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!

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

"If you need somebody you can trust, trust yourself"…read more Bob Dylan was right but heck, I know NOTHING of investment banking so I had to trust someone else to help me on this. I had some complicated moving a 403b into an IRA paying for school money switcherroo I was putting off for years as I was sure it would hurt real bad to deal with all that paperwork and red tape. I was definitely procrastinating, waiting until the last possible second. WHY DID I WAIT? Paula at Edward Jones is such an easygoing, friendly, professional and kind human being, I mean, she made it not only painless and easy, but FUN? I've worked with her via an agency I worked at as well and she was a great resource for all things related to both retirement plans and socially conscious investing for our board of directors. All that and she has an adorable dog at the office & a whipsmart assistant manning the front desk who is like her secret weapon of more niceness. If you need any help of the financial kind, I tell you Paula's there to help and if I trust her, I can assure you she's the one you can also lay your trust with.

We were very new investors several years ago and we went to Paula. We didn't have a large amount…read morebut to us it was quite large. Paula treated us like we were investing millions with her. She took time to explain our options and what might be best for our personal plan. She has continued to update and keep in touch with us so we are getting the most for our investment. I have referred family members to her as well and they have all been pleased with her advise and services.

I have my MBA. I think I know my way away around analyzing an investment but who has the time…read morebetween work, home responsibilities and a social life? Every person I saw for advice was trying to sell me something, wasn't listening to my concerns, and/or was trying to sell me the kool-aid that their firm served. So after losing money or not making much I sat down with Angel, back in 2007. Risk was a word he threw out consistently, he was down on real estate and he made argument that the whole thing lacked any common sense. We spent hours creating a financial plan. That plan saved me in 2008. My account ended up for the year and so I called Angel and told him that I wanted him to manage all of my money. What I like about Angel is that he will take the time to explain what he believes would be the best portfolio for ME, due to my circumstances and personality. His firm then goes out and makes the investments, kind of like how a mutual fund would, while tailoring it to ME. I love it! If you are looking for someone who would be a great adviser, who will work with you, answer any questions you might have and who is really smart then Angel Cruz is your man. If you are looking for someone who won't try to sell you a bunch of junk because he makes a great commission, Angel is you man because he a fee-based-only adviser. I have referred all my family and friends to Angel and I now am referring him to you. Tell him Kyle sent you.

I was looking for an insurance agent and came across PNW Financial. I requested an agent call me…read moreand someone called me right away, handled all my needs and got me the coverage I was looking for at a lower price than what I was currently paying. I decided to bundle my car, home and life insurance to save even more. They did an amazing job and were fast and efficient. I'd use them again in a heartbeat.

I had no idea where I should start looking when I decided to invest my savings and 401k until I…read morefound PNW Financial. I worked with Michael Bús and right away I felt he was competent and knowledgable in the areas of money management and the market. He gave me great advice and is quick to call me if he feels that my accounts could benefit in any way. I plan on growing my accounts and working with him long into the future.

Just finished talking with a rep. Question about RMDs, transfers, and taxes. Friendly, clear,…read moreconcise. I explained my thoughts, and they filled in the blanks. So glad I don't need to go downtown.

the suck. use vanguard…read more can't even get verified when I have a social security number. Vanguard helped me right away and im already funding my IRA.

Professional, personal and trustworthy. I would recommend BBJS to anyone seeking honest financial…read moreadvising.

From the owner: Financial planning, Wealth management, Investment management, Retirement planning, Asset…read moremanagement, Tax planning, Estate planning, Diversification Analysis, Risk tolerance analysis, Hedging strategies, Tax compliance, Net Worth calculation, Needs Analysis, Education planning, Insurance planning

EP Wealth continues to be our trusted partner in financial planning. Laura Knolle has been key to…read moreour successful retirement. EP Wealth facilitated an estate planning change with the legal counsel paid for by EPW. Our investments have grown at a rate we could never had matched on our own. We have Laura and the team at EP Wealth to thank for our worry-free financial future!

I do not recommend Chad Burton at the EP Wealth Advisors office in the Portland, OR/Vancouver, WA…read moreregion. I was a client when he owned New Focus Financial. In my opinion, Chad and his team were irresponsible when the market turned down in 2007-2008 by not taking action to cut investment losses at a reasonable point in time and it resulted in a serious loss in my assets. It was stunning. There were multiple investments that had no indication of bottoming on the chart and no action was taken when stocks and ETF's were 25% down and falling. It was as if they were ignorant of stop losses and technical chart reading. Chad's response was my assets were managed with a strategy for the 'long run'. And he told me "stop losses are not a guarantee a transaction will occur right at the stop loss if there is a gap down. I understood that. Chad and his team never implemented stop losses on the trades. They made an investment on my behalf but were not actively managing the portfolio of stocks. When the losses had gone past our established risk tolerance threshold I had to instruct Chad to exit my investments and close my account. And there was a delay in having a portion of my account returned and one of his attorney's got involved as an intimidation tactic. The impression Chad gave me was his focus was on radio and seminar appearances with partner Rob Black and his team managed the client assets. Stay away!

Very honest, friendly and reliable CPA. We're retired She prepared our tax filing this year and she…read moredeliver on time very dependable best we ever had. We recommend her highly.

After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble…read moreresponding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating!