Financial Advising in Edmonds, WA

“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.”

“I should have written multiple awesome reviews for Ryan and his amazing staff by now! Ryan and Bob have so many times gone above and beyond to help us with our business taxes. No matter how busy, they always find a way to get us a document so we can get approved for this or that. They have met with our attorney on short notice, and priceless guidance throughout the years. We never have felt we were just a number, but they truly care and want to help us any way that they can. Recently It was their tax deadline, and of course we had to call them on probably one of there most busiest of days needing something. Even amongst their own daunting deadlines, Ryan still found a way make sure we were taken care of. Hattrup & Associates are truly a rare find.”