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.

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 had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

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!

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.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

Adam Droker of Waterrock Global has been my go to guy for investment and financial planning advice…read morefor nearly a decade. He is a wealth of knowledge and has helped grow my portfolio through the downturn and the current bull market. He's also been a great resource and consultant for me on a variety of other investment opportunities. Occasionally we disagree...sometimes I've been right, but usually his is advice is better then my gut and I go with his recommendations. One of the great things about Adam is he truly wants to see his clients fulfill their financial dreams and goes out of his way to be available as well as to call with potential stock opportunities as they arise. It's been a pleasure working with Adam and I look forward to many more prosperous years of growth...and an early retirement :)

I thought I had my finances figured out but decided to take a meeting with Riley after a friend…read morereferred me over. Our first couple conversations were definitely eye opening! You really don't know what you don't know. I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now I'm regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, you'll only benefit!

From the owner: Ignite Financial Planning, LLC was founded by Riley Poppy, a Certified Financial Planner (CFP®)…read morepro. We are a fee-only financial planning firm dedicated to helping young professionals and their families achieve their financial life goals. We can help young professionals tackle their student loans, manage their 401ks, equity compensation, and more. We can also help new parents with insurance selection, 529 plans, estate planning, and purchasing their first home. We serve clients locally in the Greater Seattle Area and virtually with clients all over the country.

I'm writing this review around first week of April 2025 when the stock market has tanked over the…read morelast few days. I've been retired for a year or two. Life would and should be an absolute bummer for me right now. But I'm sitting on the beach right now watching the tide roll in. I sleep real well. I have my retirement in buckets. I'm not selling stocks at the bottom just to live.

Yes they do a good job of explaining their program and marketing annuities (which pays them…read morehandsomely). However , if you don't follow their initial plan to a T they get quite upset and let you know it. I challenged them on fees their Brokerage house of choice kept charging me monthly. They continuously told me these are the brokerage house fees and not their fees. The Brokerage house said they were my 'advisor's fees'. Shortly after this Retirement Solution terminated me as a client. I stayed at the same Brokerage house and over a year later never saw another nit picking fee that was unexplainable. They lied to us repeatedly for sure. Glad to be rid of them and I would urge everyone to do business with a different firm. Also, their choice of annuities pays them well but may not be very beneficial to you!

I have known Monte Snider for 6 years. He is one of the few Financial Planners I have recommended…read moreto my clients. Monte is honest, knowledgeable, and does a great job at explaining complex financial strategies. He has a great team of professionals to help you with Taxes, Insurance, and Estate Planning. I would recommend you meet with Monte and see if he is a good fit for you. Over the years I have worked with several of his satisfied clients and got great feedback from those I have referred to him.

From the owner: Our goal at Snider Financial Group is to be your most…read moretrusted financial advisory team for investments, knowledge and advice. We understand the importance of preparing for future retirement and planning while in retirement. Snider Financial Group is here to assist you.