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“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!”
“The Leverage Planners team helped us find a path from being wage earners with a kid in college to full retirement by laying out a series of manageable steps. We’ve been grateful for our relationship with them, and they have our gratitude. We have confidence that I don’t think we otherwise would have, because of our conversations and our work with them. It’s easy to be a Leverage Planners client.”
8:30AM - 4:30PM
320 Andover Park E #100, Tukwila
Financial Advising
“I’ve had the chance to engage with the owner and staff, and they’re all approachable, professional, and easy to collaborate with. It’s clear they care about the people they work with! Thank you Clark and Associates - I have enjoyed working with this team!”
“Been using Navia for several years. Love it. Easy to use. Easy to track money left over. Definitely less painful to have the money already set aside for healthcare expenses!”
“Avier Wealth Advisors has been an incredible partner in our financial journey.
We’ve received nothing short of exceptional, hands-on support from both Alex and Samantha. Their approach is not only highly professional but also deeply thoughtful and personalized. They take the time to truly understand our goals and concerns and consistently go above and beyond to ensure we feel informed, confident, and supported every step of the way.
What sets them apart is their genuine care and proactive communication. Whether it’s navigating complex decisions or simply checking in, Alex and Samantha make us feel like a priority. Their expertise is evident, but it’s their empathy and attentiveness that truly make the difference.
We’re incredibly grateful for their partnership and would highly recommend Avier to anyone looking for a wealth advisory team that combines deep knowledge with a truly human touch.”
“we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insightful. we feel better prepared to tackle our finances thanks to sam. we will (and have already!) recommended her and the creative money team to our friends!”
“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.”
“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!”
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'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.”
“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!”
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”
“I’ve been very impressed with the professionalism and responsiveness of the team — they consistently provide quick turnaround on questions and clear, well-explained guidance. Their convertible bond tax tool is particularly effective, offering excellent tax efficiency and practical insights. Highly recommend their services for anyone looking for knowledgeable and efficient accounting and tax support.”
“The Vinoble company is an excellent source for financial clarity, detailed attention to their customer service and experience, with great depth of knowledge of the field. Highly recommend their services.”
“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
“Great staff and friendly service! My advisor, Karanvir, gave me a solid overview of his recommendations after carefully listening to my goals and concerns. If you are not trying to diamond hand options until you are broke, or want to stop mismanaging your money, pay these people a visit.”
“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.”
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!!”
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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.”