I use the Port Orchard branch. I love that Denesse takes the time to explain exactly what's…read morehappening with my account. She answers my questions, makes suggestions and ensures I am comfortable with my investment. I very much appreciate it.

Received a mailer for dinner and to pursue life insurance products, which was honestly great timing…read moreas I'm looking to expand beyond traditional forms of retirement. When I called to RSVP, I was told regardless of income, qualification and desire to obtain a policy that I am not old enough to attend, you have to be 50 to purchase their insurance I guess? Not sure why Ness has me targeted for advertisements if I can't purchase their products.

Blue Mountain Wealth Management takes a truly personalized approach to your financial success. By…read moregetting to know you and listening to your goals, Nathan aligns with you, providing a comprehensive perspective, guidance, and unwavering support. Nathan is personable and trustworthy and will put you at ease during these times of market volatility. By staying focused on your individual investment strategy and the big picture, he'll help you avoid emotional decision-making to help you reach your long-term investment goals. He definitely comes highly recommended!

Nathan is everything you'd want in a financial advisor, knowledgeable, thoughtful, and genuinely…read morecommitted to your success. He takes the stress out of financial planning and turns it into a clear, empowering process. With his guidance, I finally feel in control and excited about my long-term goals. His insight and dedication are unmatched and you'll walk away wondering why you didn't start working with him sooner.

Using Ross McIvor from the Bauer & Evan as an executor for Mom's estate was a huge mistake. She…read morepassed in 2016, and the estate is still not closed! We've had to hire attorneys for him to distribute money, as he doesn't respond to phone calls or emails, and we have yet to receive any kind of statement. If you are looking to hire an accountant with integrity, I suggest you look elsewhere. Our experience has been a nightmare.

We have been working with Bauer & Evans for over 20 years. Brian is and has been the main reason…read morewhy we stay. He has a great way of talking and explaining the financial world in a manner which is never condescending nor leaving you feeling like he is talking down or at you. You are left feeling this truly is a partnership. Over the course of time, Brian and team have proven to be really good at what they do. We have recommended Bauer and Evans to many of our Family and Friends and those that have met with and/or entrusted their financial futures with Brian and team have all come back to thank us for our recommendation. I will end this rather long review with this: if you are looking for or already have a full service financial team you owe it to yourself to at least give Bauer and Evans a chance to earn your business.

I received an envelope in the mail with no return address - i found out about this people from a my…read morepayroll - garnishment started, the next day or so a white envelope with my name and address came in the mail with no return address. Not done - I was bullied by a representative when I called and decided I will just let this go and pay them. After the max amount they can garnish, no contact from them. Here I was waiting on a statement so that I can move forward. I received a notice from the postmaster that a cert letter to be picked up by "Sentry". i called and was informed that a second round of garnishment is in process. the next paycheck - sure enough they started taking monies again. AND the next day another envelope came as like the first time (I have not opened this one yet). I am not sure what my next step is - but I believed I have been bullied by this Company who are abusing their access of personal information and processing "legal paperwork". I am currently researching legal wage garnishment process and so far I am finding that they are not following the legal process. Anyone has any input or added information, please keep posting. AND during my conversation with SENTRY Rep - this person wanted me to tell how much is my reported income on last tax return??

Don't be fooled by their website - they are the owners or affiliates of West Coast Adjusters…read moreCollection Agency! I am not sure what their "credit" business is all about but they are scum. I am retired & have been drowning in medical bills since 2013. They will file court papers in a heartbeat and not even follow the laws regarding this type of business. They will lie about paperwork being "delivered" to you - court paperwork with a date that a reply is required by the court and conceal the fact that it is legal paperwork so that they can win by default judgement and add on all kinds of additional fees, etc. if they are reported and it is decided by the appropriate agency that it is uncollectible they will to remove the debt from your credit report and the agency you filed your complaint with CANNOT force them to issue a refund, etc. In my case, I paid the principal balance plus their bonus and it still was not enough . They are absolutely sneaky and greedy. Be very careful if you receive any legal paperwork from them and go on the web to ensure that their court filing meets ALL of the requirements they are bound by law to adhere to. I understand that people need to work as we did our entire lives - but what kind of people would enjoy hounding and threatening sick people on a fixed income?

We started at McIlrath and Eck 2 years ago and we really enjoy our association with this group…read more Thor is amazing in his knowledge and experience. His class in retirement planning is a must! His financial planners are excellent and are willing to offer their best no matter what your situation is, putting the client interests first and make the planning process simple to follow. The support staff is truly wonderful and they treat their clients like extended family. I recommend this group to my friends and family too!

McIlrath and Eck are top notch in every way. We took Thor's retirement planning class several years…read moreago and knew then we wanted to work with him and his team. All financial planners are always prepared and know their stuff, explain it all in plain language, go through options and choices. I love that Thor's firm does not sell any investment products. Highly recommend. Also highly recommend taking Thor's class if you're just getting started.

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

Nice place for senior insurance questions. Lots of options available for insurance. All questions…read moreanswered.

From the owner: American Senior Resources’ focus is working with clients to ensure their financial security. Health…read moreInsurance, Life Insurance, and more.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

I didn't choose to invest with Edward Jones. It was chosen for me as a company retirement plan. I…read morehave experience with several other investment companies. 1) Eric didn't follow my directions as to how I wanted my money invested and when I planned to retire. 2) Edward Jones charges fees for things that at other investment management companies are free. 3) Account management, things that are extremely simple and done online in less than a minute at other companies, are an arduous process at Edward Jones. Case in point, changing your beneficiaries. 4) My Edward Jones account seriously underperformed relative to my other accounts (see #1). Specifically, the performance between January of 2016 into the fall of 2017 was so poor (in my estimation), and the response to my complaint about it was so conceited, and so dismissive that that was when I choose to end my relationship with Edward Jones. 5) Directing my account myself, putting my money in something with returns that matched my expectations was expensive (see #2) 6) It cost me about 3% of my account value to roll over my account to another investment company. UPDATE: I got what I thought was a final statement. It turns out Edward Jones didn't rollover the total amount in the account. They shorted it about $51. I still have a login at EJ, but that account is not connected to my login account anymore - just an old one that was terminated about 5 years ago.

Friendly service, but the financial advisor that use to work here is no longer with Edward Jones.read more