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Human Investing
6000 Meadows Road, Lake Oswego, Oregon, United States
About the Human Investing
Human Investing is a finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. Our team of advisors and credentialed experts are dedicated to your financial wellbeing, offering guidance on investments, wealth management, estate planning, insurances, retirement, corporate benefits, and taxes. We work with leading companies in the Northwest to provide retirement plan offerings, employee education, and compliance support. Access a unified team of financial experts across various disciplines, and stay informed with our timely journal content on financial planning, retirement planning, and marketplace trends. Join us for livecasts and recordings on popular topics for your financial wellbeing. Trust our team of credentialed financial experts to support you on your financial journey.
Photos of Human Investing
6000 Meadows Rd #105, Lake Oswego, OR 97035, United States
Opening hours of Human Investing
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Human Investing
"Great financial expertise and modeling to help us get ready for the future. The great team is always able to answer our questions...big or small"
"I bless the day I had the great good fortune to become a member of the HI family. Andrew, Clayton and now Will have managed our funds prudently and, most importantly, with heart. At every step they have offered strategic advice that factored in our risk tolerance and prioritized minimizing our tax liability. And miraculously all of this has been accomplished in language that I, totally lacking financial sophistication, am able to understand. The bottom line . . . our portfolio continues to grow. I have to give a well-deserved nod to HI's support staff as well. Sarah and now Ashli always respond to inquiries promptly, often within minutes, and execute instructions precisely and without delay. I recommend HI without reservation. Cheers!"
"Highly recommend! Human has been very informative, helpful and incredibly responsive."
"I highly recommend Human Investing! They take the time to understand my goals, both personally and financially, explaining the process so I understand, making sure I am comfortable with the options and have executed plans to keep me on track for retirement while exceeding expectations with the highest integrity. They have connected me with outstanding resources for estate/trust planning as well as coordinating with the tax accountant. The staff is excellent on follow through and responding to questions, they are sincerely interested in you- treating you more like family than another number. I do not hesitate to recommend the Human Investing team!"
"Having a professional in your financial corner is essential. But beyond their financial expertise, Human Investing cares about the people they help. Their approach balances the financial and personal to ensure that your goals are not only met but often exceeded. The best compliment I could give them was to send my parents to them and they could not have been be more thrilled with their results. I highly recommend Human Investing."
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