Financial Advising in Seattle, WA
30 locations found near Seattle
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Financial Advising
Financial Advising
Financial Advising
“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!”
Financial Advising
“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.”
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”
Financial Advising
“I am thrilled to have found Seattle Tax Group. There was something my past accountant did not understand about filing Restricted Stock Units (RSUs) which had the IRS decide to send me bills after they reassessed my tax burden for two separate tax years. Brian at Seattle Tax Group knew right away what the issues were, and within a couple days, he had worked out new returns for those two years. He saved me tens of thousands of dollars by correcting those returns. They are also very quick to respond to questions and provide information. It really is a pleasure to work with them. Beyond all doubt, Seattle Tax Group has earned my business.Friendly, responsive, effective, fast.”
Financial Advising
“We have been working with Brian Johnson and the Vinoble Group since 2013 with our retirement planning. The experience, professionalism and focus has been excellent. There has been many good years and some due to the market that were not so good but Brian and Vinoble have always had our best interest in mind. WE have seen a continued growth in the organization from personnel to investment tools that seem to continually improve. If you are looking to build a strong retirement portfolio for the future you should seriously reach out to Brian and Vinoble Group to discuss how they can not only help you, but provide you the tools you need for success. ?”
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!!”
Financial Advising
“April met with me last night and was a delight to work with. She came up with a strategy that speaks to her years of experience. She made herself available after normal working hours to help and was incredible when it came to the details and what I wanted as a customer. I can't recommend herenough for the clarity she brought to my particular situation. A+++++++”
Financial Advising
“You know thank I am so lucky I met Brad Weiner he has been the best. He tried to find out my financial goals and targeted our investements on that. More long term but he protected us through the financial crisis of 2008 and has consistently produced earnings year after year”
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“I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really don't know what you don't know. I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now I'm regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, you'll only benefit.”
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Financial Advising in The Nearby Cities
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“Filing taxes in the past was a combination of headache, nightmare, frustration, and uncertainty. This was my first time using a tax accountant, and now I know what I've been missing. Mary at Pacific Tax West Seattle made the process easy and painless - almost like magic. I greatly appreciated the thorough attention to detail, the explanations, the ease of uploading and accessing data, and the friendly and professional communication. What a terrific service!”