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“My wife and I have been clients of SPG since before our retirement. We are very glad we chose them. Their whole team is a pleasure to work with and they have helped guide us into retirement and have developed with us a sound financial plan for our future. Our SPG manager, Joe Duncan, is always responsive to our needs and questions, and we like working with him. We feel our money is in good hands with SPG and would highly recommend them.”
“I had a great day with Leverage Planners, watching the new Wonka movie with my niece, nephew, and great nephew at the Cinemark Lincoln Square Cinemas. Thanks to the birthday boy Dave, I mean Willy Wonka, for the beautiful family experience. You made it possible for me to afford to take my family to a movie complete with popcorn and soda. You are the best! Who doesn’t love the guy who picks up the check? And don’t get me started on Sean’s pants. Happy Holidays to my Leverage Planners family!”
8:30AM - 4:30PM
320 Andover Park E #100, Tukwila
Financial Advising
“They helped us with a complicated case involving inherited assets and business, providing crucial expertise and guidance. They are very knowledgeable, friendly, and pretty good communicators. Definitely will use them in the future”
“Navia benefits customer service is fine. However, the thing that you should consider before signing up is what is covered by the HSA because it is your responsibility to check and if it is covered not covered, they will deny you. And it can be frustrating when it is your money. So do your research.”
“After contacting numerous Tax preparers, we decided on Huddleston Tax CPAs. They were fantastic, professional and knew exactly how to manage our complex tax liabilities. Thank you, Audrey, for doing an excellent job!”
“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.”
“Finding a fee based financial advisor has been on my list for a while now and I feel extremely lucky to have found Creative Money. I wanted a roadmap and a plan to show where we stand currently and how to get where we want to be regarding investments and retirement, etc. We were connected with Sam on Mindy's team and she delivered precisely what we wanted and needed. They don't money shame you and are so supportive of your personal goals and efforts and are extremely knowledgeable in all things finances. Sam not only put together our financial big picture but shared solid advise and strategies that made us feel so good when we left our meeting. I would highly recommend them to anyone who is looking for an advisor, especially if you don't necessarily want one that requires you to invest in any of their associated products, etc. They really are there to just help you plan for you with no strings attached!”
“The folks at Harborstone are the getting for customer service.I got right in to see them about a loan. My credit cards were at 25%, 20% & 19%! Less than an hour I consolidated my credit cards and received an 8.99% loan. They saved me over $1000.00 in interest! They were so down to earth. I'm going to be changing my current bank account & go with them. Try Harborstone, you won't regret it!”
“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.”
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”
8:30AM - 4:30PM
401 5th Ave #100, Seattle
Financial Advising
“I've had nothing but great service the past year or so since I joined with my mom already being a member. Any complications I've had with going on line your online people have a fabulous about helping me. When I go inside to the South Hill Puyallup branch I don't think I've ever had better service and when I get from the ones inside behind the desk. Your drive up windows are good too. It's just a good place I'm glad I changed”
“Joining Avier was by far one of the best decisions my husband and I have made in our adult life, setting up our family up for success. Managing finances [portfolio investing, college funds, retirement planning, estate planning, taxes advantages to name a few] are not things I enjoy doing or want to do when I’m off work. Hiring Avier was a weight off my shoulders, if I ever have a concern or upcoming significant cost I can easily schedule time meet with my advisors for consultation so I’m prepared for any financial investment/decision we face. In the couples of years we’ve been with them we extremely confident Lars & Angela have changed the outlook of our future and I can’t thank them enough.”
“I have been an EWM client for many years. I am a 30 year high-tech industry veteran but I am not a financial wizard and so I wanted to find a financial expert that I could trust to help me build wealth. I found that in Fariba Ronnasi and EWM. Over the years, Fariba has demonstrated unprecedented intuition in the financial industry and has managed a significant portfolio for me that has enjoyed continuous above-market gains. I recommend Fariba and EWM without reservation to anyone who wants to invest - don't wait!”
8AM - 4:30PM
11747 NE 1st St Suite 101, Bellevue
Financial Advising
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
8:30AM - 5PM
304 Strander Blvd, Tukwila
Financial Advising
“Haven’t been to this physical branch, but Fidelity has been absolutely outstanding and online customer support is just superb! Best I’ve ever seen; called them up after I just turned 18 and they bought my first share right there for me on the line! Was mind-blowing and got me hooked. App and Computer Website have great tools”
8:30AM - 5PM
508 Union St, Seattle
Financial Advising
“My experience at this branch was nothing short of incredible! Huge shout out to Emma specifically - she's so lovely to work with, answered all my questions, and really went above and beyond to follow up, make me feel comfortable, and ensure everything with the transaction went smoothly. I really can't overstate how much I appreciate her friendliness and professionalism, and I can't recommend this location enough!!”
8AM - 4:30PM
9710 NE 119th Way, Kirkland
Financial Advising
“Loren is extremely knowledgeable & talented. He is the hardest working, most compassionate, and genuinely the best financial advisor my wife & I have ever worked with. We found Loren through a referral when we moved into town post Covid. He wasn't excepting new business at the time but he squeezed us in, and by no means does it feel that way. Loren takes his time when speaking with us, as well as always doing his own due diligence prior to our meeting. I look forward to many more happy years of business!”
“Charles Schwab is an excellent company. It does not matter if you are at an in person location, or calling over the phone- they always are impressive with their customer service.”
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“My husband and I have been using Alterra Advisors in Bellevue for our financial investment needs for the last 5 or so years. At first our retirement planning and management of investments seemed like a daunting task, but they have managed to no not only ease this processes for us, they have educated us along the way. 'Teach a man to fish' so to speak. We highly recommend Altera Advisors for your comprehensive fiduciary needs.”