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“My husband and I have been using Alterra Advisors in Bellevue for our financial investment needs for the last 5 or so years. At first our retirement planning and management of investments seemed like a daunting task, but they have managed to no not only ease this processes for us, they have educated us along the way. 'Teach a man to fish' so to speak. We highly recommend Altera Advisors for your comprehensive fiduciary needs.”
“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.”
“I had a great day with Leverage Planners, watching the new Wonka movie with my niece, nephew, and great nephew at the Cinemark Lincoln Square Cinemas. Thanks to the birthday boy Dave, I mean Willy Wonka, for the beautiful family experience. You made it possible for me to afford to take my family to a movie complete with popcorn and soda. You are the best! Who doesn’t love the guy who picks up the check? And don’t get me started on Sean’s pants. Happy Holidays to my Leverage Planners family!”
“After contacting numerous Tax preparers, we decided on Huddleston Tax CPAs. They were fantastic, professional and knew exactly how to manage our complex tax liabilities. Thank you, Audrey, for doing an excellent job!”
“I have been an EWM client for many years. I am a 30 year high-tech industry veteran but I am not a financial wizard and so I wanted to find a financial expert that I could trust to help me build wealth. I found that in Fariba Ronnasi and EWM. Over the years, Fariba has demonstrated unprecedented intuition in the financial industry and has managed a significant portfolio for me that has enjoyed continuous above-market gains. I recommend Fariba and EWM without reservation to anyone who wants to invest - don't wait!”
“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.”
“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”
“Joining Avier was by far one of the best decisions my husband and I have made in our adult life, setting up our family up for success. Managing finances [portfolio investing, college funds, retirement planning, estate planning, taxes advantages to name a few] are not things I enjoy doing or want to do when I’m off work. Hiring Avier was a weight off my shoulders, if I ever have a concern or upcoming significant cost I can easily schedule time meet with my advisors for consultation so I’m prepared for any financial investment/decision we face. In the couples of years we’ve been with them we extremely confident Lars & Angela have changed the outlook of our future and I can’t thank them enough.”
“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.”
8AM - 4:30PM
11747 NE 1st St Suite 101, Bellevue
Financial Advising
“John has been my Financial Advisor for over a decade and he is excellent. On top of bringing integrity and expertise to his work, John cares deeply about his clients. He listens to my concerns and goals then works with me look after my financial wellness.John takes the time to grow my understanding and knowledge of wealth management in a way that builds my trust in my decisions in this space as well as his. I have recommended John to many friends and will continue to do so.”
“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.”
“(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!”
“All my dealings with every member of Omega Financial have been excellent. Responsive, professional, knowledgeable. I highly recommend them for both insurance coverage and finance management.”
“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.”
“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.”
“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!!”
“Loren is extremely knowledgeable & talented. He is the hardest working, most compassionate, and genuinely the best financial advisor my wife & I have ever worked with. We found Loren through a referral when we moved into town post Covid. He wasn't excepting new business at the time but he squeezed us in, and by no means does it feel that way. Loren takes his time when speaking with us, as well as always doing his own due diligence prior to our meeting. I look forward to many more happy years of business!”
Open 24 hours
6460 NE Bothell Way, Kenmore
Financial Advising
8AM - 3:30PM
16108 Ash Way Suite 112, Lynnwood
Financial Advising
“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!!!!!!!!”
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“I have loved working with Bert. He is very knowledgeable. I can tell he wants the best for his clients. He explains things so well, he never makes me feels like my questions aren’t important.This office staff is also top notch. They get back to me right away and are always pleasant to talk to.I would recommend him to anyone!”