Lake Oswego, OR Financial Services

excellent service. Organized and professional. I feel confident that this firm is the best at what they do in our area!

Fairway and Shelby Campbell are the best out there for mortgage services. They are responsive, knowledgeable, and customer-centric. I recommend them to anyone in need of ... more

An extremely knowledgeable firm. As an Intel employee my advisor has easily saved me 10 times his fees on a yearly basis. As the saying goes, you get what you pay for.

Amidst COVID-19, the team at Pacific West Bank has worked tirelessly on our personal and business banking needs. We are so grateful for them, and we are thankful for how ... more

So great that it is located in a coffee shop even though that is now temporarily closed.

Open 10am, so late

The level of knowledge of the staff and the training quality they provide was my main reason for coming here. Hard to find a better company. Very happy!

Top of the heap people you can trust with your finances

Great financial advice. Specializes in retirement, generational wealth, and overall planning on what to do with your money. David is super helpful and a bastion of knowle ... more

Louis is an awesome financial planner. He listens to your concerns and directs you on the path that is right for you, always watching out for your best interest! Highly r ... more

How do you not love Al Houck and his CPA firm. They are so thorough and have done all my tax work for 10 years. Wonderful, honest people.

They let me make the transaction over the phone and provided curbside delivery. It does get better than that.

The manager keeps my retirement safe and secure even in this up and down year. Staff is so helpful and friendly. Totally recommend

Here's an update about slimmy business practices. It's tax time, right! So after all the crap I've been thru because of this business, today I got a 1099 INT ... more

Lori and Nina are great. I love working with them!

The manager keeps my retirement safe and secure even in this up and down year. Staff is so helpful and friendly. Totally recommend

Bryan is an amazing person who provides the highest level of service I have ever experienced, in over 30 years as a CEO. His unique system helps you make sure that the th ... more

Best bank I've every had...people here know my name the second time I came in.

My tax associate Kaye was wonderful. She was so friendly and made the whole process super relaxing. This is my 3rd year filing with HR block and I feel like I have found ... more

Great customized service & I feel very comfortable with my retirement plan in Mike's hands! This is a very convenient location & the staff is great!

The team here has been 10/10 martha always gets back to me same day if I have any questions. Kseniya constantly helps me if I have any issues such as getting a check hold ... more

Unsure whats going on at this branch but I submitted my paystubs for a loan application about two weeks ago and havent heard from anyone since 2/16. Despite phone calls a ... more

Service went above and beyond to help me and my husband get our account up and running. I have a feeling anywhere else our situation would have been more of a hassle and ... more

Ron is AMAZING! I was at the DMV today and apparently was over my daily spending limit and he helped me find resolution in a very quick manner! I very much his willing ... more

Patrick is knowledgeable, professional and personable. He has greatly improved my retirement plan.

Last bank in the world any one should belong to . The only branch worth dealing with is on the east side of the mountains . Because of lake oswego branch I should close m ... more

The Asian lady that works at the front desk was extremly rude. Very unwelcoming, and condenscending. Never going there again

Great experience with refinance of my car loan! They took what was not a great situation for me, and made it much much better! Super professional at all levels of servi ... more

The male staff are very condescending and rude every time I go to make a deposit. They recommended online banking and made it clear I was not welcome and that they hate t ... more

The ATM never has more than $400

I temporarily have or have had funds with him representing Edward Jones. I would like to say my overall experience has been completely negative. This is a shady organizat ... more

Preston Hart with SHC Financial is a brilliant and proactive financial advisor. It is a privilege to work with him such that we know we are in good hands in even a diffic ... 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

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