Great Professional Individual. Affordable. Honest with great work ethic. Trustworthy and…read moreunderstanding of your situation.

Awesome personality and effectively knowledgeable in tax preparation. Highly recommendable.read more

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!

The customer service is super super super bad. They don't listen to the customer. They don't care…read moreabout customer service at all. They also engage in unfair business practices and lack integrity.

**WARNING* Avoid Fidelity like it is the plague! Fidelity Investments "Absolutely is NOT" a good…read moreplace to invest your money! I have had investment accounts Fidelity for nearly 40 years. In the past year and especially this year (2025) 100% of my calls have been answered by Fidelity representatives who have been unable to answer basic fundamental questions about their investment products or even navigate their website. It has been pathetic! Today, it was so bad, I had to ask to speak with a supervisor (Tiffany) who has been with Fidelity a whopping 4 years and who said my experience was unacceptable and said she will "provide coaching". I told Tiffany that their representatives don't need coaching, they need education on their products!! Tiffany didn't seem to grasp that it is her responsibility to make sure her people are proficient and competent in their products. Fidelity NO LONGER appreciate that knowledge is power and time is money. Fidelity has lost its core competency in customer service and they are not even aware of it. Exactly why Sears has disappeared...loss of focus on the customer AND the competition. CHARLES SCHWAB on the other hand is a Best in Class organization with knowledgeable, competent, and professional representatives delivering 100% great experience whenever I call. Schwab website is easy to navigate and use for a multitude of reasons and uses. I wanted to hold $ in different companies because it seemed prudent, BUT I am sick of the horrible service at Fidelity! I will be moving all of my Fidelity money to Schwab immediately.

I have Vault insurance as a homeowner. I've never made a claim for any insurance issue but had a…read morelittle disaster that required a claim. From the first day until the problem was mitigated it was a fantastic experience. If my experience is indicative of the way they handled everything I would recommend them to anyone. Wardell Johnson was attentive and professional above and beyond. Bravo Wardell and Vault.

Matthew and Doug have been handling my investments for almost 3 years now and they have been doing…read morea good job so far. Their fees are reasonable. I would say that they are honest people. I would recommend them.

There is another review that is not recommended but it should be- it's totally accurate! kevin is…read moreawesome! I am pretty happy with my service here! very professional and very efficient. I have personally referred several friends and family here! when i win the lottery, which will hopefully be soon, I will be headed right over to kevin for advice :)

My advice - Do not do business with them period. My Mother was in the hospital under heavy drugs…read morewhen he contacts her. She tells him to sell everything. He proceeded to sell about everything. Does not advise her of the financial hit she will take nor advise her of any precautions at all. No red flags to him! No advice to her, no offer to meet in person to discuss her decision - NOTHING! Disgraceful man! Disgraceful company. Just sickening the impact they can have over the elderly who may or may not be in their right state of mind, but in hospital heavily medicated! Disgraceful! Chuck Hamilton Financial Advisor Cetera Advisor Networks LLC, Member FINRA/SIPC 2928 Eastlake Ave E Seattle, WA 98102

David Garberg, financial advisor, is not entirely honest, be careful.The problem is, who is working…read morefor who? Do your homework, your research. Know what you want done with your investment and don't let yourself be talked out of it.

Gina Jack is the absolutely most helpful person I have encounter so far in this credit union. My…read moreneeds were heard and addressed in a very efficient manner. She followed through for two days working with me just how she said she would. I am now an everyday Harborstone product user ! Thank you for helping Gina!

Been with the Bank for over 6 years and haven't seen any current reviews. The staff has always…read morebeen great and personable. They come up with creative solutions for any purchases I have made. They offer competitive rates on both loans and Interest bearing accounts. Services continue to grow. I like their online banking environment.