I don't have a single bad thing to say. I've been working with Jim for a long time…read more I've been an investor for 40 years, But Jim's a better stock picker than I am

When I first came to Fulcrum Wealth I learned that's being retired put me in a different category…read more I tell you I was nervous but talking to Jim and his team put me at ease and put a plan that's worked for me.

This seems to be a great team, focused on good outcomes for their clients. I have received great…read morevalue, including from the useful content on their website. I had requested a 15min free consult on their website on a specific topic. Dave Welty himself called me, set up time with his COO and himself, and they have spent significant time walking me through some important decisions since they saw it was time-sensitive for me. I'm not even a paying client yet so I am sure their clients are in good hands. They are definitely experts in their chosen areas, so check them out if that's where you need help. Whenever the time is right for me in the near future, they will be a top choice for me.

Dave Welte has put together a great team to provide the highest quality in the managment of retiree…read moreor pre retiree assets. I rest easy knowing that my portfolio is being managed with great care so I don't have to worry about it. I am sure I could not do as well myself and besides that I don't want to put in the time to try. Talk with Dave or one of his team. You won't regret it.

I contacted the Pacific Insurance Group about Term Life Insurance for my daughter and son-in-law…read more They provided exactly the information I was looking for. Carter arranged a Zoom conference call and we could talk and see each other. All my questions were answered and I felt that these are people who will listen and then look for the best options for me. They zeroed in on my challenges and gave me specific option. Highly recommended when you need personal service.

SO informative and helpful. Lauren made the Medicare process go smoothly and quickly!read more

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.

Wow! Charles Grass is unbelievably unscrupulous. Worse yet, he bullies and discriminates against…read moregood people such as women, colored people, and the disabled. Upon first meeting, he misrepresented himself and his fraudulent services. I should have seen the red flags from the beginning when he spoke rather condescendingly to me. I'm a disabled man so I missed many other initial cues. He took advantage of me as a disabled person. That's discrimination. My sister, who had used him separately, had also been swindled by this man. She too had spoken about his condescending manner. Again, this is bigotry. To our detriment, we trusted him with basic taxes. Keep in mind that I said "basic". What a huge mistake. He "nickel and dimed" us with many unauthorized charges. This "nickel and diming" added up to be in the thousands of dollars. He hadn't attempted any communication during this process. When done, his charge was in the thousands of dollars. He charged more for swindling me than I saved in taxes. This is either bigotry or gross incompetence. Either way, it's unacceptable. When I confronted him over the phone, all he had was a pile of excuses a mile high. He then resorted to verbal bullying and condescension. Can you believe that. Mr Grass resorted to bullying a disabled man when confronted with his fraud. This man is incompetent and a bigot. I cannot recommend this crook for any reason.

UPDATE APRIL 23, 2023:…read more BETTER LATE THAN NEVER/ SELF-EMPLOYMENT SHAFT In my original review, I said "more on that later" re: my original estimate for my 2018 taxes being $1580, but the actual damage was $655 ($925 less!). I failed to say that that's because I had no more "self-employed" paper route. (side note: newspaper delivery is still legally classified as "self-employment", but it's actually "employee without employee rights") The point is, if you are self-employed, the tax prep fee is going to be higher. INVESTMENTS ALSO WILL DING YA In this update, I would like to say that my 2019 tax prep fee was $885. The $230 uptick in fees(from $655 in 2018) was probably because that was the year I did my first investment rollover. If you have investments (IRAs, annuities, 401ks,etc.), your tax prep fee will be higher for that as well (especially if you have a slush fund...;). Therefore pay no attention to these outfits that offer to do your taxes for "free." That's only for people with simple tax returns with no self-employment, no investments, no property holdings, or any other complicated financial scenario that could give your accountant headaches! DID COVID "STAY HOME" ORDER GIVE PEOPLE TIME TO DO THEIR OWN TAXES? My 2020 tax prep fee went down again to $540 (a $345 downtick from 2019) possibly related to the initial two week COVID-19 WA state "stay home" order from March 23, 2020, which was extended to May 31, 2020. The 2021 fee was an identical $540 (COVID lag?) But starting this year with the 2022 taxes the tax prep package recommended sending in 1/2 the amount I paid for the 2021 taxes ($540/2 = $270) as an advance deposit. So I sent them the $270 deposit. But when the taxes were ready, I looked at my 2022 printed copy, which showed their fee charges failed to take into account the $270 deposit I already paid. They corrected that when I brought it to their attention. But the total fee still owing was $405. So $405 plus $270 already paid = $675. Why the $135 uptick from the $540 charged in 2021 and 2020? I was told that that their rates were going up. Perhaps the somewhat improved economy since 2020 took away the luxury of time at home to do one's own taxes, and instead allow people the luxury of paying accountants to do their taxes.

Do not work with them. Tyler will be super easy to work with initially while trying to set you up…read more He may be able to save you money upfront, but thats where it ends. Our policies had a ton of minor errors that we had go back and forth to get rectified. The policies were all suddenly purchased without me OK-ing their purchase. I had asked them to wait until I made a decision on all my policy limits and then have them be purchased at the same time. I didnt complain since it saved me money, but when the policies came back I found a bunch of small errors. Tyler's team member claimed that it was fine for me to sign an incorrect declarations since they would be eventually corrected. You wont get responses to emails and then 3-4 days later a lot of things will happen without announcement or confirmation. I had to keep changing email subject lines to get their attention. Even after escalating to Tyler, and him confirming that the policy had been fixed, the policy still didnt have the requested changes. Their portal will have a partial view of the policies which defeats the purpose of having a single portal to get access to all policies. The absolute worst part about this is they don't seem to think any of it is their fault/problem unless you press them hard on it. No apologies, no acknowledgement of failures, nothing! It also makes me feel that is how they expect to operate and feel that you are being unreasonable expecting this level of care, concern and accuracy. Given all of this, I would be super worried about working with this group when I actually have a claim to file.

I've known and worked with Tyler Kerlee for over 10 years now, one of the most knowledgeable and…read moreprofessional agents I've ever met. You owe it to the people you care about to send them his way. I highly recommend.

The team at Nelson CPA helped me untangle a years-long mess than the last CPA left me with after he…read moreretired and it came to light that many things had been done incorrectly, if at all. I'm forever grateful to Nelson CPA! Straightforward, speedy, experts that you should hire yesterday.

Steve Nelson has been my CPA for many years, and he is the best of the best…read more Steve brings a breadth and depth of insight to his practice that has been of immeasurable value to me and my business partners over the years - not just for tax accounting, but also in the areas of entity structure/formation, estate planning, and general business strategy. Besides being tops in his field, Steve is a great guy and always a pleasure to work with. I would unhesitatingly recommend Steve to any individual or small business owner seeking a highly experienced professional to quarterback his or her tax accounting.

Personal, welcoming, Warm, professional environment!! They have done w for us! From the…read morereceptionist to Paul, the guys and gals in the back to our Guy Tim! Thank you very much!

Paul Ried Financial Group managed my parents' funds for over two decades. We realized Paul Ried…read moreencouraged them to make investments in very high expense mutual funds and to frequently churn their stock investments, in order to generate more fees. Be careful if you or your family have funds with Paul Ried. Paul Ried is part of the Cetera Advisors Network, and the SEC recently secured a $21 million judgment against them due to practices unfavorable to their clients. Here is an excerpt: "Cetera Advisor Networks both breached their fiduciary duty and regularly and repeatedly put their financial interests ahead of their clients"