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“The initial seminar I went to was very helpful. I have since met with Dmitri both in person and Zoom. He has been very responsive, able to answer my questions and help me make the best choice for my situation. I would recommend him to anyone facing the confusing world of Social Security and Medicare.”
“We've had a great experience working with Alterra! Zach and Jack have been outstanding partners, their knowledge and patience helped us build a long term financial strategy. The took time to understand our goals and values, then presented us with a plan and explained how each element of that plan reinforced the things that were important to us. They were patient in walking us through their different recommendations (sometimes more than once!), and we always felt like they were honest and straightforward about where risks or tradeoffs existed. We would strongly recommend Alterra to anyone looking for help navigating the complexities of planning a financial future!”
“After a 42-year career in strategic planning, I did my homework and evaluated several wealth management firms before making a decision. I began working with Fulcrum two years prior to my retirement, and the experience exceeded my expectations.
What stood out most was not just the sound financial advice and well-structured planning, but the genuine, no-pressure interest they showed in securing my financial future. Today, I can clearly see the positive results of that decision reflected in my account balances — and just as importantly, I’ve gained a trusted relationship along the way.
Fulcrum has been an invaluable partner in helping me transition confidently into retirement.”
“These guys are just the best! Always available to help, always available to share advice, always looking for ways to make your experience the best and take care of your personal finances. Highly recommend them!”
“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 !”
“Colleen Bracy is extraordinarily smart, insightful, and kind and I've been thrilled by what's she's done w/ my portfolio. Working w/ money can be so stressful BUT Colleen alleviates your stress and answers all of your questions, thoroughly and w/out judgement. The best of the best!”
“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.”
“Mariel Malone just made my day! Needed to do a wire of funds from my CFCU account and Mariel professionally walked me through all the steps (and there were plenty). Got it done, transfer will complete today. She knows her business and knows how to employ it for someone like me.
I highly recommend CFCU for all things financial.”
“Viswa Kaitepalli at the Bothell branch was incredibly helpful and proactive in helping manage my accounts and getting me set up for a special CD rate at Harborstone. He supports my financial goals has earned my continued trust, and I have since brought in a new member to start their relationship with Harborstone's Bothell branch, and Viswa specifically. Not surprisingly, the new account setup experience was easy, clear, and enjoyable.”
8:30AM - 5PM
10500 NE 8th St Suite 100, Bellevue
Financial Advising
“Extremely pleased with Colton Dunc for his help in resolving an issue that was created by a system change which locked access to my account. Colton was friendly, courteous, and very professional. “Thank you, much appreciated!””
“Thank you Catherine for doing such an exceptional job on my
returns in the past few years. Huddleston should be very thankful to have an invaluable person like yourself. I will definitely use your services in the future without any hesitation.”
“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.”
“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.”
“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.”
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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.”