Financial Advising in Edmonds, WA

3 locations found near Edmonds

“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 !”

4.8 Superb19 Reviews

“In 2015, we made the decision to partner with Terwedo Financial Services (TFS), and it has been a successful venture ever since. I use the term "partnership" because that is exactly what it is with TFS - a true partnership.We were in search of a financial advisor and were referred to TFS by a highly respected attorney. As small business owners, it was important for us to find an advisor who had our best interests at heart. We needed someone who could guide us in making smart decisions for our business and personal finances and help us plan for our future retirement. TFS provided us with a roadmap on how to navigate our finances and achieve our life goals. Being a business owner requires a unique strategy, and TFS understood that. Though they are experts in helping people grow their money and achieve long-term goals in any scenario, we specifically wanted someone who understood the challenges of owning a business.TFS also suggested a specialized accountant and tax strategist for small businesses, which was exactly what we needed. Our previous accountant fell short in meeting our requirements. Thanks to them, we now have an exceptional team of professionals who prioritize our goals above their own.Dale, Aaron, and Dessie have been instrumental in guiding us through various financial stages over the years. Their promptness in responding to emails and phone calls is unparalleled, and they are always available to address any queries we may have. Their expertise and direction have instilled confidence in us that we will be able to retire when we choose to. I highly recommend them for their outstanding services.”

5 Superb6 Reviews