Website: elizabethfinancial.com
Phone: (503) 282-1889
8383 NE Sandy Blvd, Ste 400 Portland, OR 97220 ·2284.62 mi
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Reviews
yelpThe two stars are for the chocolates I get when I go in this office to do my taxes. Been going to Carol for years, she always did my taxes well. She doesn't actually do the taxes anymore but...
MoreDon't trust her!! ...Carol steers people into expensive funds with hefty upfront charges! My neighbor had to pay over $10K in sales charge to move her retirement funds in Feb 2025 to use Carol's...
MoreWe went to Carol to have our 2025 taxes prepared. We talked to her extensively about a gift of equity situation from a sale of real estate to our son. She assured us that she knew exactly what...
MoreI went back and forth on whether or not to write this review. We met with Carol because I was looking for a financial advice and a new tax service. We had specific questions and I came to our...
MoreCarol Elizabeth and her crew have been doing our taxes for at least the last 20 years and we couldn't be more pleased. They are extremely thorough, diligent and know exactly what they're doing....
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