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“9 months in, my wife and I could not be happier with our experiences with the Sound Planning team. They provided the retirement planning solutions that our previous advisor was just not equipped to provide. We are grateful to our previous advisor for getting us through the accumulation phase. Unfortunately, they provided us with none of the answers for entering retirement. Sound Planning answered our questions with detailed answers while fully and transparently disclosing fees. What we particularly appreciated was an in-depth exploration of our risk tolerance with creative plans offered to meet our needs. We highly recommend Sound Planning to anyone looking for professional, competent, customer-focused & ethical retirement and financial planning.”
“We have worked with the Alterra team for 6 years and highly recommend them. When we started our relationship, we were newly engaged. The team has helped us navigate consolidating finances, creating a resilient plan for our future, and helping us during all of life's biggest moments--our wedding, new house purchases, and planning for childcare. The team is responsive, great listeners, and trustworthy.”
“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.”
“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 !”
“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.”
“What an awesome experience and such a critical time in our life, Darrel stepped up broad and made us feel comfortable, gave us options, and we moved forward that put us in a better position to tackle the mountains that were in our life, was understanding he also money managed, coached us into the future and gave us options as far as what we can do to never get back into the situation that we were in as far as paying our debt off. Darrel Vo you are a great asset to Harborstone and to us.”
“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.”
“I have used Huddleston CPA'S for several and I could not be happier. They are professional, knowledgeable, responsive to my questions, competitive, and complete my return in a very reasonable amount of time. Great firm!”
8:30AM - 5PM
10500 NE 8th St Suite 100, Bellevue
Financial Advising
“Kelvin has been working in Irvine CA. I have been consulting with him about business problems since five years ago, but I have no good consultant anymore. I hope he can come back to Irvine ca as soon as possible, He said he could call him at any time, and he said he would not forget his friends in Irvine. I give him high praise here, don't affect my communication with him. ? Kelvin, is very glad to know you, take care, dude”
“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.”
“Charles Schwab is an excellent company. It does not matter if you are at an in person location, or calling over the phone- they always are impressive with their customer service.”
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“Over the past couple of years, we have thoroughly enjoyed working with Janet Warnick at Huddleston Tax CPAs - she is a gem! She is extremely knowledgeable and helped us with easy-to-understand explanations whenever we had questions. She also gave us great advice for future years/returns. If any of my WA friends ever want to change to a different CPA, I highly recommend Janet at Huddleston Tax CPAs.”