I was looking for a HELOC & tried many many places in the Valley. I guess very few have the…read morepre-crash options available, so I came to Yelp. Found Steve Howard at Homestreet. Great reviews & he & his team did not disappoint. I was going through Wells, what a horrible experience. I have been a customer of theirs for 25 yrs. & I am in the industry & hated the experience with them. Continually asking for documents I already provided. They kept asking for more. I asked to speak to a supervisor, never happened. So I wanted something/someone else. My experience with Homestreet has been exceptional, & flawless. Less than a month from start to finish, great work all around. Good communication as well. Top notch!! Thank you, thank you!! Someone who delivers, refreshing!

I'm not one to spend my time writing reviews unless you or your company is exceptionally impressive…read moreor distinguishingly incapable. That is certainly what I would like to know when selecting a company and/or representative (preferably; prior to choosing to do business with them). I've known Steve Howard as a personal friend and a business associate for over 25 years now. Steve is an extremely seasoned mortgage veteran who is highly regarded by co-workers, vendors, banks, investors, and most importantly; by his customers. You will not find a more competent, honest, detailed, fair, and caring mortgage banker than Steve. In my career in the the mortgage and real estate industries, I've worked with hundreds of Loan Officers and Brokers. I can honestly say that Steve is hands down the person I trust the most and who I always go to with questions, concerns, or any need for help. Steve is truly a remarkable fiduciary, who is always ready to lobby for his clients' best interests.

This place is a joke! Trust the other negative reviews. You have to send follow-ups to get their…read moreattention. They give false information and are try to sell you or mortgage information. Stay in your lane and do better. It took over a month to just get a married filing jointly return. A MONTH! Do yourself a favor and go elsewhere or better yet do TurboTax for $80 they give you the same result. Better yet I got back more than their tax guy so that should tell you something. This company and the owner are not good people to work with. The people that did go here I knew found out and are also leaving because of how unprofessional they are. Because I asked a question, they said they were unwilling to work with me for a QUESTION AND A CONCERN given to the owner. What a joke!

This business is a truly hidden gem! It's literally your one stop shop for your financial services…read more As a licensed professional, I trust them with my financial planning, real estate, insurance, and tax planning and filing. Every aspect of the financial world is tied together, so why not go to someone who truly understands the nuances and intricacies in how they work together to better leverage your personal financial/life situation? If anything get your tax and real estate situations taken care of here, because you won't pay higher end commissions for buying or selling your home with them if you have your taxes prepared with them. Peter and Alex will take care of you like family! EPL will literally will save you thousands of dollars in a multitude of ways and you'll love the service that goes along with it.

I have used Ryan for the past 2 years with tax return preparation & tax planing advice which saved…read moreme considerable money owed to the IRS. I trust him completely with my investment portfolio & all my financial advice. Ryan is smart, considerate, respectful & most of all honest!!! If I could give him 10 stars on Yelp, I would. Thank you Janus Financial for all you have done for my family.

All of the professionals in their organization work together to give the best service possible…read more I've referred 3 friends/family members so far. What's more important is, I am always kept well informed and I'm making money.

I've been working with Cynthia Fick and the folks at Financial Life Planners for over ten years…read more They are simply the best at customer service. My son, daughter, sister and brother are all happy with FLP as well. If you don't have a professional financial planner, you should talk to this company.

So far so good. I have met with Matthew one time and I see him for two more appointments. I have…read morestock I'm considering having Mathew oversee. I was very impressed by our first visit. You have to participate in the success of your visits. I gathered all the financial information he needed to access my current financial picture as I prepare for retirement in 5 or so years. Matt researched and emailed me a website to apply for student loan forgiveness in 10 years. This proactive behavior really impressed me. I filled out the paperwork and submitted it to the government entity for consideration. I thought about doing this 100 times, Matthew's nudge is what got me into action. He also contacted previous employers to verify I didn't have any 401K money, or stock, that I wasn't aware of, again, proactive behavior. He's not lazy. I see him again this Wednesday and we'll review my monthly spending to get me thinking about a budget. Can't wait. Very professional office environment, centrally located.

Spencer offers a great balance of expert advice and friendly encouragement. He is careful not to…read moremake decisions for us, but will intervene as much as we want him to. I have needed reminders between meetings in order to carry out the goals I set and he has provided those reminders, offering help and encouragement, as needed. I have felt immediate relief with daily cash flow management as he has helped me to implement new strategies. And we are actually moving toward our long-term goals for retirement because he is helping us take action now. He really knows what he's doing! We have been meeting with Spencer at least every 6 weeks for the past 6 months. We live in IL, so our meetings are online. We have an old computer and Spencer searched for a program that was compatible with our computer, so that we would have the convenience of frequent, online meetings. He sends us the meeting notes immediately following the meeting, highlighting the "to do" list for us and the things he will do before our next meeting. He coordinates with an accountant and an attorney. We have our own attorney, so we haven't used that service, but we were thrilled to use his accountant, Dustyn Johnson. I highly recommend Alldredge Fee-Only Wealth Management.

I have gotten 18 unsolicited emails from this company in the last couple weeks. 3-4 at a time,…read morerequesting specific private documents. I have never hired/spoken/requested anything from this company. Is this how fraud begins? These emails do not contain the option to unsubscribe violating the US CAN-SPAM Act, and does not allow for replies. They just keep coming.

I had a few general, yet very important, tax questions for Stephan. Even though I called…read moreafter-hours, I received a call the very next morning. His information and knowledge proved very valuable to me, and I never felt rushed to get off the phone. He patiently fielded a series of questions, and helped me to come up with a plan for moving forward. I felt very empowered and informed after a short call with Stephan. He's that good.

I strongly recommend Robert's Accounting firm ...I The firm…read morehas been doing my taxes for several years and we have always received excellent service ..... wish we would have found them sooner !!!

For the past five years or so our business and personal tax returns have been prepared by Robert's…read moreAccounting & Tax Service. We work primarily with Robert Lukey, CPA, and have been very pleased with the service and the cost. This is a great local company to do business with. We have never had any problems and plan to continue using this business for our tax filings. S. Terry Lee, J.D. Manager, JurDoc, LLC