Best financial planner in Portland, Oregon (OR) 2024

In our listing you'll find the best places from the financial planner category in Portland, Oregon. Some of the most popular zip codes in Portland, OR for financial planner include 97204, 97205.
We found 2 places.

Washington Trust Bank

This bank is not to be trusted. They are the worst. Outdated as far as online services. They will say and do anything to get control of your money and then deny you any access to your funds. They took advantage of my mom with dementia. When they got control of the money they tied it up for a lifetime something my mom would have never wanted. They control the money for my kids. It's a substantial amount and they refuse to help with anything. My daughter is developmentally delayed with special needs. They won't help with insurance, they won't help with. Medical bills. Nothing and when I requested $230 for a birthday party for my special needs daughter they said no. Christine Benson is the worst very cold person. She takes forever to respond to my emails, I asked for an urn and it's taken over 3 weeks and it's still not here. Don't ever use this bank for anything especially trust money. ~Savanna

(3 reviews)
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FAQ financial planner in Portland, OR