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Goal Line Financial
- Financial Services
- Tualatin, OR
About this business
Specialties Putting clients first; it's what we do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first, Explains things in understandable terms, Understands me and shares my values. We're proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.With the right... read more
Location details
8215 SW Tualatin-Sherwood Rd #200, #200, Tualatin, OR, 97062, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 6:30 a.m. to 5:00 p.m. | |
| Tue | 6:30 a.m. to 5:00 p.m. | |
| Wed | 6:30 a.m. to 5:00 p.m. | |
| Thu | 6:30 a.m. to 5:00 p.m. | |
| Fri | 6:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have used Rick / Goal Line Financial for over 10 years. Have had an excellent experience with this company. The most important reason for the five star review is trust. Rick provides a broad range of excellent advice across all of our assets and is incredibly responsive. I trust that this company is looking out for my best interest.
Do not use Rick Grad for sure! He managed my fathers retirement and after 3 years all of his investments floundered. Somes stocks at a loos of 90% or more!! RUN!
Rick Grad is an experienced investment advisor who truly listens to you. He is extremely responsive, helpful, and accountable. It's been a pleasure being one of Rick's clients and I can't imagine investing under anybody else's guidance.
I have entrusted Goal Line with several investment accounts and have always been treated with the utmost professionalism and respect. Mr. Hermann’s extensive industry knowledge and integrity have given me the peace of mind to know that my future is secure. Highly recommend their services.
Rob Foreman convinced me he could do a much better job at growing my IRA than my current financial advisor. I entrusted half my retirement, $106,000 to his expertise. He proceeded to make 100's of trades at $9 a trade and didn't inform me of the charge per trade until I inquired. In a year my retirement was down to $65,000. It dropped over 20k in a month. When I became aware, I had all my money put into cash and started looking for a new advisor/investor. He asked for a second chance and promised me that if it went down to $... read more
Frequently asked questions about Goal Line Financial
How is Goal Line Financial rated?
Goal Line Financial has a 3 star rating with 6 reviews.
When is Goal Line Financial open?
Goal Line Financial is closed now. It will open at 6:30 a.m.
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