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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!”
“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.”
“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.”
“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.”
“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
“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!””
“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.”
“(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.”