Calen Johnson has been my financial advisor for the past 2 years. He is a man of God, a man of…read moreintegrity and someone I trust with my finances. I highly recommend this good hearted and caring individual. He is not too pushy and is highly respectful. I have faith that he will be able to help anyone who have plans for retirement or just need a little financial guidance. You will be blessed if you try him, I guarantee it!

Calen has been our financial advisor for a few years now and not only is he genuine and truly a…read moregreat person...but he is very knowledgable and helpful. He will guide you step-by-step towards any financial goal you may have. Highly recommend and trust!

Sound Planning gains customers by educating them before they are customers - we were nearing…read moreretirement and needed a hand navigating Medicare and did we have enough for the future . We first went to their free seminars, about 8 hours worth, and signed up. We are very pleased that we were assigned to Loren, he is easy to reach anytime with questions.

Loren and Gretchen took the time to ask us about lives and genuinely care about how we are doing…read more We truly know they want to help us make good financial decisions and aren't afraid to give suggestions that may not benefit them. We have been clients for 9 years and wouldn't want anyone else to help us with our retirement accounts! SPG is AWESOME

I switched my accounts to Bert about a year ago. I've had a few financial planners before and…read morenever had one so helpful and proactive as Bert. My accounts have done really well and he always answers my questions promptly and even calls unsolicited with suggestions too. I can't recommend him enough.

Bert is a down to earth but knowledgeable resource. During this volatile financial market, I feel…read morelike it's even more important to trust the person who is watching out for my future. Bert is always willing to go the extra mile and treats us as equals in the decisions that are made.

Mike has helped us with a refinance on a home and the purchase of a new home. He was always…read moreavailable for a quick phone call to answer questions, crunch numbers and help us figure out what we could afford. When it came time to purchase our home, he got the paperwork processed quickly. Buying a home isn't an easy or quick process but Mike made it as painless as he could. We would definitely work with him again if needed.

I worked with Mike for over two years while house hunting and dealing with ever changing…read morecircumstances that caused us to delay and restart the process due to personal life changes. Throughout the entire process Mike was a wealth of knowledge and extremely accessible. He was also very keen with deep experience in solving some of the unique problems that we ran into. When we were finally ready to make an offer, he created a tailored offer letter and made sure all our paperwork was in order. We were able to lock in a great rate and closed within 35 days. Very smooth process and extremely pleased with the final outcome. Thanks, Mike, for your relentless patience over the years and helping deliver us into our happy home through your great work!

Bait and switch. The second year I used them and the last. First, they ask you to sign a retainer…read moreand give you a quote of $750 - $1500 for business returns and you must put $500 non-refundable down. Then come back with a pre-defined PowerPoint with a minimum price of $2,500. Next, they will never tell you when your tax returns are completed or give you an estimate. I asked them over 10 emails if they could give me the month and they have yet to say they could. So they actually wait until the very last day to file. This happened to me. I also believe I went through 4 different CPAs from my original chat in March to Now September 2023. Don't believe the hype. Find a local CPA who actually cares. This is a horrible service and company.

I was recommended to speak to Charlene after my taxes were super complicated for 2020, and in turn…read moreI would recommend her to others. I am so grateful for Charlene and her services. She was tremendously helpful; and better yet her price was unbeatable.

Keanan Jacobson is undoubtedly one of the very best financial advisors available across the Greater…read moreSeattle area and beyond. The reasons why she stands out from the crowd are threefold. Keanan's knowledge of the financial markets is second to none; her astute insights across a range of investment opportunities and strategies have seen her rank in the top percentage of her industry. Secondly, she is astute in understanding her clients' individual needs and tailoring her recommendations to their unique goals, so that all her investments are fine tuned to the individual - there is no size fits all. Certainly this is one of the main aspects that makes her clients feel so very well cared for. I know that Keanan will work tirelessly to ensure that all of her clients' financial goals are met and she will call regularly with recommendations on astute investments that will further capitalize your asset growth. Lastly, but not least, Keanan works across all price points; whether you have a very small nest egg that you would like to grow, a moderate amount or more significant wealth, Keanan does not discriminate. She truly cares for her clients and her modus operandi is to always work her hardest for every single individual in her portfolio. She is truly incredible and I cannot recommend her more highly.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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.

I am so pleased of the experience with Jeff Ladue. Jeff called me back and introduced himself…read moreafter responding back to an inquiry I made. Jeff took almost two hours out of his day and he carefully listened to what my goals were and the predicament I was in. Jeff seemed like he was genuinely interested in helping with my situation. The whole process in refinancing my house was so effortless and seamless on my part, I could not have asked for a better loan officer. The rate and the savings Jeff found for me was not even close to what I could have imagined I would get. Jeff Ladue was very realistic, straightforward and experienced. He was very communicative and always there when I needed questions answered, even at 11 o'clock at night. Thank you Jeff Ladue for saving me money and allowing me to keep my house. Your expertise in the mortgage industry and communicative personality is what helped me and my family keep our house.

Jeff and his team at Washington First Mortgage are great to work with. Very responsive. They…read morework hard to find the best mortgage rates out there. Jeff helped me with at least 3 refinance transactions in the past. When I was looking to purchase a new house recently, I immediately contacted Jeff to start the pre-approval process. Very smooth process, all along.

Ken in amazing!! So easy to work with.. He is SO quick to reply to emails even DURING open…read moreenrollment! I was a referred to him by a friend and could not me more grateful. He made a DAUNITNG task easy and stress free and now I have great insurance for the new year! Ask Ken he will help you!!

Ken helped navigate us through the complex process of choosing healthcare. I found his experience…read moreinvaluable in understanding what type of coverage would be the best fit for our personal situation. Recommended!