If yes, click here to login.
BBB Accredited Business since
BBB Business Reviews may not be reproduced for sales or promotional purposes.
This company offers tax preparation and financial services.
Request a Quote
View Business Review Inquiries
A BBB Accredited Business since
BBB has determined that Swanson Financial Services Inc meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Swanson Financial Services Inc include:
- Length of time business has been operating
- Complaint volume filed with BBB for business of this size
- Response to 1 complaint(s) filed against business
- Resolution of complaint(s) filed against business
Customer Complaints Summary Read complaint details
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||1|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1|
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Type of Entity
Business ManagementMr. David Swanson, President Mr. Michael Higuera, Manager
Financial Planning Consultants Insurance Consultants Retirement Planning Service
Alternate Business NamesRetirement Learning Center
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview
16016 Boones Ferry Rd
Lake Oswego, OR 97035 (503) 603-9900 Directions
What is a BBB Business Review?
We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.
About BBB Business Review Content & Services:
Some Better Business Bureaus offer additional content & services in BBB Business Reviews.
The additional content & services are typically regional in nature or, in some cases, a new product or service that is being tested prior to a more general release.
Not all enhanced content & services are available at all Better Business Bureaus.
Types of Complaints Handled by BBB
BBB handles the following types of complaints between businesses and their customers so long as they are not, or have not been, litigated:
- Advertising or Sales
- Billing or Collection
- Problems with Products or Services
- Guarantee or Warranty
We do not handle workplace disputes, discrimination claims or claims about the quality of health or legal services.
BBB Complaint Process
Your complaint will be forwarded to the business within two business days. The business will be asked to respond within 14 days, and if a response is not received, a second request will be made. You will be notified of the business's response when we receive it (or notified that we received no response). Complaints are usually closed within 30 business days.
What is BBB Advertising Review?
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to prove their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
What government actions does BBB report on?
BBB reports on known government actions that are relevant to the business's marketplace dealings with the public.
BBB Reporting Policy
As a matter of policy, BBB does not endorse any product, service or business.
BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.
BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.
Additional Email Addresses
Complaint Trends - Last 3 Years
Customer Review Trends
BBB Customer Review Rating plus BBB Rating Overview
BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.
|Customer Review Experience||Value|
|Positive Review||5 points per review|
|Neutral Review||3 points per review|
|Negative Review||1 point per review|
BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
BBB Letter Grade Scale
Star Rating scale
BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.
Read Complaint Details
Complaint: Swanson Financial Services, Inc. failed to state on their information for their free seminar on Social Security benefits, handicap access to the meeting, the room # of the meeting, and the fact that anyone more than 10 minutes late would be barred from the event. Because of those omissions of their information I was barred from the seminar. The facility had no elevators so I had to climb down 4 flights of stairs which caused unnecessary pain and slowed me down tremendously because I have advanced arthritis in my knees. Had I known about the lower access and the room # before the meeting we could have parked there and we would have gotten to the room before 6 pm. As it was, because of the lack of information, we were 12 minutes late to the meeting and was told that we couldn't enter the meeting. If I had known that they were going to lock the doors if we were late then I would not have made the effort, and the pain, to make the meeting. I feel they were negligent in providing all the details needed in their advertising for me to make an informed decision. I also feel they were insulting to us to not let us in after the great effort we made to get to the meeting. When I called the next day to complain about the situation I was told they lock the doors at 10 minutes after. If that is policy then it should have been on the advertisement. The person I spoke to was also snotty to me and told me that they didn't want customers like me anyway.
Desired Settlement: DesiredSettlementID: Other (requires explanation) An apology to us for the inconvenience and pain it caused me to try to get to the meeting on time and the insult of being denied entrance once we were there. Change their advertising to state: 1) The room # and a map how to get there 2) Handicap parking near the room and how to get there 3) Warning that latecomers will not be admitted into the event
Business Response: Initial Business Response /* (1000, 7, 2014/10/19) */ Swanson Financial Offers free Public Retirement Planning workshops. The workshops are offered at 7 different locations in and around the Portland area. We hold about 25 workshops a year. Swanson Financial has been conducting these workshops for more then 10 years, teaching thousands of Oregonians how to better plan for their future in retirement. Our workshops are short in duration lasting about one hour. Frequently guests arrive late after our start time. The program maintains an unwritten 10 minute grace period during the introduction period of the workshop. After the grace period has expired new guests are not allowed to enter. We have found it to be distracting to others who have made the effort to be on time when new guests shuffling in during a teaching moment. Over the years many guests have come late after the grace period and we simply offer to them another workshop that they can attend which they gladly accept. Typically we have two or three programs a month. We visit the same facility about three times a year. We are cognizant of the physical needs of our guests. All of our facilities have ground floor access and or a nearby elevator. The workshop location being complained about here is no expectation. WE post three signs clearly marking the lower level group floor entrance. The staff at the facility is highly trained and well aware of our events and the special needs of some of our guests. As we have been leading workshops at that facility for years and extra efforts are made to accommodate our special guests by the staff. The elevator is located in the lobby of the this two story building and exits some 20 feet from the entrance of the workshop. Many of our guests have mobility issues, yet they seem to be the group that plans ahead and arrive at the workshop well before the start of the program. Concerning the followup call the next day by this complainant I do not condone or allow abuse or rude communication in this business. We try are best to serve as many pre and post retired members of our community as possible. In this case we were not able to meet her needs. We offered for her to attend another workshop and beyond that I do not know what else we can do for her. ***** ******* President Swanson Financial
Customer Reviews Summary