Normally, I don't give anything five stars, but Kaylyn made the process simple. Her communication…read moreis excellent, and her site is incredibly user-friendly. Despite the fact that we were accustomed to handling our own taxes, this was our first time including a dependant and a rental. She went through everything in great detail and assured us of our options moving forward. Honestly! Use her, please.

Kaylyn was a great partner during this year's tax filing. I had a lot of questions about some…read morenew-to-me financial situations and she provided excellent guidance. Finding a tax advisor can be intimidating but she made me feel very comfortable through the whole process!

Chieko helped us process tax forms after our mother and father passed away. She was super…read moreknowledgeable, helpful, kind.

We're new to the Tacoma area and Chieko took amazing care of us doing our 2020 taxes. Reasonable…read morefees and great communication. We look forward to working with them for financial planning services in the future.

When I finally reached retirement age I realized that I had NO idea what to do with my retirement…read moresavings! Kirk Wald met with me several times and now my money is safely invested. He is knowledgeable and trustworthy. I'm glad that I met him

Kirk Wald has helped me with my retirement planning for the last three years. Kirk is as generous…read moreand pleasant as he is knowledgeable about this industry. I am very grateful for his guidance.

Jill Flodstrom is just awesome. She spent soooo much time with me to find the best plan on the…read moremarket for my situation. She's knowledgeable, competent, friendly, and a pleasure to work with. I recommend her highly!

This review of FND Insurance is long overdue. On the other hand, that should make it more…read morecompelling since it is based on extensive experience with FND over the last couple of years. I own a small business with about a dozen employees and I provide medical insurance to my staff. Since 2015, FND has been helping me navigate the intricacies of medical insurance such as enrollment periods, comparing different plans and benefits, healthcare legislation updates, processing COBRA coverage for departed employees, just to name a few. The owner of FND, Jill Flodstrom, is a joy to work with. Being a long-time veteran of the industry, she can pretty much answer any question you throw at her. And if she needs to get back to you about something, rest assured you won't have to wait very long. Her professionalism and expertise are matched by a great sense of humor and a very affable personality. Needless to say, I will continue to use FND for all my medical insurance needs, and I highly recommend this company to other businesses as well.

Great for reasonably priced comprehensive financial planning. They try their best to be unbiased,…read moreor at least as unbiased as possible. Investments, home buying, debt management, real estate, budgeting, etc. Feel so much better having a plan.

From the owner: Joyful financial planning to cultivate an empowered and impactful future…read more We bridge investment education gaps to help you align your money with your personal values. Independent, Flat fee-only, Fiduciary.

It's been a little over a year since we began working with Troy and I wish we would have found him…read moresooner. We interviewed four CFPs and for us the fourth time was the charm. The first thing that stood out was his commitment to being a genuine fiduciary. I can honestly say Troy is the fiduciary of fiduciaries, and he was the only one that gave us his ADV forms. We came loaded with questions and he took the time to answer all of them. He was the only CFP when discussing fees that didn't say don't worry about my fees, I'll just make you more money to cover them. When it comes to a CFP, trust is a huge factor. Troy is honest and trustworthy and we sensed that right off the bat. He is also * Experienced and competent * Professional * Ethical * Keeps lines of communication open and is available when we need him * Knowledgeable on finance, tax, estate, insurance matters * Has a clear organized strategy (not reactive) * Answers our myriad of questions, even the same ones over and over * Helps make complex financial concepts easy to understand * Timely * Puts his clients first * Goes above and beyond and exceeds expectations * And much more! The clincher for us, in addition to the above, was/is 1) he is a small, personalized office where we don't feel like a number, and 2) he actually cares about his clients. We get the impression this is more than just a job for Troy (and let me tell you, he loves what he does!); it's like a service to others as well (combo of head and heart). We believe Troy is a rarity in his field. We also believe he deserves this review, but we selfishly hope he won't get too big because we want to keep him for ourselves. Thank you, Troy, for all you do!

From the owner: NAPFA Fee-Only Registered Financial Advisor offering comprehensive financial planning services to…read moreindividuals and families.

I was referred to Penny Lane Financial to refinance for our home. They did not disappoint. Rosemary…read moreand Sadie were exceptional! They kept in touch with us through the whole process. What I thought wouldn't be done for at least 6 weeks, they were able to complete in less than 3. I will absolutely be referring them to anyone that asks.

I'm new to learning about personal finance but Sadie at Penny Lane Financial has been so helpful!…read moreShe talked me through everything I needed to know and I felt very comfortable. Cannot recommend them enough!!

I would highly advise staying away from First Command…read more After reviewing my statements, trade confirmations, and insurance documents in detail, I found that my accounts were set up in a way that consistently worked against me financially. My Roth IRA contributions were repeatedly invested into the same mutual fund with a front-end sales load of about 5.75%, along with a relatively high ongoing expense ratio. Every time I contributed, a portion of my money was taken before it even had a chance to grow. My accounts were also heavily concentrated in that one fund and subject to additional maintenance fees. I was also placed into a whole life insurance policy that cost me about $465 per month. After leaving and switching to term, I now pay around $80 per month for similar coverage. That difference alone made me step back and reevaluate everything. I found out First Command gets a big kickback from signing up their clients on policies such as this. Since many of First Command's members are prior military, they take advantage of this to build report and trust with you. Then manipulate you into thinking policies, such as whole life insurance, are the best path for you. I was told I was building wealth with these, but when I surrendered my polices, I got zero dollars back. There were periods where my wife and I were struggling financially, and at the same time money was being directed into this structure. Looking back, that money could have made a real difference for us. I asked questions about whether this was the best setup for me and relied on the guidance I was given. After moving my accounts elsewhere, I was able to set up something significantly simpler, lower cost, and more transparent almost immediately. After digging deeper, I learned First Command has a documented history of regulatory action and lawsuits involving misleading sales practices, high front-end loads, and military-targeted sales. That history lines up uncomfortably well with what I experienced. Beware and think twice before proceeding with First Command. To add context, I had Austin Hill as my first advisor then transitioned to George Calbert. Both of whom are supervised by Bryan Coleman. I would advise staying clear of these guys, as well.

Went in for just a basic talk about financial planning and to hear about the process. The rep was…read moreimmediately pushy on starting both life insurance and an IRA that day. I gave him my info but said I do not want a policy and he assured me he would not start anything. That was about 3 months ago and I have received and invoice every month from Liberty National for life insurance. I called the rep and he said to "just ignore it". Finally got a hold of Liberty national and they were helpful in cancelling the policy. Would not recommend at all or you risk getting signed up for something you do not want.

Mr. Martinez is the best. Helps you to understand how the program works and he explains it in a…read moremanner where you can understand. He also responds to you very quickly and that's the thing that we like about him. He is very knowledgeable and has been in this line of work for a very long time. If you want someone to treat you like a family member, and someone to trust, then he is the person to see.

Damien is the BEST financial advisor! I felt like he gave me solid advice on where to best put my…read more$, especially since I am running my own business now and I don't have an employer to handle my 401k.