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!

Kevin is extremely professional when it comes to helping me with my investments. He can simplify…read morethings for me with further allows me to easily understand my financial needs. I feel confident that I'm putting my money in the right places for the future. His assistant Heather is very impressive helping out with any scheduling or documents we need. Great place to go for sure.

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.

Sent them my financial info as they requested, but they never followed up, didn't respond to my…read moreemails, etc. I do not recommend.

I have worked with Matthew Meyers with both financial investing and life insurance and he is the…read morebomb.com! He is very good at explaining things and keeping track of his clients. I had a phone that was not allowing me access to my voicemail. When I finally got access to my voicemails, I had one from Matthew inviting me to a financial class in the area. I obviously missed the class because I did not get the message in time, but the fact that he took the time to call is impressive. That is not the first time he has called to check up on me or my account. You can tell this man actually cares about his clients and want what is best for them. I am sure the other people in his office have the same goal. They all seem like very good people who truly care about their clients.

Great service -his office is in Maple Valley but he travels around western washington and will come…read moreto you! Helped me figure out my retirement income and we rolled my Boeing VIP (401k) into some great investments. Highly recommended!

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.

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.

They bought the company that did our taxes previously and have been doing all our returns for the…read morepast 7 years and have always done great work even though I am a horrible procrastinator. I do feel that their rates are fair and reasonable.

This is the most unprofessional firm I have ever worked with. I was with Hale and Associates when…read morethey merged firms and had nothing but negative experiences for the next 3 years that followed before ultimately parting ways. After the merge, the rates for my personal and corporate returns, quarterly filings and everything were raised exponentially without ever telling me there would be a price increase. They just started sending bills at a much higher rate. Their bills are also not itemized, so you never really know what you are paying for. They do not care about their clients at all and are purely transaction. They will charge you for every single question you ask or email you send. I'm sorry, but if I am going to trust someone with such an important aspect of my business, I should be able to ask my CPA tax related questions throughout the year. Also, multiple times they sent bills to an old address that I never had while working with them and then years later when they realized, they tried to charge me years worth of interest on top of the bills. I can't pay bills I never received and why did it take them over a year to realize I had an outstanding bill? I paid the invoices the very day it was brought to my attention. Then 6 months later, I was sent another bill (with more interest tacked on) for the invoice I had already paid and received payment confirmation for. Why would I continue to trust my corporate and personal taxes with a firm that can't even manage their own billing department. Also, after the merge, my CPA of years was no longer my preparer during tax season. I would get emails from multiple random Shannon & Associate employees that I have never met. No introduction, no explanation as to why they were reaching out, just requests for sensitive documents from people I had never heard of. This might not have been a red flag, but when you have 5 or 6 different people emailing you about different aspects of your tax filings, there are too many hands in the cookie jar and it's a recipe for errors. Also, you would think that with this many people involved, their filings would be quick, but they were always down to the wire with deadlines. They are rude, unprofessional, and only care about money. Also, Julie Campbell who left a five star review for them on google is an employee. Having employees leave positive comments to offset the truthful negative reviews should tell you everything you need to know about this firm.

This is by far the worst Mortgage company I've ever worked with. Communication was a joke. They…read morewere great to deal with until it's time to do the paperwork and get the loan closed. I was asked to provide a copy of my Truth In Lending Statement. The loan processor couldn't find a copy!! Had to resubmit the same documents over and over. When you call them and need an answer good luck getting a straight answer. They cost me money,time and frustration. My Realtor could not believe how unprofessional they were to deal with. Can't say one good thing about the whole process of dealing with them.

I have trusted Eric Priebe with my my financial concerns since he first opened his office in Kent…read more All was well until he added a partner. My account was moved to the partner without my knowledge or consent. I asked for it to be returned to Eric. Supposedly it was until today when I was called for an annual review by the partner's new office, now located somewhere else and not even in Eric's office. My account had never been switched back. Loyalty builds trust and Eric has not demonstrated loyalty to me. Done.

I would definitely recommend Eric! He is very knowledgeable on the market, investments and the…read morefinancial business overall. He took a lot of time to listen me explain my financial situation and gave me several suggestions. He was great!!

Great service with a smile at this location. Never much of a wait most days. Staff tries to be…read moreextra helpful. Much better than the in store locations. Stop at this branch if you ever need to conduct business.

We gave an inherited IRA and did not get the yearly payout at the end of the year. Husband went in,…read morethey could not tell him the amount nor when he would get his check. Two weeks later and still no check or amount and this is affecting my tax return submitAl. Not ok. what happened to customer service??!!