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Investment Resources

5.0
  • Investment Service
  • Grants Pass, OR
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About this business

FinanceInvestment Service

Our team of professionals has over 150 years of combined experience helping clients pursue success in the ups as well as the downs of the market. Our experience teaches us that creating personalized strategies for each client based around their unique situation leads to better long-term outcomes. As advisors, we focus not only on retirement planning but also on helping our clients with every important financial transition. Whether you are saving for your first house, preparing for your children’s education, or working towar... read more

Location details

1454 NW 6th Street, Grants Pass, OR, 97526, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 4:00 p.m.
Tue9:00 a.m. to 4:00 p.m.
Wed9:00 a.m. to 4:00 p.m.
Thu9:00 a.m. to 4:00 p.m.
Fri9:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
5.010 reviews
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Chris Myers's profile image
Chris Myers 
a year ago

Horrible customer service, lack of accountability, terrible at returning calls, snarky phone personalities, favorite excuse "I'm kind of new at this" for over a year now.. . Don't get your auto insurance from this company because according to them "insurance is not their main money maker" Translation, I don't care what your needs are, you don't make me enough money. When trying to cancel my policy because I was tired of not mattering and not being called back, I was told the person who handles the policy is out of the offic... read more

Shadow Fox's profile image
Shadow Fox 
2 years ago

great place. They got me back 800 dollars from a previous year that the other tax guys missed after auditing my previous paperwork. They are professional and just plain better at getting me back more each year than any other person out there. 

Mario Guerra's profile image
Mario Guerra 
a year ago

Paul handles my 401 plans and IRAs. Very personable service from everyone here. 

Roble Tonewoods's profile image
Roble Tonewoods 
3 years ago

The place to go for amazing attention to detail service. Real tax experts that make you feel that you are in good hands. 

Madeleine Pinios's profile image
Madeleine Pinios 
8 months ago

Angela has all your financial needs covered. Taxes too! 

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Frequently asked questions about Investment Resources

How is Investment Resources rated?

Investment Resources has a 5 star rating with 10 reviews. 

When is Investment Resources open?

Investment Resources is open now. It will close at 4:00 p.m.