Umpqua Valley Financial

Jan 2024

Wanted me to get on website and put myself on a waiting list and they would contact me when they were accepting new clients.No thank youAt my business we put customers first or just say we are too busy for new customers.No games just honesty.

Apr 2018

An all-around professional office and exemplary group of experts. They are able to answer every financial question in easy-to-understand terms, in a very friendly way. Can't recommend highly enough!

Apr 2018

I truly liked Steve as a person but both times I had done my taxes there I was told how much it was going to cost at end of appointment, and then received a bill for a couple hundred more than I was told. The first time they honored what was said, but this time, they treated me very unprofessional and couldn't explain why it was 200.00 more than what Steve told me it would be after our meeting. Bill the receptionist had stated that by him talking/ arguing and explaining it to me was wasting them money because I was wasting there time. We had planned to meet with Steve in the future he was going to help us with investments and more he was very helpful and nice, but now I wouldn't recommend this place of business to anyone mainly due to the staff ( Bill) and how he handled himself and the situation.