they are misleading and unprofessional. There are many financial advisors in the area, go to one that t ... more

I appreciate the investment guidance I receive working with the Kingdom Wealth group. Based on the relationships that the staff builds with their clients, instills a tru ... more

I've been working with Natalie on some complicated financial issues and she's wonderful! She's super knowledgeable, kind, and supportive. It's been an easeful and pleasan ... more

Cool Building.

Ramin is the ultimate professional. Weve know him for years and he has been our financial advisor for many years as well. He is extremely knowledgeable in all areas of fi ... more

Business as usual

Very competent, sharp, up on the market and compassionate. Good at explaining trends.

Best Service, and Food!! Steak was AMAZING!! Sauces are Great too, but you won't need them for the steak

Its very stressful to sell a home nowadays. Heidis solid communication and marketing strategies were amazing compared to what we had seen and heard from friends. She is a ... more