Financial Advising near Mill Creek, WA

19 locations found near Mill Creek
View Map

“Rich Ball is knowledgeable, kind and takes his time to explain things clearly for people( like me) who are new to investing. That said, he has never steered us wrongHis assistant Lisa is simply the best... the office itself is really comfortable and they make you feel like family.... it's always a bit scary to put your money in someone else's hands but when you get the returns we have it gets much easier! Our retirement has never looked better!!”

5 Superb2 Reviews

“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.”

4.5 Superb55 Reviews

“Bob has taken care of my business tax needs so I can focus on what is most important, delivering a quality service to my guitarists and to the parents and family members that support their music education. I love learning from Bob and his team, they help me dot the I's and cross my T's. Thanks Security Tax Services!”

4.2 Good31 Reviews

“5 Star experience on a complicated transaction. Her communication was spot on and she led us to an on-time close. As a realtor, I've had her work with many of my clients, but being on the other side of the transaction showed me how awesome she and her team really are.”

5 Superb6 Reviews

“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.”

5 Superb5 Reviews

“James Russell PLLC handled the tax accounting for my parents' estates for which I was the executor. During this difficult time, Raelyn and Dawn at James Russell were incredibly helpful. Navigating the complexities of estate taxes is not easy and we will always be grateful for how much they stepped in with support and guidance and high level professionalism during a difficult time. This is a very high quality CPA firm. Thank you so much for everything.”

4.3 Superb6 Reviews

“My partner and I walked into Harborstone Bank about half an hour before closing – the deadline for an excellent promotion featuring an outstanding interest rate in today’s CDs. There to greet & meet us was Darrel Vo, a highly organized, customer-oriented gentleman who is talented in his ability to encourage open dialog. He understands that clients need his trust when they hand their hard-earned money to his bank. He understands that as Harborstone’s ambassador, that he is the main link between his bank’s bricks-and-mortar and his customers. Darrel gained my trust based upon his actions during visit by my partner and me. He was cool, calm and well-collected. He was laser focused on what I wanted done. I wanted to open a special account on the final day of Harborstone’s promotion.His attention to detail was important given all the required paperwork. Even though he knew precisely information required from me while completing the documentation, he kept his sense of humor all the while working carefully and accurately to finish by closing time. My lack of information about Harborstone made it necessary to question the institution’s track record, financial condition, account safety, security, management experience and credentials, the bank’s investment strategies etc. Darrel responded to my numerous questions in an unusual manner. When he did not know the answer to any question, he openly admitted he didn’t know, but he also indicated that he would find the answers. Other bankers would provide answers only they weren’t to the questions I asked. Their answers were meant to distract me from what they didn’t know. It’s important that someone in Darrel’s position be “straight” with me. Otherwise I can’t trust them and can’t rely on what they tell me is true or false.By the time Darrell completed all my partner’s and my paperwork, we left his bank believing that he performed in an excellent, professional, personable, good-natured fashion. No less important, friends, family and acquaintances never ask me to recommend a bank, much less a banker. However, I will tell all those I know that Darrel served me and my partner very well. And that he has the demeanor and personality to serve all his customers well.”

3.5 Good30 Reviews

“Top notch guidance, superior experience, thorough, diligent and insightful financial guidance. The entire staff, including the ever supportive Office Coordinator, are exactly who one wants shepherding life events and their ensuing financial implications. Through times of Joy, and times of Sadness, there is no better team to trust with your financial matters.”

5 Superb2 Reviews

“Each staff member is caring, personable and professional. They walk according to God’s Word in their profession with RonBlue Trust. I am a recent widow, and they have come alongside me in my journey for nearly two years, offering prayers and God advice for my finances.”

5 Superb2 Reviews

“(Translated by Google) I tried fries with bacon and cheese, you just lick your fingers! The sandwich is better to take tereyaki, I took a simple one, it was very understandable, even a moth was not enough! Therefore, if you love sharper, stronger, take tereyaki! In any case, everything is edible!(Original)Попробовал картошку фри с беконом и сыром просто пальчики оближешь! Сэндвич лучше брать тереяки, я взял простой он был очень понятный даже моли не хватало! Поэтому если вы любите поострее, прочнее, берите тереяки! В любом случае все съедобно!”

3.4 Good15 Reviews

“All I can say is Aaron Wolfe has helped me make great money. I feel lucky to have found him. He knows what he’s doing and compared to my other family members, my portfolio is “smoking”! I’ve worked with other financial planners, and the bottom line is, “I’m happy I found this guy.” My only regret is that I didn’t find him sooner! I heard about him from someone who focuses on the stock market and had nothing but high praises for Aaron.Do I want someone who can grow my money the best or someone who returns my call? Yah, I know, those return calls are important, but if I had to pick one or the other.......hmmm.......... I want the money!!!!Show me the money!!!!!!!!”

3 Average2 Reviews

You May Also Like