Wilsonville, OR Financial Services

My wife and I worked with Jason and I have to say that he is truly a consummate professional and just an all around awesome guy. We will 100% recommend him to anyone and ... more

Ed Foster specializes in pre- and post-retirement income planning and investment, with an emphasis on public employees, educators, and PERS members. He helped us examine ... more

Ed Foster specializes in pre- and post-retirement income planning and investment, with an emphasis on public employees, educators, and PERS members. He helped us examine ... more

We strongly recommend Dark Horse team for your CPA needs. They a have a great team, Natalie, very knowledgeable, easy to work with, and quick responding. They have help u ... more

The tellers at this bank are unaware of the Federal Reserve and OR Legislature check laws. When I tried to give them the correct information, they wouldn't even listen. W ... more

This is hands down the best bank I have ever worked with because they actually take care of their customers. I was in my thirty day new account period and they went ahead ... more

I deal with this branch all the time and they're great!

Unfortunately I wasn’t able to get any help and feel forced to give them 2 stars. I drove by the front and the original hours state it’s open until 6pm so I went to p ... more

I have been banking here since I was in high school and everyone is so helpful and welcoming- Britton helps me out all the time and helps me understand everything I need ... more

David is incredible knowledgable in all things TAX! He's also extremely kind and patient. Even at the most stressful times of year in his business he seems calm and compo ... more

Not very good service the tellers at the branch need better training on customer service

Excellent service with Ritsuko. She knows tax laws inside out, is very smart, optimizes your tax return, and is a pleasure to work with.

Terrible bank! They held all of my deposits and withdrawals over the the 4th of July and as of midnight on Tuesday the 6th everything is still pending. This caused me to ... more

Was in need of a local tax guy. Was very quick to respond. Took care of me every step of the way. This was my first year in business so I am very new to this world but he ... more

Atm in Fred Meyers gas station

Great little store. They have a good selection of pretty much anything you need while on the road. Very nice people behind the counter also. Stop by you won't be disappoi ... more

been with Chase for over 30 years over states this branch is so bad especially one individual did not care losing our accounts so we are going elsewhere

This ATM is INSIDE the Fred Meyer store, and it can be difficult to find. It's down next to the greeting cards, near the south entrance to the store. One reviewer said th ... more

My mother, visiting your branch, needed bill payment assistance. The bank manager directed her to an external website, contrary to my advice to use Wells Fargo's bill pay ... more

Natalie is our dream accountant, and we are eternally thankful for her incredible attention to detail, thoroughness, and professionalism. Natalie is a true professional ... more

They close at 4pm...

Not much to say other than it's a ATM and it works no issues for me.

I always enjoy working with the assistant service manager, Adam, and he ensures my Jeep CG is always fixed properly. He explains things well and seems good with customer ... more

Brandon in services was great. Thankful for his help.

Lazy kid at the counter complaining & whining about having to sell PowerBall tickets on 4/6. Too many customers = no fun playing games on his phone.

Holy best CPAs EVER, Batman! We've struggled for years to find a CPA that was both attentive and knowledgeable. Time and again we got one or the other. Our taxes aren't s ... more

Andrew and DJ were welcoming, efficient with time, and provided truly exceptional service from walk-in to walk-out. Thanks to both of you!

Great experience, friendlly staff and quick service. Highly recommend to those needing assistance.

After reading the other reviews I was reluctant to call and set up payment. I left a message and a woman called me back in about an hour. She was very helpful and kind. S ... more

better expirence and helpful people

This bank is really about to anger me. Dont charge me an overdraft fee when my account IS NOT overdrafted. You need to step up your customer care. Im so tired of this.

It's broken