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“Deane is incredibly professional and friendly. Very forthright with information and motivated to help. The office is clean and well organized. The staff is friendly as well. Anybody would be happy to have him as their accountant/tax professional.”
Open 24 hours
234 SE 136th Ave #103, Vancouver
Financial Advising
“Pia has been so pleasant to work with. She is extremely knowledgable and takes the time to explain everything. I have never felt rushed or had the feeling that my question(s) was "silly." I have been with her for many years and she has really done a great job with my portfolio. I 1000% recommend her!!”
“Very positive experience at this Charles Schwab branch. I needed a service and had difficulty finding it at other firms. This location was very helpful, as I was able to walk in without an appointment to resolve my situation. The the gentleman at the front desk was very friendly, professional and helped to take care of my issue in a timely manner.”
“We spent 1 1/2 hours yesterday with an advisor named Jordan. We found him to be very efficient, professional and very informative. We like that with Fidelity, we have an actual person to meet with. With Vanguard, we don't have that option.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Jerod Patterson has been great to work with. He’s done an amazing job providing me with explanations and resources to the questions I have. I highly recommend working with him.”