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“Work with Joe Duncan at SPG and he has done an excellent job. Takes the time to look closely at my account and align it with my needs. Talks it over with me and together get the most out of my investments.”
“Alterra Advisors has exceeded our expectations in so many ways. We have gone through three financial advisors, two of which were large name brands. They provided general advice, but only scratched the surface when it came to a personalized tailored plan. The team at Alterra took the time to interview us in detail about our financial desires for the future. They did a great job with follow up, constantly reviewing with us to make sure they got it right. The platforms they have access to and the plan they developed for us went beyond any expectations we had! They have stayed on top of the process and are not afraid to remind us when we need to take care of something on our end. We feel confident with the plan and the integrity of the team. When it comes to financial planning, you want a group of individuals who value what you value and are not afraid to work to earn your business. I would highly recommend Alterra to handle your most personal information to produce a plan you can be confident in!”
“In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term "partnership" because that is exactly what it is with TFS - a true partnership.We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being a business owner requires a unique strategy, and TFS understood that. Though they are experts in helping people grow their money and achieve long-term goals in any scenario, we specifically wanted someone who understood the challenges of owning a business.TFS also suggested a specialized accountant and tax strategist for small businesses, which was exactly what we needed. Our previous accountant fell short in meeting our requirements. Thanks to them, we now have an exceptional team of professionals who prioritize our goals above their own.Dale, Aaron, and Dessie have been instrumental in guiding us through various financial stages over the years. Their promptness in responding to emails and phone calls is unparalleled, and they are always available to address any queries we may have. Their expertise and direction have instilled confidence in us that we will be able to retire when we choose to. I highly recommend them for their outstanding services.”
“Ryan and his team have always given me excellent customer service along with providing the highest care in doing my yearly taxes. When I was first searching for a good tax accountant several years ago Ryan was the only person to answer my tax questions over the phone. Without hesitation Ryan spent over 10 minutes of his time to help me.. Excellent all around service at Hattrup & Associates that I would highly recommend !”
“We have worked with Steven and his team for many years. He is knowledgeable, professional and has made many very helpful suggestions to find legal tax savings. All of our friends that have worked with him after we referred them have been very pleased. His prices are fair and we highly recommend him.”
“My husband and I have been with Robinswood Financial for more than 15 years and we couldn't be happier. Ed is fantastic to work with - he takes the time to really understand your short- and long-term goals along with your risk tolerance and he builds and manages your portfolio accordingly. All the advisors are very responsive, and we never have to wait if we need anything. We always recommend Robinswood Financial to anyone looking for a financial advisor.”
“What an awesome experience and such a critical time in our life, Darrel stepped up broad and made us feel comfortable, gave us options, and we moved forward that put us in a better position to tackle the mountains that were in our life, was understanding he also money managed, coached us into the future and gave us options as far as what we can do to never get back into the situation that we were in as far as paying our debt off. Darrel Vo you are a great asset to Harborstone and to us.”
“Great tax firm. A friend recommended them as a small tax firm near me and even though our taxes have been complex they handle them with care and provide a multitude of options. Have been using them for years.”
“I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over the years, their team has consistently demonstrated a keen foresight in market trends and financial matters, proving their expertise time and again. I am truly grateful for their support and the peace of mind it brings.”
8:30AM - 5PM
10500 NE 8th St Suite 100, Bellevue
Financial Advising
“Kelvin has been working in Irvine CA. I have been consulting with him about business problems since five years ago, but I have no good consultant anymore. I hope he can come back to Irvine ca as soon as possible, He said he could call him at any time, and he said he would not forget his friends in Irvine. I give him high praise here, don't affect my communication with him. ? Kelvin, is very glad to know you, take care, dude”
“I have known Brian for many years and engaged him in my business and personal tax challenges. He is extremely knowledgeable as a CPA, takes time to do things right, listens well, and is a pleasure to do business with. Trust is very important to me and that has been my experience in our professional relationship.”
“Working with Catherine on my business taxes has been a great experience! She is very prompt with answering any questions, keeps me informed and helps me understand the process of my business filings and completing my returns. Very happy with her services!”
“Stephen is professional, knowledgeable, and economical. Everything you want in a tax preparer. And as someone else said, has a cool office suite overlooking the ship canal. Highly recommended.”
“We've been using Falco Sult for our tax needs for the last few years and could not be happier! The professionalism and knowledge base in the firm has really helped us navigate complex tax law and save money on our taxes. We have referred a handful of colleagues to them and everyone is very pleased.”
“I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.”
“I came in today without an appointment, and Julie at the front desk was truly amazing. She walked me through all my questions and basically gave me a mini tutorial on how to work with the Schwab app and clarified anything I was confused about. Everything out perfectly and I appreciate the amount of time she spent with me. Great experience here, thank you again Julie.”
“(Translated by Google) I tried fries with bacon and cheese, you just lick your fingers! The sandwich is better to take tereyaki, I took a simple one, it was very understandable, even a moth was not enough! Therefore, if you love sharper, stronger, take tereyaki! In any case, everything is edible!(Original)Попробовал картошку фри с беконом и сыром просто пальчики оближешь! Сэндвич лучше брать тереяки, я взял простой он был очень понятный даже моли не хватало! Поэтому если вы любите поострее, прочнее, берите тереяки! В любом случае все съедобно!”
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“Huddleston Tax CPAs made this year’s tax filing a breeze—quick, accurate, and leaps ahead of the other firms I’ve tried in the past. I was so impressed that I’ve already recommended them to friends and family. They’ve earned my complete trust for all future returns, and I’m happy to chat with any prospective client who wants to hear first‑hand about my experience.”