Financial Advising in Seattle, WA

8 locations found near Seattle

“Kurt is truly a gem. We recently switched from a big “bean counting” firm to Pacific Tax West Seattle. Vastly superior experience (and value) thanks to Kurt’s expert touch — attention to detail, patience, video walk-throughs, nuanced guidance, plus he’s just a nice guy. It was immediately evident that he genuinely cares, knows his stuff, and holds himself to a high standard of excellence. Tax season used to be stressful. It’s not anymore.”

4.9 Superb65 Reviews

“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.”

5 Superb14 Reviews

“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!”

5 Superb25 Reviews

“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.”

5 Superb7 Reviews

“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.”

4.3 Superb6 Reviews

“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”

3.7 Good25 Reviews

“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.”

4 Good7 Reviews

“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!!”

2.9 Average15 Reviews